We are live on ! Find out more
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
ROAD icon
376
Construction Partners
ROAD
$6.88B
$17.6M 0.04%
198,606
-10,096
-5% -$878K
DD icon
377
DuPont de Nemours
DD
$19.4B
$17.6M 0.04%
183,455
-7,032
-4% -$732K
CHTR icon
378
Charter Communications
CHTR
$18.3B
$17.5M 0.04%
51,179
-3,033
-6% -$1.1M
OXY icon
379
Occidental Petroleum
OXY
$57.5B
$17.5M 0.04%
354,089
-21,373
-6% -$1.08M
FTI icon
380
TechnipFMC
FTI
$29.3B
$17.5M 0.04%
603,910
+21,826
+4% +$621K
CNC icon
381
Centene
CNC
$33.2B
$17.5M 0.04%
288,440
-54,071
-16% -$3.37M
EXR icon
382
Extra Space Storage
EXR
$31.5B
$17.5M 0.04%
116,776
-9,761
-8% -$1.6M
FANG icon
383
Diamondback Energy
FANG
$55.3B
$17.5M 0.04%
106,591
-46,266
-30% -$8.15M
CRTO icon
384
Criteo S.A. Ordinary Shares
CRTO
$875M
$17.4M 0.04%
440,024
-21,512
-5% -$858K
NVR icon
385
NVR
NVR
$17B
$17.4M 0.04%
2,126
-82
-4% -$747K
WEC icon
386
WEC Energy
WEC
$35.8B
$17.3M 0.04%
184,431
-25,612
-12% -$2.48M
VTR icon
387
Ventas
VTR
$46.2B
$17.3M 0.04%
293,090
-15,278
-5% -$960K
FITB
388
Fifth Third Bancorp
FITB
$52.7B
$17.2M 0.04%
406,702
-6,766
-2% -$304K
DOW icon
389
Dow Inc
DOW
$21.9B
$17.1M 0.04%
425,857
-35,980
-8% -$1.68M
RJF icon
390
Raymond James Financial
RJF
$34.7B
$17.1M 0.04%
110,009
-9,230
-8% -$1.39M
VICI icon
391
VICI Properties
VICI
$29B
$17.1M 0.04%
584,187
-89,816
-13% -$2.84M
ATR icon
392
AptarGroup
ATR
$8.44B
$17M 0.04%
108,462
+8,404
+8% +$1.4M
GVA icon
393
Granite Construction
GVA
$5.46B
$17M 0.04%
194,211
+14,035
+8% +$1.26M
MCHP icon
394
Microchip Technology
MCHP
$43.4B
$17M 0.04%
296,977
-23,616
-7% -$1.62M
STE icon
395
Steris
STE
$23.1B
$17M 0.04%
82,760
+3,996
+5% +$877K
ONB icon
396
Old National Bancorp
ONB
$10.4B
$17M 0.04%
781,136
+301,041
+63% +$6.27M
MTD icon
397
Mettler-Toledo International
MTD
$28.7B
$16.9M 0.04%
13,839
-1,488
-10% -$1.94M
OWL icon
398
Blue Owl Capital
OWL
$19.3B
$16.8M 0.04%
724,298
+64,404
+10% +$1.47M
HUM icon
399
Humana
HUM
$46.5B
$16.8M 0.04%
66,124
-4,407
-6% -$1.18M
AMCR icon
400
Amcor
AMCR
$21.4B
$16.7M 0.04%
354,502
-16,767
-5% -$876K
14 15
16
17 18

Similar funds

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
PEAK6
PEAK6 Chicago, Illinois $42.6B AUM 66.24% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

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.