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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
TNYA icon
2376
Tenaya Therapeutics
TNYA
$171M
– –
-13,400
Closed -$25.9K
TSEM icon
2377
Tower Semiconductor
TSEM
$30B
– –
-90,000
Closed -$3.98M
UDMY
2378
DELISTED
Udemy
UDMY
– –
-50,832
Closed -$378K
UPBD icon
2379
Upbound Group
UPBD
$1.14B
– –
-32,099
Closed -$1.03M
USNA icon
2380
Usana Health Sciences
USNA
$252M
– –
-5,516
Closed -$209K
VERI icon
2381
Veritone
VERI
$142M
– –
-84,800
Closed -$304K
WGO icon
2382
Winnebago Industries
WGO
$930M
– –
-34,522
Closed -$2.01M
WINA icon
2383
Winmark
WINA
$1.26B
– –
-2,035
Closed -$779K
WMK icon
2384
Weis Markets
WMK
$1.79B
– –
-12,430
Closed -$857K
XMTR icon
2385
Xometry
XMTR
$5.42B
– –
-27,200
Closed -$500K
YORW icon
2386
York Water
YORW
$532M
– –
-9,121
Closed -$342K
ASTH icon
2387
Astrana Health
ASTH
$1.82B
– –
-11,902
Closed -$690K
EQC
2388
DELISTED
Equity Commonwealth
EQC
– –
-24,161
Closed -$481K
PTVE
2389
DELISTED
Pactiv Evergreen Inc. Common stock
PTVE
– –
-40,783
Closed -$469K
SASR
2390
DELISTED
Sandy Spring Bancorp Inc
SASR
– –
-14,048
Closed -$441K
LUNRW
2391
DELISTED
Intuitive Machines, Inc. Warrants
LUNRW
– –
-26,684
Closed -$66.7K
RVNC
2392
DELISTED
Revance Therapeutics, Inc.
RVNC
– –
-56,767
Closed -$295K
BCOV
2393
DELISTED
Brightcove, Inc.
BCOV
– –
-23,200
Closed -$50.1K
AGR
2394
DELISTED
Avangrid, Inc.
AGR
– –
-291,314
Closed -$10.4M
CTLT
2395
DELISTED
CATALENT, INC.
CTLT
– –
-110,141
Closed -$6.67M
AY
2396
DELISTED
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
– –
-50,000
Closed -$1.1M
IVCPW
2397
DELISTED
Swiftmerge Acquisition Corp. Warrants
IVCPW
– –
-55,000
Closed -$3.99K
TGAAW
2398
DELISTED
Target Global Acquisition I Corp. Warrant
TGAAW
– –
-76,667
Closed -$5.75K
MRO
2399
DELISTED
Marathon Oil Corporation
MRO
– –
-344,091
Closed -$9.16M
HAYN
2400
DELISTED
Haynes International, Inc.
HAYN
– –
-55,128
Closed -$3.28M
93 94 95
96
97

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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.