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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 | |
|---|---|---|---|---|---|---|
1576
BigBear.ai
BBAI
$1.6B
| $889K | ﹤0.01% |
+199,800
| New | +$452K |
|
1577
Leggett & Platt
LEG
$1.32B
| $886K | ﹤0.01% |
92,289
-75,737
| -45% | -$907K |
|
1578
Summit Therapeutics
SMMT
$11.2B
| $884K | ﹤0.01% |
49,552
+38,509
| +349% | +$746K |
|
1579
American Express Global Business Travel
GBTG
$4.94B
| $881K | ﹤0.01% |
94,918
-15,025
| -14% | -$128K |
|
1580
Liberty Latin America Class A
LILA
$1.67B
| $880K | ﹤0.01% |
203,692
-177,111
| -47% | -$970K |
|
1581
OppFi
OPFI
$608M
| $878K | ﹤0.01% |
114,605
+6,923
| +6% | +$43.7K |
|
|
CTLP
1582
DELISTED
Cantaloupe
CTLP
| $876K | ﹤0.01% |
92,106
+39,388
| +75% | +$359K |
|
1583
V2X
VVX
$2.55B
| $875K | ﹤0.01% |
18,289
+5,447
| +42% | +$323K |
|
1584
Houlihan Lokey
HLI
$9.24B
| $872K | ﹤0.01% |
5,024
+656
| +15% | +$116K |
|
1585
Energizer
ENR
$1.55B
| $868K | ﹤0.01% |
24,876
-37,875
| -60% | -$1.31M |
|
|
CALY
1586
Callaway Golf Company
CALY
$2.95B
| $863K | ﹤0.01% |
109,788
-14,067
| -11% | -$128K |
|
|
BCPC
1587
Balchem Corp
BCPC
$5.65B
| $863K | ﹤0.01% |
5,292
+275
| +5% | +$47.7K |
|
1588
Genworth Financial
GNW
$3.77B
| $861K | ﹤0.01% |
123,190
-42,113
| -25% | -$302K |
|
1589
BlueLinx
BXC
$705M
| $858K | ﹤0.01% |
8,394
-13,915
| -62% | -$1.59M |
|
|
ZIMV
1590
DELISTED
ZimVie
ZIMV
| $857K | ﹤0.01% |
61,458
-4,763
| -7% | -$68.4K |
|
1591
Gentherm
THRM
$1.32B
| $857K | ﹤0.01% |
21,468
-830
| -4% | -$34.8K |
|
1592
Heritage Insurance Holdings
HRTG
$989M
| $852K | ﹤0.01% |
+70,423
| New | +$812K |
|
|
AAT
1593
American Assets Trust
AAT
$1.41B
| $844K | ﹤0.01% |
32,149
+6,768
| +27% | +$185K |
|
1594
Phillips Edison & Co
PECO
$5.2B
| $841K | ﹤0.01% |
22,457
-1,089
| -5% | -$41.5K |
|
1595
Schrodinger
SDGR
$1.38B
| $840K | ﹤0.01% |
43,524
-984
| -2% | -$19.1K |
|
1596
Tactile Systems Technology
TCMD
$537M
| $833K | ﹤0.01% |
48,657
-15,300
| -24% | -$246K |
|
1597
Viper Energy
VNOM
$14.8B
| $833K | ﹤0.01% |
16,982
-10,261
| -38% | -$529K |
|
1598
PJT Partners
PJT
$4.57B
| $830K | ﹤0.01% |
5,257
-100
| -2% | -$15.3K |
|
1599
Park National Corp
PRK
$3.75B
| $827K | ﹤0.01% |
4,825
-286
| -6% | -$51.6K |
|
1600
Boise Cascade
BCC
$2.94B
| $825K | ﹤0.01% |
6,941
-3,676
| -35% | -$508K |
|
Similar funds
LP
HF
RIM
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.