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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 | |
|---|---|---|---|---|---|---|
1776
GCM Grosvenor
GCMG
$2.85B
| $486K | ﹤0.01% |
36,728
-14,168
| -28% | -$189K |
|
1777
Alico
ALCO
$304M
| $486K | ﹤0.01% |
+16,279
| New | +$484K |
|
1778
Appian
APPN
$2.65B
| $485K | ﹤0.01% |
16,819
-560
| -3% | -$18.3K |
|
1779
Kosmos Energy
KOS
$1.51B
| $484K | ﹤0.01% |
212,313
-103,801
| -33% | -$306K |
|
1780
QuantumScape Corp
QS
$3.79B
| $484K | ﹤0.01% |
116,283
-60,891
| -34% | -$301K |
|
1781
Mercantile Bank Corp
MBWM
$1.06B
| $484K | ﹤0.01% |
11,135
-240
| -2% | -$11.1K |
|
1782
Willdan Group
WLDN
$1.29B
| $483K | ﹤0.01% |
11,855
+2,100
| +22% | +$77.7K |
|
1783
Warby Parker
WRBY
$3.2B
| $480K | ﹤0.01% |
26,353
-12,645
| -32% | -$302K |
|
1784
StoneX
SNEX
$8.05B
| $479K | ﹤0.01% |
14,121
+5,194
| +58% | +$174K |
|
1785
LXP Industrial Trust
LXP
$3.58B
| $479K | ﹤0.01% |
11,071
-292
| -3% | -$12.5K |
|
1786
United Bankshares
UBSI
$6.68B
| $478K | ﹤0.01% |
13,784
+1,115
| +9% | +$40.9K |
|
1787
Pediatrix Medical
MD
$2.14B
| $478K | ﹤0.01% |
32,972
+8,942
| +37% | +$127K |
|
1788
MBIA
MBI
$262M
| $478K | ﹤0.01% |
95,884
-52,762
| -35% | -$327K |
|
1789
CRA International
CRAI
$1.07B
| $476K | ﹤0.01% |
2,746
+67
| +3% | +$12.4K |
|
1790
ARKO Corp
ARKO
$505M
| $471K | ﹤0.01% |
119,120
+54,890
| +85% | +$321K |
|
1791
STAAR Surgical
STAA
$1.26B
| $468K | ﹤0.01% |
26,545
-554
| -2% | -$11.1K |
|
1792
SelectQuote
SLQT
$126M
| $466K | ﹤0.01% |
139,530
+96,130
| +221% | +$408K |
|
1793
Innovative Industrial Properties
IIPR
$1.67B
| $466K | ﹤0.01% |
8,613
+360
| +4% | +$24.9K |
|
1794
Replimune Group
REPL
$1.42B
| $465K | ﹤0.01% |
47,704
+28,037
| +143% | +$347K |
|
1795
Monarch Casino & Resort
MCRI
$2.2B
| $464K | ﹤0.01% |
+5,974
| New | +$508K |
|
1796
10x Genomics
TXG
$7.58B
| $464K | ﹤0.01% |
53,161
+1,314
| +3% | +$16.6K |
|
1797
Liquidity Services
LQDT
$1.35B
| $464K | ﹤0.01% |
14,960
-6,476
| -30% | -$215K |
|
1798
Marqeta
MQ
$1.71B
| $464K | ﹤0.01% |
28,147
+958
| +4% | +$15.1K |
|
1799
Lemonade
LMND
$4.1B
| $463K | ﹤0.01% |
14,741
+730
| +5% | +$25.1K |
|
|
GRAL
1800
GRAIL Inc
GRAL
$3.05B
| $460K | ﹤0.01% |
+18,025
| New | +$557K |
|
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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.