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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
(-1.4%)
Cap. Flow
-$1.37B
Cap. Flow
% of AUM
-3.5%
Top 10 Holdings %
Top 10 Hldgs %
26.79%
Holding
2,424
New
142
Increased
895
Reduced
1,176
Closed
161
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Bitcoin Trust
IBIT
|
+$150M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
+$69.3M |
| 3 |
ARK Innovation ETF
ARKK
|
+$49.9M |
| 4 |
EFFI
Harbor Osmosis International Resource Efficient ETF
EFFI
|
+$49.7M |
| 5 |
News Corp Class A
NWSA
|
+$30.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$186M |
| 2 |
NVIDIA
NVDA
|
+$116M |
| 3 |
Microsoft
MSFT
|
+$116M |
| 4 |
Invesco Senior Loan ETF
BKLN
|
+$86.3M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1301
Cabot Corp
CBT
$4.45B
| $1.91M | ﹤0.01% |
20,937
-19,091
| -48% | -$2.05M |
|
1302
American States Water
AWR
$3.49B
| $1.91M | ﹤0.01% |
24,597
-940
| -4% | -$78.3K |
|
1303
iShares MSCI South Korea ETF
EWY
$27.6B
| $1.91M | ﹤0.01% |
+37,500
| New | +$2.19M |
|
1304
indie Semiconductor
INDI
$875M
| $1.91M | ﹤0.01% |
471,102
+26,144
| +6% | +$107K |
|
1305
Denali Therapeutics
DNLI
$3.97B
| $1.9M | ﹤0.01% |
93,094
+11,643
| +14% | +$298K |
|
1306
Advance Auto Parts
AAP
$3.23B
| $1.89M | ﹤0.01% |
40,045
-9,009
| -18% | -$367K |
|
1307
Mercury Insurance
MCY
$5.84B
| $1.89M | ﹤0.01% |
28,479
-15,406
| -35% | -$1.08M |
|
1308
Alpha Metallurgical Resources
AMR
$1.97B
| $1.87M | ﹤0.01% |
9,342
+6,805
| +268% | +$1.52M |
|
1309
IES Holdings
IESC
$15.3B
| $1.87M | ﹤0.01% |
9,298
-2,318
| -20% | -$557K |
|
1310
CVR Energy
CVI
$3.52B
| $1.86M | ﹤0.01% |
+99,248
| New | +$2.01M |
|
1311
IonQ
IONQ
$18.2B
| $1.85M | ﹤0.01% |
44,224
+29,917
| +209% | +$750K |
|
1312
Rush Street Interactive
RSI
$2.85B
| $1.85M | ﹤0.01% |
134,563
-14,054
| -9% | -$171K |
|
1313
Vishay Intertechnology
VSH
$5.11B
| $1.84M | ﹤0.01% |
108,544
+77,957
| +255% | +$1.37M |
|
1314
Avista
AVA
$3.23B
| $1.84M | ﹤0.01% |
50,167
-2,393
| -5% | -$89.9K |
|
1315
Miller Industries
MLR
$643M
| $1.83M | ﹤0.01% |
28,062
+12,635
| +82% | +$860K |
|
1316
Kymera Therapeutics
KYMR
$9.51B
| $1.83M | ﹤0.01% |
45,588
+4,858
| +12% | +$219K |
|
1317
Sonoco
SON
$5.77B
| $1.83M | ﹤0.01% |
37,519
-5,220
| -12% | -$270K |
|
1318
Helix Energy Solutions
HLX
$1.49B
| $1.83M | ﹤0.01% |
196,504
+97,458
| +98% | +$981K |
|
1319
SIGA Technologies
SIGA
$206M
| $1.82M | ﹤0.01% |
302,905
-11,172
| -4% | -$74.7K |
|
1320
Green Plains
GPRE
$1.09B
| $1.82M | ﹤0.01% |
191,878
+124,628
| +185% | +$1.4M |
|
1321
Old Republic International
ORI
$10.3B
| $1.81M | ﹤0.01% |
50,032
+1,521
| +3% | +$55.5K |
|
1322
Wendy's
WEN
$1.65B
| $1.81M | ﹤0.01% |
111,070
-8,341
| -7% | -$152K |
|
1323
Universal Insurance Holdings
UVE
$1.18B
| $1.81M | ﹤0.01% |
85,907
+5,774
| +7% | +$121K |
|
1324
Rhythm Pharmaceuticals
RYTM
$7.99B
| $1.81M | ﹤0.01% |
32,262
-191
| -0.6% | -$10.6K |
|
|
CBLL
1325
CeriBell Inc
CBLL
$879M
| $1.8M | ﹤0.01% |
+69,663
| New | +$1.9M |
|
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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.