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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
SITM icon
1026
SiTime
SITM
$20.7B
$4.09M 0.01%
19,048
-701
-4% -$143K
OCFC icon
1027
OceanFirst Financial
OCFC
$1.85B
$4.07M 0.01%
225,025
+16,409
+8% +$313K
NHI icon
1028
National Health Investors
NHI
$3.47B
$4.07M 0.01%
58,710
+491
+0.8% +$37.3K
TGNA
1029
DELISTED
TEGNA Inc
TGNA
$4.06M 0.01%
222,169
-732,754
-77% -$12.8M
PVH icon
1030
PVH
PVH
$3.76B
$4.06M 0.01%
38,390
-8,501
-18% -$871K
LYFT icon
1031
Lyft
LYFT
$6.28B
$4.06M 0.01%
314,483
+19,169
+6% +$284K
PARA
1032
DELISTED
Paramount Global Class B
PARA
$4.05M 0.01%
387,299
-147,145
-28% -$1.58M
HALO icon
1033
Halozyme
HALO
$11.6B
$4.05M 0.01%
84,717
-2,502
-3% -$128K
SPSC icon
1034
SPS Commerce
SPSC
$2.86B
$4.05M 0.01%
22,009
-1,249
-5% -$234K
RELY icon
1035
Remitly
RELY
$5.39B
$4.03M 0.01%
178,570
-12,269
-6% -$226K
AZPN
1036
DELISTED
Aspen Technology Inc
AZPN
$4.02M 0.01%
16,088
– –
GPOR icon
1037
Gulfport Energy Corp
GPOR
$3.01B
$4.02M 0.01%
21,797
+13,694
+169% +$2.2M
H icon
1038
Hyatt Hotels
H
$16.8B
$4M 0.01%
25,498
– –
BE icon
1039
Bloom Energy
BE
$69.6B
$3.99M 0.01%
179,862
+36,163
+25% +$634K
UGI icon
1040
UGI
UGI
$7.53B
$3.98M 0.01%
141,118
-12,762
-8% -$331K
CALX icon
1041
Calix
CALX
$2.51B
$3.97M 0.01%
113,874
-15,349
-12% -$540K
COHU icon
1042
Cohu
COHU
$2.76B
$3.97M 0.01%
148,538
-8,098
-5% -$212K
RPD icon
1043
Rapid7
RPD
$929M
$3.96M 0.01%
98,386
-1,485
-1% -$60.2K
GH icon
1044
Guardant Health
GH
$22.2B
$3.95M 0.01%
129,424
+2,499
+2% +$70.3K
AGO icon
1045
Assured Guaranty
AGO
$3.29B
$3.94M 0.01%
43,757
-1,581
-3% -$138K
ELAN icon
1046
Elanco Animal Health
ELAN
$11.1B
$3.92M 0.01%
323,503
-8,909
-3% -$117K
BF.B icon
1047
Brown-Forman Class B
BF.B
$12.8B
$3.9M 0.01%
102,807
-236,321
-70% -$10.4M
ZION icon
1048
Zions Bancorporation
ZION
$10.5B
$3.9M 0.01%
71,839
-35,024
-33% -$1.92M
KTB icon
1049
Kontoor Brands
KTB
$4.51B
$3.87M 0.01%
45,339
-1,925
-4% -$165K
WBA
1050
DELISTED
Walgreens Boots Alliance
WBA
$3.86M 0.01%
414,242
-10,013
-2% -$93K
40 41
42
43 44

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LP
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HF
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RIM
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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.