We are live on ! Find out more
State of Wisconsin Investment Board

State of Wisconsin Investment Board Portfolio holdings

AUM $43.7B
1-Year Est. Return 27.76%
This Fund
S&P 500
This Quarter Est. Return
+4.8%
1 Year Est. Return
+27.76%
3 Year Est. Return
+95.56%
5 Year Est. Return
+123.77%
10 Year Est. Return
+486.44%
AUM
$39.2B
AUM Growth
-$570M
Cap. Flow
-$1.37B
Cap. Flow %
-3.5%
Top 10 Hldgs %
26.79%
Holding
2,424
New
142
Increased
895
Reduced
1,176
Closed
161

Top Buys

Rank Stock Value
1
IBIT icon
iShares Bitcoin Trust
IBIT
+$150M
2
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$69.3M
3
ARKK icon
ARK Innovation ETF
ARKK
+$49.9M
4
EFFI
Harbor Osmosis International Resource Efficient ETF
EFFI
+$49.7M
5
NWSA icon
News Corp Class A
NWSA
+$30.4M

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$186M
2
NVDA icon
NVIDIA
NVDA
+$116M
3
MSFT icon
Microsoft
MSFT
+$116M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$86.3M
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$62.3M

Sector Composition

Rank Sector Weight
1 Technology 27.69%
2 Financials 12.29%
3 Consumer Discretionary 10.45%
4 Communication Services 9.9%
5 Healthcare 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BLK icon
76
Blackrock
BLK
$180B
$84.1M 0.21%
81,996
-3,986
-5% -$4.05M
DHR icon
77
Danaher
DHR
$145B
$84M 0.21%
365,826
-26,149
-7% -$6.43M
NEE icon
78
NextEra Energy
NEE
$179B
$83.7M 0.21%
1,167,882
-47,079
-4% -$3.66M
PFE icon
79
Pfizer
PFE
$150B
$83.1M 0.21%
3,132,700
-329,402
-10% -$8.93M
HON icon
80
Honeywell
HON
$74.6B
$81.2M 0.21%
381,276
-21,018
-5% -$4.38M
COP icon
81
ConocoPhillips
COP
$153B
$78.4M 0.2%
790,363
+42,289
+6% +$4.49M
BSX icon
82
Boston Scientific
BSX
$74.5B
$78.3M 0.2%
876,815
-40,426
-4% -$3.56M
LOW icon
83
Lowe's Companies
LOW
$121B
$78M 0.2%
316,023
-16,173
-5% -$4.32M
TJX icon
84
TJX Companies
TJX
$169B
$77.9M 0.2%
645,085
-42,172
-6% -$5.03M
AMGN icon
85
Amgen
AMGN
$225B
$77.9M 0.2%
298,789
-10,157
-3% -$3.01M
UNP icon
86
Union Pacific
UNP
$174B
$76.8M 0.2%
336,863
-20,737
-6% -$4.91M
AMAT icon
87
Applied Materials
AMAT
$435B
$76M 0.19%
467,413
-19,963
-4% -$3.62M
C icon
88
Citigroup
C
$231B
$74.3M 0.19%
1,055,221
-75,306
-7% -$5.08M
SYK icon
89
Stryker
SYK
$133B
$73.7M 0.19%
204,619
+3,717
+2% +$1.38M
ETN icon
90
Eaton
ETN
$179B
$73.3M 0.19%
220,847
-8,667
-4% -$3.04M
BA icon
91
Boeing
BA
$183B
$71.4M 0.18%
403,449
+68,322
+20% +$10.7M
BX icon
92
Blackstone
BX
$110B
$70.8M 0.18%
410,611
-13,475
-3% -$2.35M
PANW icon
93
Palo Alto Networks
PANW
$315B
$70.1M 0.18%
385,377
+6,603
+2% +$1.25M
BMY icon
94
Bristol-Myers Squibb
BMY
$130B
$69.9M 0.18%
1,235,344
-2,696
-0.2% -$151K
ADP icon
95
Automatic Data Processing
ADP
$107B
$69.6M 0.18%
237,683
-14,425
-6% -$4.26M
SCHW
96
Charles Schwab
SCHW
$189B
$69.4M 0.18%
937,704
+40,124
+4% +$3M
ANET icon
97
Arista Networks
ANET
$265B
$68.5M 0.17%
619,840
-80,280
-11% -$8.26M
FISV
98
Fiserv Inc
FISV
$27.4B
$68.5M 0.17%
333,439
-20,844
-6% -$4.26M
UBER icon
99
Uber
UBER
$154B
$68.3M 0.17%
1,132,714
-58,394
-5% -$4.17M
GILD icon
100
Gilead Sciences
GILD
$168B
$68M 0.17%
736,587
-1,946
-0.3% -$175K
2 3
4
5 6

Similar funds

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
PEAK6
PEAK6 Chicago, Illinois $42.6B AUM 66.24% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

State of Wisconsin Investment Board's Q4 2024 Portfolio in Review

As of Q4 2024, State of Wisconsin Investment Board held 2,424 positions worth $39.2B, down 1.4% from $39.8B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

State of Wisconsin Investment Board withdrew a net $1.37B in Q4 2024, closing 161 positions and reducing 1,176 holdings. Its most notable exit was Invesco Senior Loan ETF, an estimated $86.3M position sold in full.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 27% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, State of Wisconsin Investment Board opened a new position in Harbor Osmosis International Resource Efficient ETF worth $49.2M.

  • State of Wisconsin Investment Board's largest Q4 2024 buy was Harbor Osmosis International Resource Efficient ETF: 2,600,000 shares worth $49.2M.
  • State of Wisconsin Investment Board added most to iShares Bitcoin Trust in Q4 2024, an estimated $150M increase.
  • State of Wisconsin Investment Board's biggest Q4 2024 reduction was Alphabet (Google) Class A, cutting an estimated $186M.
  • State of Wisconsin Investment Board fully exited Invesco Senior Loan ETF in Q4 2024, selling an estimated $86.3M.
  • State of Wisconsin Investment Board's ten largest holdings make up 27% of its $39.2B portfolio in Q4 2024.
  • State of Wisconsin Investment Board opened 142 new positions and closed 161 in Q4 2024.
  • State of Wisconsin Investment Board's portfolio value fell 1.4% quarter-over-quarter to $39.2B.

Based on State of Wisconsin Investment Board's 13F filing for Q4 2024, filed 14 Feb 2025.