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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
BKLN icon
2276
Invesco Senior Loan ETF
BKLN
$6.76B
– –
-4,105,250
Closed -$86.3M
CBRL icon
2277
Cracker Barrel
CBRL
$1.31B
– –
-14,242
Closed -$646K
CCRN
2278
DELISTED
Cross Country Healthcare
CCRN
– –
-71,947
Closed -$967K
CDLX icon
2279
Cardlytics
CDLX
$24.9M
– –
-3,080
Closed -$98.6K
CELC icon
2280
Celcuity
CELC
$4.35B
– –
-21,150
Closed -$315K
CLW icon
2281
Clearwater Paper
CLW
$353M
– –
-21,491
Closed -$613K
CMPR icon
2282
Cimpress
CMPR
$2.37B
– –
-4,442
Closed -$364K
CMT icon
2283
Core Molding Technologies
CMT
$231M
– –
-10,100
Closed -$174K
CNXC icon
2284
Concentrix
CNXC
$1.48B
– –
-25,990
Closed -$1.33M
CP icon
2285
Canadian Pacific Kansas City
CP
$82.4B
– –
-6,123
Closed -$524K
CSTE icon
2286
Caesarstone
CSTE
$108M
– –
-13,500
Closed -$61.6K
CSTL icon
2287
Castle Biosciences
CSTL
$949M
– –
-16,823
Closed -$480K
CVGI icon
2288
Commercial Vehicle Group
CVGI
$130M
– –
-34,900
Closed -$113K
CWH icon
2289
Camping World
CWH
$664M
– –
-30,401
Closed -$736K
DDD icon
2290
3D Systems Corp
DDD
$598M
– –
-13,325
Closed -$37.8K
DDS icon
2291
Dillards
DDS
$9.52B
– –
-2,617
Closed -$1M
DFIN icon
2292
Donnelley Financial Solutions
DFIN
$1.18B
– –
-7,943
Closed -$523K
DFH icon
2293
Dream Finders Homes
DFH
$1.33B
– –
-24,461
Closed -$886K
DNUT icon
2294
Krispy Kreme
DNUT
$573M
– –
-60,233
Closed -$647K
DXLG icon
2295
Destination XL Group
DXLG
$33.2M
– –
-56,500
Closed -$166K
EDIT icon
2296
Editas Medicine
EDIT
$435M
– –
-49,582
Closed -$169K
ETD icon
2297
Ethan Allen Interiors
ETD
$582M
– –
-16,337
Closed -$521K
EWCZ
2298
DELISTED
European Wax Center
EWCZ
– –
-22,740
Closed -$155K
EYE icon
2299
National Vision
EYE
$1.54B
– –
-53,932
Closed -$588K
FIZZ icon
2300
National Beverage
FIZZ
$2.93B
– –
-16,675
Closed -$783K
90 91
92
93 94

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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.