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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
IOVA icon
1351
Iovance Biotherapeutics
IOVA
$2.95B
$1.68M ﹤0.01%
226,834
+53,179
+31% +$493K
HR icon
1352
Healthcare Realty
HR
$6.58B
$1.66M ﹤0.01%
98,176
-9,133
-9% -$161K
PDFS icon
1353
PDF Solutions
PDFS
$2.19B
$1.65M ﹤0.01%
61,069
+2,760
+5% +$83.2K
EWTX icon
1354
Edgewise Therapeutics
EWTX
$4.69B
$1.64M ﹤0.01%
61,521
-10,263
-14% -$327K
UTI icon
1355
Universal Technical Institute
UTI
$1.41B
$1.64M ﹤0.01%
63,657
-15,357
-19% -$320K
CRK icon
1356
Comstock Resources
CRK
$4.09B
$1.63M ﹤0.01%
89,541
+8,711
+11% +$121K
JBI icon
1357
Janus International
JBI
$664M
$1.62M ﹤0.01%
221,003
+12,795
+6% +$106K
VNO icon
1358
Vornado Realty Trust
VNO
$7.33B
$1.62M ﹤0.01%
38,521
+1,737
+5% +$73.4K
ACA icon
1359
Arcosa
ACA
$7.12B
$1.62M ﹤0.01%
16,736
-1,618
-9% -$163K
TDAY
1360
USA Today Co
TDAY
$1.01B
$1.62M ﹤0.01%
319,498
-2,632
-0.8% -$14K
LYTS icon
1361
LSI Industries
LYTS
$890M
$1.61M ﹤0.01%
82,871
+4,769
+6% +$88.5K
SM icon
1362
SM Energy
SM
$7.71B
$1.6M ﹤0.01%
41,358
+188
+0.5% +$7.94K
PSMT icon
1363
Pricesmart
PSMT
$5.49B
$1.6M ﹤0.01%
17,307
-550
-3% -$50.2K
CBL
1364
CBL Properties
CBL
$1.77B
$1.59M ﹤0.01%
54,206
+40,232
+288% +$1.14M
FAF icon
1365
First American
FAF
$7.56B
$1.59M ﹤0.01%
25,456
+823
+3% +$53.7K
DBI icon
1366
Designer Brands
DBI
$311M
$1.59M ﹤0.01%
297,359
+69,163
+30% +$387K
KLIC icon
1367
Kulicke & Soffa
KLIC
$5.01B
$1.58M ﹤0.01%
33,916
-9,970
-23% -$468K
CYH icon
1368
Community Health Systems
CYH
$410M
$1.58M ﹤0.01%
527,406
-122,600
-19% -$515K
BGC icon
1369
BGC Group
BGC
$5.12B
$1.57M ﹤0.01%
173,772
+8,597
+5% +$82.8K
BECN
1370
DELISTED
Beacon Roofing Supply, Inc.
BECN
$1.57M ﹤0.01%
15,464
+2,807
+22% +$283K
IVZ icon
1371
Invesco
IVZ
$14.3B
$1.57M ﹤0.01%
89,817
+55,076
+159% +$981K
AMTM
1372
Amentum Holdings
AMTM
$5.51B
$1.57M ﹤0.01%
74,623
-35,634
-32% -$921K
CNX icon
1373
CNX Resources
CNX
$5.23B
$1.57M ﹤0.01%
42,727
+13,282
+45% +$489K
LPRO
1374
DELISTED
Open Lending Corp
LPRO
$1.56M ﹤0.01%
260,628
+26,000
+11% +$156K
METC icon
1375
Ramaco Resources Class A
METC
$667M
$1.54M ﹤0.01%
153,707
+123,524
+409% +$1.37M
53 54
55
56 57

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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.