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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
CPAY icon
401
Corpay
CPAY
$27.2B
$16.5M 0.04%
48,781
+1,623
+3% +$570K
XYL icon
402
Xylem
XYL
$28.2B
$16.5M 0.04%
142,231
-53,236
-27% -$6.73M
EXP icon
403
Eagle Materials
EXP
$6.51B
$16.4M 0.04%
66,262
-2,487
-4% -$718K
CSGP icon
404
CoStar Group
CSGP
$12.8B
$16.1M 0.04%
224,968
-5,677
-2% -$429K
SIMO icon
405
Silicon Motion
SIMO
$8.41B
$16.1M 0.04%
297,817
+50,000
+20% +$2.8M
BR icon
406
Broadridge
BR
$19.4B
$16.1M 0.04%
71,189
-2,026
-3% -$454K
WY icon
407
Weyerhaeuser
WY
$18B
$16M 0.04%
569,890
+85,979
+18% +$2.68M
EQR icon
408
Equity Residential
EQR
$24.8B
$16M 0.04%
222,631
-41,337
-16% -$3.04M
CAH icon
409
Cardinal Health
CAH
$54B
$16M 0.04%
135,037
-8,531
-6% -$996K
MPWR icon
410
Monolithic Power Systems
MPWR
$69.7B
$15.9M 0.04%
26,885
-6,792
-20% -$4.92M
DOV icon
411
Dover
DOV
$27.8B
$15.9M 0.04%
84,556
-5,550
-6% -$1.09M
ADM icon
412
Archer Daniels Midland
ADM
$38.5B
$15.8M 0.04%
313,199
+7,861
+3% +$425K
FTV icon
413
Fortive
FTV
$18.6B
$15.8M 0.04%
279,030
+9,738
+4% +$559K
NTAP icon
414
NetApp
NTAP
$40.8B
$15.7M 0.04%
135,488
-11,768
-8% -$1.44M
TSCO icon
415
Tractor Supply
TSCO
$19B
$15.7M 0.04%
296,190
-13,805
-4% -$780K
NUE icon
416
Nucor
NUE
$61.8B
$15.7M 0.04%
134,567
-16,717
-11% -$2.4M
GPN icon
417
Global Payments
GPN
$24.2B
$15.6M 0.04%
139,457
-10,044
-7% -$1.1M
EXPE icon
418
Expedia Group
EXPE
$38.9B
$15.6M 0.04%
83,826
-10,624
-11% -$1.83M
RNR icon
419
RenaissanceRe
RNR
$13.3B
$15.6M 0.04%
62,769
+808
+1% +$217K
J icon
420
Jacobs Solutions
J
$16.9B
$15.6M 0.04%
117,849
+14,525
+14% +$2M
HUBB icon
421
Hubbell
HUBB
$26.8B
$15.5M 0.04%
37,077
+1,832
+5% +$818K
KIM icon
422
Kimco Realty
KIM
$16.3B
$15.5M 0.04%
661,247
+58,772
+10% +$1.42M
VTEB icon
423
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46.1B
$15.5M 0.04%
309,000
– –
INCY icon
424
Incyte
INCY
$24.5B
$15.5M 0.04%
223,825
+75,145
+51% +$5.35M
PLMR icon
425
Palomar
PLMR
$3.38B
$15.5M 0.04%
146,386
+12,633
+9% +$1.28M
15 16
17
18 19

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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.