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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
BEN icon
1126
Franklin Resources
BEN
$17.1B
$3.16M 0.01%
155,527
-80,735
-34% -$1.7M
WHR icon
1127
Whirlpool
WHR
$2.79B
$3.14M 0.01%
27,457
-23,388
-46% -$2.58M
HXL icon
1128
Hexcel
HXL
$7.74B
$3.13M 0.01%
49,957
-15,044
-23% -$930K
UNFI icon
1129
United Natural Foods
UNFI
$2.9B
$3.12M 0.01%
114,143
-147,616
-56% -$3.4M
ARCH
1130
DELISTED
Arch Resources, Inc.
ARCH
$3.11M 0.01%
22,043
+625
+3% +$95K
ALKS icon
1131
Alkermes
ALKS
$8.44B
$3.11M 0.01%
108,052
-43,387
-29% -$1.25M
VCEL icon
1132
Vericel Corp
VCEL
$2.29B
$3.1M 0.01%
56,531
-20,877
-27% -$1.06M
POR icon
1133
Portland General Electric
POR
$5.74B
$3.1M 0.01%
71,088
-9,744
-12% -$453K
MORN icon
1134
Morningstar
MORN
$7.41B
$3.08M 0.01%
9,147
-1,765
-16% -$603K
ADNT icon
1135
Adient
ADNT
$1.44B
$3.07M 0.01%
178,037
+6,641
+4% +$133K
CALM icon
1136
Cal-Maine
CALM
$3.87B
$3.06M 0.01%
29,765
+429
+1% +$40.5K
HBI
1137
DELISTED
Hanesbrands
HBI
$3.06M 0.01%
376,029
+101,985
+37% +$803K
DK icon
1138
Delek US
DK
$4.12B
$3.06M 0.01%
165,353
+15,199
+10% +$272K
FMC icon
1139
FMC
FMC
$1.27B
$3.05M 0.01%
62,835
+9,991
+19% +$583K
NJR icon
1140
New Jersey Resources
NJR
$5.64B
$3.03M 0.01%
64,857
-2,197
-3% -$104K
PBF icon
1141
PBF Energy
PBF
$8.81B
$3.01M 0.01%
113,539
+68,542
+152% +$2.09M
NOVT icon
1142
Novanta
NOVT
$6.32B
$2.99M 0.01%
19,554
-10,047
-34% -$1.7M
TPC
1143
Tutor Perini Cor
TPC
$5.05B
$2.98M 0.01%
123,088
-12,769
-9% -$347K
MMS icon
1144
Maximus
MMS
$2.94B
$2.98M 0.01%
39,881
-49,492
-55% -$4.04M
FRT icon
1145
Federal Realty Investment Trust
FRT
$10.2B
$2.98M 0.01%
26,583
-15,351
-37% -$1.74M
HROW icon
1146
Harrow
HROW
$1.48B
$2.97M 0.01%
88,629
+7,644
+9% +$338K
FIVN icon
1147
FIVE9
FIVN
$2.53B
$2.97M 0.01%
73,095
-21,853
-23% -$788K
AIP icon
1148
Arteris
AIP
$1.36B
$2.96M 0.01%
290,085
+54,648
+23% +$451K
EVH icon
1149
Evolent Health
EVH
$527M
$2.95M 0.01%
262,068
+50,153
+24% +$881K
KRC icon
1150
Kilroy Realty
KRC
$4.22B
$2.94M 0.01%
72,718
-53,341
-42% -$2.15M
44 45
46
47 48

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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.