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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
ASHR icon
351
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.6B
$19.1M 0.05%
720,000
+85,000
+13% +$2.37M
HBAN icon
352
Huntington Bancshares
HBAN
$36.1B
$19M 0.05%
1,167,179
-233,550
-17% -$3.84M
TDY icon
353
Teledyne Technologies
TDY
$31.8B
$18.9M 0.05%
40,658
+6,712
+20% +$3.13M
IRM icon
354
Iron Mountain
IRM
$37B
$18.8M 0.05%
178,628
-8,127
-4% -$955K
HUBS icon
355
HubSpot
HUBS
$10.5B
$18.8M 0.05%
26,924
-2,027
-7% -$1.3M
FOUR icon
356
Shift4
FOUR
$3.47B
$18.7M 0.05%
180,649
+8,130
+5% +$807K
ARES icon
357
Ares Management
ARES
$32.1B
$18.5M 0.05%
104,386
-583
-0.6% -$99.5K
ALNY icon
358
Alnylam Pharmaceuticals
ALNY
$30B
$18.4M 0.05%
78,375
-719
-0.9% -$189K
ED icon
359
Consolidated Edison
ED
$39.9B
$18.4M 0.05%
206,481
+1,555
+0.8% +$153K
AVB icon
360
AvalonBay Communities
AVB
$25.7B
$18.3M 0.05%
83,120
-18,308
-18% -$4.13M
GDDY icon
361
GoDaddy
GDDY
$11.6B
$18.3M 0.05%
92,542
-7,656
-8% -$1.4M
WTFC icon
362
Wintrust Financial
WTFC
$11B
$18.2M 0.05%
146,284
-13,531
-8% -$1.67M
DXCM icon
363
DexCom
DXCM
$34.3B
$18.2M 0.05%
234,009
-10,536
-4% -$780K
HPE icon
364
Hewlett Packard
HPE
$77.8B
$18.2M 0.05%
851,769
-33,008
-4% -$697K
ETR icon
365
Entergy
ETR
$50.3B
$18.1M 0.05%
239,256
-24,598
-9% -$1.78M
UHAL.B icon
366
U-Haul Holding Co Series N
UHAL.B
$12.7B
$18.1M 0.05%
283,190
+199,281
+237% +$13.1M
PRIM icon
367
Primoris Services
PRIM
$4.39B
$18.1M 0.05%
237,340
-18,238
-7% -$1.33M
NET icon
368
Cloudflare
NET
$111B
$18.1M 0.05%
167,964
-2,032
-1% -$199K
CLH icon
369
Clean Harbors
CLH
$16.7B
$17.9M 0.05%
77,859
+9,158
+13% +$2.27M
CTRA
370
DELISTED
Coterra Energy
CTRA
$17.9M 0.05%
699,951
-149,493
-18% -$3.72M
TTWO icon
371
Take-Two Interactive
TTWO
$45.4B
$17.8M 0.05%
96,656
+512
+0.5% +$88.8K
VEEV icon
372
Veeva Systems
VEEV
$39.2B
$17.8M 0.05%
84,595
-5,120
-6% -$1.13M
PPL
373
PPL Corp
PPL
$26.7B
$17.7M 0.05%
546,522
+3,645
+0.7% +$120K
WDC icon
374
Western Digital
WDC
$157B
$17.7M 0.05%
392,345
+76,918
+24% +$3.87M
WTW icon
375
Willis Towers Watson
WTW
$31.6B
$17.6M 0.04%
56,093
-3,819
-6% -$1.17M
13 14
15
16 17

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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.