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State of Wisconsin Investment Board

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
Cap. Flow
-$1.37B
Cap. Flow %
-3.5%
Top 10 Hldgs %
26.79%
Holding
2,424
New
142
Increased
895
Reduced
1,176
Closed
161

Top Buys

Rank Stock Value
1
IBIT icon
iShares Bitcoin Trust
IBIT
+$150M
2
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$69.3M
3
ARKK icon
ARK Innovation ETF
ARKK
+$49.9M
4
EFFI
Harbor Osmosis International Resource Efficient ETF
EFFI
+$49.7M
5
NWSA icon
News Corp Class A
NWSA
+$30.4M

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$186M
2
NVDA icon
NVIDIA
NVDA
+$116M
3
MSFT icon
Microsoft
MSFT
+$116M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$86.3M
5
USHY icon
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
COTY icon
2051
Coty
COTY
$2.42B
$266K ﹤0.01%
38,256
-231,570
-86% -$1.78M
TRVI icon
2052
Trevi Therapeutics
TRVI
$2.59B
$266K ﹤0.01%
+64,500
New +$206K
HNRG icon
2053
Hallador Energy
HNRG
$730M
$264K ﹤0.01%
+23,082
New +$258K
BXMT icon
2054
Blackstone Mortgage Trust
BXMT
$2.44B
$264K ﹤0.01%
15,171
+1,227
+9% +$22.7K
PPTA
2055
Perpetua Resources
PPTA
$3.1B
$264K ﹤0.01%
+24,721
New +$254K
ZEUS
2056
DELISTED
Olympic Steel
ZEUS
$264K ﹤0.01%
+8,034
New +$311K
AMBA icon
2057
Ambarella
AMBA
$3.6B
$263K ﹤0.01%
+3,616
New +$230K
SMG icon
2058
ScottsMiracle-Gro
SMG
$3.59B
$262K ﹤0.01%
3,952
-5,680
-59% -$449K
BOH icon
2059
Bank of Hawaii
BOH
$3.15B
$260K ﹤0.01%
3,650
+386
+12% +$27.9K
SFIX
2060
Stitch Fix
SFIX
$487M
$259K ﹤0.01%
+60,200
New +$222K
TRUP icon
2061
Trupanion
TRUP
$1.36B
$259K ﹤0.01%
5,381
-3,385
-39% -$174K
SNEX icon
2062
StoneX
SNEX
$8.05B
$259K ﹤0.01%
+8,927
New +$250K
FRST icon
2063
Primis Financial Corp
FRST
$413M
$259K ﹤0.01%
22,200
-5,000
-18% -$60K
RIG icon
2064
Transocean
RIG
$6.39B
$258K ﹤0.01%
68,727
-244,574
-78% -$1.02M
VHI icon
2065
Valhi
VHI
$466M
$257K ﹤0.01%
+11,000
New +$327K
MVBF icon
2066
MVB Financial
MVBF
$397M
$257K ﹤0.01%
12,400
-4,000
-24% -$82.5K
UE icon
2067
Urban Edge Properties
UE
$2.78B
$256K ﹤0.01%
11,902
+1,742
+17% +$38.8K
NSP icon
2068
Insperity
NSP
$2.05B
$256K ﹤0.01%
3,298
+259
+9% +$21K
SFNC icon
2069
Simmons First National
SFNC
$3.46B
$255K ﹤0.01%
11,516
+1,030
+10% +$24.1K
IOSP icon
2070
Innospec
IOSP
$2.31B
$255K ﹤0.01%
2,315
+188
+9% +$21.5K
HTLF
2071
DELISTED
Heartland Financial USA, Inc.
HTLF
$254K ﹤0.01%
+4,136
New +$259K
MGRC icon
2072
McGrath RentCorp
MGRC
$2.94B
$252K ﹤0.01%
2,257
+222
+11% +$25.5K
SVV icon
2073
Savers
SVV
$1.67B
$251K ﹤0.01%
+24,536
New +$244K
CRD.A icon
2074
Crawford & Co Class A
CRD.A
$632M
$251K ﹤0.01%
21,692
+80
+0.4% +$919
PDCO
2075
DELISTED
Patterson Companies, Inc.
PDCO
$249K ﹤0.01%
+8,079
New +$188K
81 82
83
84 85

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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.