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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 | |
|---|---|---|---|---|---|---|
2026
Polaris
PII
$3.91B
| $281K | ﹤0.01% |
4,875
-32,319
| -87% | -$2.25M |
|
2027
First Interstate BancSystem
FIBK
$3.7B
| $280K | ﹤0.01% |
8,629
+548
| +7% | +$17.8K |
|
2028
Vera Bradley
VRA
$94.7M
| $280K | ﹤0.01% |
+71,174
| New | +$355K |
|
2029
Artisan Partners
APAM
$3.03B
| $279K | ﹤0.01% |
6,491
+674
| +12% | +$30.8K |
|
2030
CVB Financial
CVBF
$4.08B
| $278K | ﹤0.01% |
12,964
+1,025
| +9% | +$21.7K |
|
2031
Bridgewater Bancshares
BWB
$620M
| $277K | ﹤0.01% |
20,500
+9,900
| +93% | +$146K |
|
2032
Brighthouse Financial
BHF
$3.42B
| $277K | ﹤0.01% |
5,762
+630
| +12% | +$30.8K |
|
2033
Relay Therapeutics
RLAY
$4.37B
| $277K | ﹤0.01% |
67,178
-10,882
| -14% | -$59.2K |
|
2034
Alight
ALIT
$394M
| $276K | ﹤0.01% |
1,997
+414
| +26% | +$60.8K |
|
2035
EyePoint Inc
EYPT
$1.16B
| $276K | ﹤0.01% |
37,052
-58,955
| -61% | -$549K |
|
2036
Huntsman Corp
HUN
$1.81B
| $275K | ﹤0.01% |
15,234
+1,646
| +12% | +$34.3K |
|
2037
Virtu Financial
VIRT
$5.05B
| $274K | ﹤0.01% |
7,684
+687
| +10% | +$23.6K |
|
|
NOVA
2038
DELISTED
Sunnova Energy
NOVA
| $274K | ﹤0.01% |
79,882
-72,429
| -48% | -$363K |
|
2039
Priority Technology Holdings
PRTH
$458M
| $274K | ﹤0.01% |
+23,300
| New | +$183K |
|
2040
Safe Bulkers
SB
$781M
| $273K | ﹤0.01% |
76,421
-56,000
| -42% | -$234K |
|
2041
TriNet
TNET
$3.22B
| $272K | ﹤0.01% |
3,001
+253
| +9% | +$23.4K |
|
2042
AirSculpt Technologies
AIRS
$244M
| $271K | ﹤0.01% |
52,200
-11,800
| -18% | -$72.4K |
|
2043
Columbia Sportswear
COLM
$2.96B
| $270K | ﹤0.01% |
3,215
-21,321
| -87% | -$1.79M |
|
2044
Nuvation Bio
NUVB
$2.14B
| $270K | ﹤0.01% |
101,375
+5,015
| +5% | +$12.9K |
|
|
GES
2045
DELISTED
Guess Inc
GES
| $268K | ﹤0.01% |
19,084
-157
| -0.8% | -$2.67K |
|
2046
Customers Bancorp
CUBI
$2.82B
| $268K | ﹤0.01% |
5,504
-27,625
| -83% | -$1.39M |
|
2047
Valaris
VAL
$5.91B
| $268K | ﹤0.01% |
6,052
+559
| +10% | +$26.9K |
|
|
ECHO
2048
EchoStar
ECHO
$26.6B
| $268K | ﹤0.01% |
11,691
+1,347
| +13% | +$32.6K |
|
2049
Progress Software
PRGS
$1.83B
| $268K | ﹤0.01% |
4,106
+282
| +7% | +$18.8K |
|
2050
American Airlines Group
AAL
$9.97B
| $267K | ﹤0.01% |
15,333
-50,194
| -77% | -$722K |
|
Similar funds
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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.