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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 | |
|---|---|---|---|---|---|---|
2101
Unifirst Corp
UNF
$5.21B
| $236K | ﹤0.01% |
1,380
+96
| +7% | +$18.3K |
|
2102
Archer Aviation
ACHR
$5.37B
| $236K | ﹤0.01% |
24,209
+5,303
| +28% | +$29.5K |
|
2103
Klaviyo
KVYO
$5.47B
| $235K | ﹤0.01% |
+5,695
| New | +$217K |
|
2104
First Financial Bancorp
FFBC
$3.6B
| $233K | ﹤0.01% |
8,666
+506
| +6% | +$13.8K |
|
2105
Freedom Holding
FRHC
$9.35B
| $232K | ﹤0.01% |
+1,788
| New | +$205K |
|
2106
BancFirst
BANF
$3.89B
| $232K | ﹤0.01% |
+1,978
| New | +$232K |
|
2107
Four Corners Property Trust
FCPT
$2.76B
| $231K | ﹤0.01% |
8,497
+859
| +11% | +$24.5K |
|
|
JWN
2108
DELISTED
Nordstrom
JWN
| $230K | ﹤0.01% |
9,528
-59,693
| -86% | -$1.38M |
|
2109
Albany International
AIN
$1.82B
| $229K | ﹤0.01% |
2,865
+276
| +11% | +$21.7K |
|
2110
Cullinan Oncology
CGEM
$1.26B
| $227K | ﹤0.01% |
18,657
-7,727
| -29% | -$111K |
|
2111
CleanSpark
CLSK
$2.96B
| $227K | ﹤0.01% |
24,611
-16,135
| -40% | -$195K |
|
2112
MYR Group
MYRG
$5.1B
| $226K | ﹤0.01% |
+1,522
| New | +$213K |
|
2113
Monte Rosa Therapeutics
GLUE
$1.35B
| $225K | ﹤0.01% |
32,382
-3,918
| -11% | -$29.4K |
|
2114
Larimar Therapeutics
LRMR
$444M
| $224K | ﹤0.01% |
57,958
+18,373
| +46% | +$121K |
|
2115
Mayville Engineering Co
MEC
$597M
| $223K | ﹤0.01% |
+14,197
| New | +$260K |
|
2116
First Merchants
FRME
$2.72B
| $223K | ﹤0.01% |
+5,594
| New | +$226K |
|
2117
Enovis
ENOV
$1.48B
| $222K | ﹤0.01% |
5,059
-1,980
| -28% | -$87K |
|
2118
RCI Hospitality Holdings
RICK
$230M
| $221K | ﹤0.01% |
+3,851
| New | +$188K |
|
2119
Addus HomeCare
ADUS
$2.2B
| $220K | ﹤0.01% |
+1,754
| New | +$222K |
|
2120
PureCycle Technologies
PCT
$1.41B
| $219K | ﹤0.01% |
21,344
+10,800
| +102% | +$125K |
|
|
VRNT
2121
DELISTED
Verint Systems
VRNT
| $218K | ﹤0.01% |
7,930
-21,392
| -73% | -$534K |
|
|
CURB
2122
Curbline Properties
CURB
$3.46B
| $217K | ﹤0.01% |
+9,332
| New | +$220K |
|
2123
Fennec Pharmaceuticals
FENC
$423M
| $215K | ﹤0.01% |
34,000
+9,600
| +39% | +$49.2K |
|
2124
InvenTrust Properties
IVT
$2.62B
| $214K | ﹤0.01% |
+7,198
| New | +$217K |
|
2125
Kodiak Sciences
KOD
$2.5B
| $213K | ﹤0.01% |
+21,443
| New | +$123K |
|
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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.