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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
MANH icon
326
Manhattan Associates
MANH
$11.2B
$20.9M 0.05%
77,208
+8,424
+12% +$2.4M
CRS icon
327
Carpenter Technology
CRS
$26.3B
$20.8M 0.05%
122,672
-23,086
-16% -$3.96M
RYAAY icon
328
Ryanair
RYAAY
$30.8B
$20.8M 0.05%
476,927
– –
EXC icon
329
Exelon
EXC
$46.6B
$20.8M 0.05%
552,284
-44,093
-7% -$1.71M
WBS icon
330
Webster Financial
WBS
$12.8B
$20.8M 0.05%
375,825
+154,287
+70% +$8.47M
NDAQ icon
331
Nasdaq
NDAQ
$53.5B
$20.7M 0.05%
267,262
-33,019
-11% -$2.55M
FERG icon
332
Ferguson
FERG
$47.4B
$20.6M 0.05%
118,891
+4,872
+4% +$968K
ODFL icon
333
Old Dominion Freight Line
ODFL
$44.1B
$20.5M 0.05%
116,258
-5,226
-4% -$1.06M
RSP icon
334
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
$20.3M 0.05%
+116,124
New +$21M
PKG icon
335
Packaging Corp of America
PKG
$22.8B
$20.3M 0.05%
90,181
+21,611
+32% +$5M
IBKR icon
336
Interactive Brokers
IBKR
$41.5B
$20.2M 0.05%
456,656
-204,764
-31% -$8.62M
EVR icon
337
Evercore
EVR
$11.5B
$20.1M 0.05%
72,578
+3,589
+5% +$1.02M
EFX icon
338
Equifax
EFX
$21.2B
$20M 0.05%
78,504
+679
+0.9% +$182K
HPQ icon
339
HP
HPQ
$26.8B
$19.8M 0.05%
607,183
-69,839
-10% -$2.51M
STZ icon
340
Constellation Brands
STZ
$22.9B
$19.8M 0.05%
89,612
-5,158
-5% -$1.23M
IQV icon
341
IQVIA
IQV
$39.8B
$19.8M 0.05%
100,777
-33,224
-25% -$7.01M
PNFP icon
342
Pinnacle Financial Partners Inc
PNFP
$16.1B
$19.7M 0.05%
172,488
-8,349
-5% -$941K
STT icon
343
State Street
STT
$52.2B
$19.7M 0.05%
200,919
-16,290
-7% -$1.54M
KHC icon
344
Kraft Heinz
KHC
$29.1B
$19.6M 0.05%
637,920
-52,238
-8% -$1.71M
CW icon
345
Curtiss-Wright
CW
$26.7B
$19.6M 0.05%
55,176
+595
+1% +$214K
CMS icon
346
CMS Energy
CMS
$22B
$19.6M 0.05%
293,726
-25,433
-8% -$1.75M
CSL icon
347
Carlisle Companies
CSL
$15.2B
$19.6M 0.05%
53,061
+860
+2% +$375K
VMC icon
348
Vulcan Materials
VMC
$36.3B
$19.5M 0.05%
75,798
-1,574
-2% -$423K
WBD icon
349
Warner Bros
WBD
$69.3B
$19.4M 0.05%
1,837,378
-574,043
-24% -$5.33M
ROK icon
350
Rockwell Automation
ROK
$50.1B
$19.1M 0.05%
66,760
-4,071
-6% -$1.14M
12 13
14
15 16

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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.