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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 | |
|---|---|---|---|---|---|---|
1676
Equity Bancshares
EQBK
$1.07B
| $606K | ﹤0.01% |
15,373
+1,463
| +11% | +$61.4K |
|
|
GOOD
1677
Gladstone Commercial Corp
GOOD
$641M
| $605K | ﹤0.01% |
+40,398
| New | +$637K |
|
1678
Collegium Pharmaceutical
COLL
$913M
| $605K | ﹤0.01% |
20,272
-20,616
| -50% | -$630K |
|
1679
Mine Safety
MSA
$7.32B
| $602K | ﹤0.01% |
4,106
+588
| +17% | +$93.7K |
|
1680
SM Energy
SM
$7.71B
| $599K | ﹤0.01% |
20,010
-21,348
| -52% | -$766K |
|
1681
Viridian Therapeutics
VRDN
$2.49B
| $598K | ﹤0.01% |
44,389
+9,970
| +29% | +$170K |
|
1682
Carriage Services
CSV
$555M
| $598K | ﹤0.01% |
15,420
+3,815
| +33% | +$151K |
|
1683
Disc Medicine
IRON
$3.07B
| $595K | ﹤0.01% |
11,983
-230
| -2% | -$12.8K |
|
1684
Planet Labs
PL
$8.82B
| $594K | ﹤0.01% |
175,680
+48,985
| +39% | +$229K |
|
1685
Citi Trends
CTRN
$621M
| $594K | ﹤0.01% |
26,816
+281
| +1% | +$6.95K |
|
1686
KRONOS Worldwide
KRO
$996M
| $594K | ﹤0.01% |
79,347
+11,038
| +16% | +$97.3K |
|
|
XIFR
1687
XPLR Infrastructure LP
XIFR
$1.09B
| $592K | ﹤0.01% |
62,357
+2
| +0% | +$23 |
|
1688
Sotera Health
SHC
$5.43B
| $592K | ﹤0.01% |
50,770
-6,223
| -11% | -$80.1K |
|
1689
El Pollo Loco
LOCO
$471M
| $592K | ﹤0.01% |
57,463
+5,900
| +11% | +$66.7K |
|
1690
Fortrea Holdings
FTRE
$1.69B
| $592K | ﹤0.01% |
78,392
-3,692
| -4% | -$52.1K |
|
1691
Stewart Information Services
STC
$2.07B
| $591K | ﹤0.01% |
8,283
-12,692
| -61% | -$859K |
|
1692
Edgewell Personal Care
EPC
$1.31B
| $591K | ﹤0.01% |
18,927
-1,274
| -6% | -$40.1K |
|
|
CWAN
1693
DELISTED
Clearwater Analytics
CWAN
| $590K | ﹤0.01% |
22,002
+3,643
| +20% | +$102K |
|
|
CSW
1694
CSW Industrials
CSW
$5.59B
| $589K | ﹤0.01% |
2,021
+254
| +14% | +$82.4K |
|
1695
Ceco Environmental
CECO
$4.5B
| $589K | ﹤0.01% |
25,813
-4,236
| -14% | -$113K |
|
1696
Hilton Grand Vacations
HGV
$3.49B
| $588K | ﹤0.01% |
15,710
-37,201
| -70% | -$1.48M |
|
|
JBTM
1697
JBT Marel
JBTM
$6.1B
| $583K | ﹤0.01% |
4,773
+351
| +8% | +$44.4K |
|
1698
World Acceptance Corp
WRLD
$875M
| $583K | ﹤0.01% |
4,608
-780
| -14% | -$102K |
|
1699
RxSight
RXST
$292M
| $582K | ﹤0.01% |
23,065
+119
| +0.5% | +$3.54K |
|
1700
Grocery Outlet
GO
$1.07B
| $582K | ﹤0.01% |
41,604
-3,103
| -7% | -$45.9K |
|
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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.