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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
-2.67%
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
$38.7B
AUM Growth
-$490M
(-1.2%)
Cap. Flow
+$1.41B
Cap. Flow
% of AUM
3.64%
Top 10 Holdings %
Top 10 Hldgs %
25.43%
Holding
2,386
New
123
Increased
1,235
Reduced
836
Closed
145
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$795M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$386M |
| 3 |
EFFE
Harbor Osmosis Emerging Markets Resource Efficient ETF
EFFE
|
+$105M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
+$90.4M |
| 5 |
EFFI
Harbor Osmosis International Resource Efficient ETF
EFFI
|
+$58.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Bitcoin Trust
IBIT
|
+$322M |
| 2 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$85.2M |
| 3 |
HEICO Corp Class A
HEI.A
|
+$34.6M |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$26.5M |
| 5 |
ALTR
Altair Engineering Inc
ALTR
|
+$21.6M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 24.98% |
| 2 | Financials | 13.13% |
| 3 | Communication Services | 10.56% |
| 4 | Healthcare | 10.1% |
| 5 | Consumer Discretionary | 9.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1576
Commerce Bancshares
CBSH
$8.61B
| $791K | ﹤0.01% |
13,340
+697
| +6% | +$42.5K |
|
|
MCHB
1577
Mechanics Bancorp
MCHB
$3.79B
| $790K | ﹤0.01% |
67,281
-4,231
| -6% | -$41.9K |
|
1578
Syndax Pharmaceuticals
SNDX
$1.7B
| $788K | ﹤0.01% |
64,107
+10,978
| +21% | +$155K |
|
1579
Sphere Entertainment
SPHR
$6.33B
| $782K | ﹤0.01% |
23,892
-49
| -0.2% | -$1.99K |
|
1580
Ribbon Communications
RBBN
$377M
| $781K | ﹤0.01% |
+199,284
| New | +$840K |
|
1581
Amdocs
DOX
$6.23B
| $780K | ﹤0.01% |
8,521
| – | – |
|
1582
Douglas Emmett
DEI
$1.99B
| $779K | ﹤0.01% |
48,676
-3,198
| -6% | -$54.3K |
|
1583
Ardelyx
ARDX
$1.01B
| $777K | ﹤0.01% |
158,231
-62
| -0% | -$333 |
|
1584
Sierra Bancorp
BSRR
$532M
| $775K | ﹤0.01% |
27,800
+1,100
| +4% | +$32.5K |
|
1585
Stock Yards Bancorp
SYBT
$2.64B
| $772K | ﹤0.01% |
+11,182
| New | +$804K |
|
1586
Huron Consulting
HURN
$2.47B
| $770K | ﹤0.01% |
5,369
-4,997
| -48% | -$672K |
|
1587
PJT Partners
PJT
$4.57B
| $767K | ﹤0.01% |
5,563
+306
| +6% | +$48.1K |
|
1588
Center Bancorp
CNOB
$1.81B
| $767K | ﹤0.01% |
31,537
+9,396
| +42% | +$229K |
|
1589
DoubleVerify
DV
$2.04B
| $758K | ﹤0.01% |
56,727
-7,179
| -11% | -$133K |
|
1590
Arcturus Therapeutics
ARCT
$223M
| $755K | ﹤0.01% |
71,333
+27,111
| +61% | +$430K |
|
1591
Steven Madden
SHOO
$3.46B
| $752K | ﹤0.01% |
28,242
-11,798
| -29% | -$415K |
|
1592
Quantum Computing Inc
QUBT
$2.02B
| $752K | ﹤0.01% |
+93,953
| New | +$826K |
|
1593
Hamilton Lane
HLNE
$5.91B
| $751K | ﹤0.01% |
5,054
-1,648
| -25% | -$251K |
|
1594
KB Home
KBH
$3.45B
| $751K | ﹤0.01% |
12,927
-8,988
| -41% | -$572K |
|
1595
First Advantage
FA
$3.81B
| $751K | ﹤0.01% |
53,266
-2,418
| -4% | -$40.6K |
|
1596
Kennametal
KMT
$2.32B
| $749K | ﹤0.01% |
35,153
+9,049
| +35% | +$205K |
|
1597
Century Communities
CCS
$2.04B
| $749K | ﹤0.01% |
11,158
+61
| +0.5% | +$4.41K |
|
1598
Middlesex Water
MSEX
$1.11B
| $746K | ﹤0.01% |
11,645
+17
| +0.1% | +$924 |
|
1599
Legacy Housing
LEGH
$692M
| $745K | ﹤0.01% |
29,539
+6,671
| +29% | +$170K |
|
1600
Fabrinet
FN
$20.3B
| $743K | ﹤0.01% |
3,761
-16,972
| -82% | -$3.7M |
|
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State of Wisconsin Investment Board's Q1 2025 Portfolio in Review
As of Q1 2025, State of Wisconsin Investment Board held 2,386 positions worth $38.7B, down 1.2% from $39.2B the previous quarter. Its ten largest holdings account for 25% of the portfolio.
State of Wisconsin Investment Board deployed $1.41B of net new capital in Q1 2025, opening 123 new positions and adding to 1,235 existing holdings. Its largest new stake was Harbor Osmosis Emerging Markets Resource Efficient ETF: 5,140,000 shares worth $106M.
By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 28% a quarter earlier, followed by Financials and Communication Services.
On the sell side, the largest reduction was HEICO Corp Class A, an estimated $34.6M trimmed.
- State of Wisconsin Investment Board's largest Q1 2025 buy was Harbor Osmosis Emerging Markets Resource Efficient ETF: 5,140,000 shares worth $106M.
- State of Wisconsin Investment Board added most to Invesco S&P 500 Equal Weight ETF in Q1 2025, an estimated $795M increase.
- State of Wisconsin Investment Board's biggest Q1 2025 reduction was HEICO Corp Class A, cutting an estimated $34.6M.
- State of Wisconsin Investment Board fully exited iShares Bitcoin Trust in Q1 2025, selling an estimated $322M.
- State of Wisconsin Investment Board's ten largest holdings make up 25% of its $38.7B portfolio in Q1 2025.
- State of Wisconsin Investment Board opened 123 new positions and closed 145 in Q1 2025.
- State of Wisconsin Investment Board's portfolio value fell 1.2% quarter-over-quarter to $38.7B.
Based on State of Wisconsin Investment Board's 13F filing for Q1 2025, filed 15 May 2025.