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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
+12.1%
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
$37.9B
AUM Growth
+$2.5B
Cap. Flow
-$628M
Cap. Flow %
-1.66%
Top 10 Hldgs %
23%
Holding
2,502
New
146
Increased
878
Reduced
1,150
Closed
286

Top Buys

Rank Stock Value
1
IBIT icon
iShares Bitcoin Trust
IBIT
+$76.4M
2
NKE icon
Nike
NKE
+$68.6M
3
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$49.3M
4
MSFT icon
Microsoft
MSFT
+$45.4M
5
PBR icon
Petrobras
PBR
+$45.3M

Top Sells

Rank Stock Value
1
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$257M
2
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$126M
3
AXP icon
American Express
AXP
+$64.3M
4
AAPL icon
Apple
AAPL
+$58.6M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$56.4M

Sector Composition

Rank Sector Weight
1 Technology 25.75%
2 Healthcare 11.71%
3 Financials 11.65%
4 Consumer Discretionary 10.38%
5 Industrials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UPST icon
2426
Upstart Holdings
UPST
$2.86B
– –
-7,363
Closed -$301K
UPWK icon
2427
Upwork
UPWK
$1.03B
– –
-11,514
Closed -$171K
USNA icon
2428
Usana Health Sciences
USNA
$256M
– –
-13,598
Closed -$729K
UVSP icon
2429
Univest Financial
UVSP
$1.19B
– –
-15,594
Closed -$344K
VICR icon
2430
Vicor
VICR
$10.6B
– –
-47,645
Closed -$2.14M
VNDA icon
2431
Vanda Pharmaceuticals
VNDA
$308M
– –
-128,800
Closed -$544K
VRE
2432
DELISTED
Veris Residential
VRE
– –
-46,385
Closed -$730K
VRNT
2433
DELISTED
Verint Systems
VRNT
– –
-21,225
Closed -$574K
VUZI icon
2434
Vuzix
VUZI
$216M
– –
-29,000
Closed -$60.5K
WAFD icon
2435
WaFd
WAFD
$2.8B
– –
-35,039
Closed -$1.15M
WASH icon
2436
Washington Trust Bancorp
WASH
$762M
– –
-15,213
Closed -$493K
WERN icon
2437
Werner Enterprises
WERN
$2.31B
– –
-5,711
Closed -$242K
WKC icon
2438
World Kinect Corp
WKC
$1.91B
– –
-72,709
Closed -$1.66M
WOW
2439
DELISTED
WideOpenWest
WOW
– –
-28,058
Closed -$114K
WSBC icon
2440
WesBanco
WSBC
$4.09B
– –
-16,429
Closed -$515K
WTI icon
2441
W&T Offshore
WTI
$546M
– –
-84,523
Closed -$276K
WW
2442
DELISTED
WW International
WW
– –
-80,289
Closed -$703K
XBI icon
2443
State Street SPDR S&P Biotech ETF
XBI
$10.4B
– –
-449,500
Closed -$40.1M
XPEL icon
2444
XPEL
XPEL
$1.37B
– –
-9,095
Closed -$490K
XPOF icon
2445
Xponential Fitness
XPOF
$210M
– –
-21,985
Closed -$283K
YOU icon
2446
Clear Secure
YOU
$4.68B
– –
-14,873
Closed -$307K
ZUMZ icon
2447
Zumiez
ZUMZ
$319M
– –
-20,799
Closed -$423K
MTUS icon
2448
Metallus
MTUS
$897M
– –
-34,609
Closed -$812K
TE
2449
T1 Energy
TE
$1.45B
– –
-10,154
Closed -$19K
INVX
2450
Innovex International
INVX
$2.16B
– –
-25,578
Closed -$595K
96 97
98
99 100

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State of Wisconsin Investment Board's Q1 2024 Portfolio in Review

As of Q1 2024, State of Wisconsin Investment Board held 2,502 positions worth $37.9B, up 7% from $35.4B the previous quarter. Its ten largest holdings account for 23% of the portfolio.

State of Wisconsin Investment Board's Q1 2024 filing shows 146 new, 878 increased, 1,150 reduced and 286 closed positions. Its largest new stake was iShares Bitcoin Trust: 2,450,400 shares worth $99.2M. The largest sale was iShares iBoxx $ High Yield Corporate Bond ETF, an estimated $257M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 25% a quarter earlier, followed by Healthcare and Financials.

  • State of Wisconsin Investment Board's largest Q1 2024 buy was iShares Bitcoin Trust: 2,450,400 shares worth $99.2M.
  • State of Wisconsin Investment Board added most to Nike in Q1 2024, an estimated $68.6M increase.
  • State of Wisconsin Investment Board's biggest Q1 2024 reduction was American Express, cutting an estimated $64.3M.
  • State of Wisconsin Investment Board fully exited iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2024, selling an estimated $257M.
  • State of Wisconsin Investment Board's ten largest holdings make up 23% of its $37.9B portfolio in Q1 2024.
  • State of Wisconsin Investment Board opened 146 new positions and closed 286 in Q1 2024.
  • State of Wisconsin Investment Board's portfolio value rose 7% quarter-over-quarter to $37.9B.

Based on State of Wisconsin Investment Board's 13F filing for Q1 2024, filed 14 May 2024.