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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 | |
|---|---|---|---|---|---|---|
2001
Helmerich & Payne
HP
$4.3B
| $303K | ﹤0.01% |
9,462
+1,674
| +21% | +$56.8K |
|
2002
Olema Pharmaceuticals
OLMA
$920M
| $303K | ﹤0.01% |
51,908
+29,953
| +136% | +$299K |
|
2003
Universal Corp
UVV
$1.12B
| $303K | ﹤0.01% |
5,517
-12,093
| -69% | -$648K |
|
|
SPNS
2004
DELISTED
Sapiens International
SPNS
| $302K | ﹤0.01% |
11,233
-1,400
| -11% | -$44.7K |
|
2005
Brady Corp
BRC
$4.43B
| $301K | ﹤0.01% |
4,072
+490
| +14% | +$36.4K |
|
2006
Cathay General Bancorp
CATY
$4.31B
| $301K | ﹤0.01% |
6,313
+420
| +7% | +$20.2K |
|
2007
Liberty Live Group Series C
LLYVK
$9.92B
| $300K | ﹤0.01% |
4,410
+353
| +9% | +$22.4K |
|
2008
Dave & Buster's
PLAY
$370M
| $299K | ﹤0.01% |
10,234
-22,810
| -69% | -$793K |
|
2009
Biote Corp
BTMD
$42.7M
| $299K | ﹤0.01% |
48,301
+2,249
| +5% | +$13.1K |
|
2010
Pacific Biosciences
PACB
$357M
| $297K | ﹤0.01% |
162,330
-6,808
| -4% | -$13.3K |
|
2011
American Eagle Outfitters
AEO
$2.73B
| $297K | ﹤0.01% |
17,802
-111,265
| -86% | -$2.1M |
|
2012
Community Bank
CBU
$3.46B
| $296K | ﹤0.01% |
4,806
+568
| +13% | +$36.4K |
|
|
YMAB
2013
DELISTED
Y-mAbs Therapeutics
YMAB
| $296K | ﹤0.01% |
37,857
-17,811
| -32% | -$217K |
|
2014
Blackbaud
BLKB
$2.1B
| $296K | ﹤0.01% |
4,003
-6,990
| -64% | -$572K |
|
2015
Titan International
TWI
$438M
| $294K | ﹤0.01% |
+43,320
| New | +$312K |
|
2016
Jasper Therapeutics
JSPR
$28.7M
| $293K | ﹤0.01% |
+13,724
| New | +$286K |
|
2017
WSFS Financial
WSFS
$4.17B
| $292K | ﹤0.01% |
5,491
+171
| +3% | +$9.3K |
|
2018
SGHC Ltd
SGHC
$6.65B
| $291K | ﹤0.01% |
+46,677
| New | +$249K |
|
2019
Corbus Pharmaceuticals
CRBP
$195M
| $290K | ﹤0.01% |
24,566
+13,183
| +116% | +$221K |
|
2020
Opendoor
OPEN
$3.54B
| $289K | ﹤0.01% |
186,875
-23,508
| -11% | -$42.6K |
|
|
TRUE
2021
DELISTED
TrueCar
TRUE
| $288K | ﹤0.01% |
77,200
+36,800
| +91% | +$145K |
|
|
CIM
2022
Chimera Investment
CIM
$993M
| $288K | ﹤0.01% |
+20,558
| New | +$308K |
|
2023
Liberty Energy
LBRT
$3.45B
| $288K | ﹤0.01% |
14,464
+1,231
| +9% | +$22.8K |
|
2024
Dianthus Therapeutics
DNTH
$6.13B
| $284K | ﹤0.01% |
13,026
+4,370
| +50% | +$112K |
|
|
LIF
2025
Life360
LIF
$4.09B
| $282K | ﹤0.01% |
+6,828
| New | +$301K |
|
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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.