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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
JOBY icon
2176
Joby Aviation
JOBY
$8.1B
$136K ﹤0.01%
16,749
-17,031
-50% -$113K
PYXS icon
2177
Pyxis Oncology
PYXS
$198M
$134K ﹤0.01%
+85,600
New +$247K
UNIT
2178
Uniti Group
UNIT
$2.39B
$132K ﹤0.01%
24,089
+4,129
+21% +$23.4K
SABR icon
2179
Sabre
SABR
$892M
$132K ﹤0.01%
36,248
-15,718
-30% -$57.6K
BGS icon
2180
B&G Foods
BGS
$298M
$132K ﹤0.01%
19,167
-36,948
-66% -$278K
ZUO
2181
DELISTED
Zuora, Inc.
ZUO
$130K ﹤0.01%
13,145
-25,504
-66% -$247K
VTYX
2182
DELISTED
Ventyx Biosciences
VTYX
$129K ﹤0.01%
+58,900
New +$133K
PBPB
2183
DELISTED
Potbelly
PBPB
$129K ﹤0.01%
13,661
-4,496
-25% -$40.8K
DLTH icon
2184
Duluth Holdings
DLTH
$152M
$126K ﹤0.01%
40,700
-9,000
-18% -$32.7K
CLOV icon
2185
Clover Health Investments
CLOV
$2.39B
$125K ﹤0.01%
39,675
+8,354
+27% +$29.9K
MTTR
2186
DELISTED
Matterport, Inc. Class A Common Stock
MTTR
$123K ﹤0.01%
25,977
+1,781
+7% +$8.45K
TG icon
2187
Tredegar Corp
TG
$274M
$123K ﹤0.01%
+15,990
New +$122K
UEIC icon
2188
Universal Electronics
UEIC
$69.1M
$122K ﹤0.01%
11,100
-9,300
-46% -$92.9K
CERT icon
2189
Certara
CERT
$1.24B
$120K ﹤0.01%
+11,300
New +$123K
KG
2190
Kestrel Group
KG
$61.8M
$115K ﹤0.01%
3,415
+285
+9% +$9.11K
SSP icon
2191
E.W. Scripps
SSP
$310M
$115K ﹤0.01%
52,100
+200
+0.4% +$462
COUR icon
2192
Coursera
COUR
$1.54B
$111K ﹤0.01%
13,088
-65,864
-83% -$509K
UFI icon
2193
UNIFI
UFI
$124M
$110K ﹤0.01%
17,600
-6,200
-26% -$38K
MNTK icon
2194
Montauk Renewables
MNTK
$272M
$110K ﹤0.01%
27,544
-39,540
-59% -$189K
OCSAW
2195
Oculis Holding AG Warrants
OCSAW
$260M
$109K ﹤0.01%
19,560
– –
TSQ icon
2196
Townsquare Media
TSQ
$103M
$105K ﹤0.01%
11,500
+300
+3% +$3.01K
MFA
2197
MFA Financial
MFA
$932M
$104K ﹤0.01%
10,180
-42,199
-81% -$484K
TALK icon
2198
Talkspace
TALK
$871M
$103K ﹤0.01%
+33,400
New +$102K
EOSE icon
2199
Eos Energy Enterprises
EOSE
$1.52B
$102K ﹤0.01%
+21,073
New +$68.2K
PAYS icon
2200
Paysign
PAYS
$741M
$99.2K ﹤0.01%
32,833
+22,770
+226% +$79.8K
86 87
88
89 90

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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.