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
RBLX icon
426
Roblox
RBLX
$25.9B
$15.5M 0.04%
267,083
– –
SW
427
Smurfit Westrock
SW
$26.1B
$15.4M 0.04%
285,586
-100,605
-26% -$5.12M
CFG icon
428
Citizens Financial Group
CFG
$31.2B
$15.3M 0.04%
349,941
-110,062
-24% -$4.87M
KEYS icon
429
Keysight
KEYS
$61B
$15.3M 0.04%
95,160
-8,399
-8% -$1.35M
PPG icon
430
PPG Industries
PPG
$25.5B
$15.3M 0.04%
127,962
-4,437
-3% -$555K
CUK
431
DELISTED
Carnival PLC
CUK
$15.2M 0.04%
676,208
– –
ESI icon
432
Element Solutions
ESI
$9.52B
$15.2M 0.04%
597,872
+35,131
+6% +$950K
GMED icon
433
Globus Medical
GMED
$11.4B
$15.2M 0.04%
183,722
+7,528
+4% +$594K
GPK icon
434
Graphic Packaging
GPK
$3.47B
$15.2M 0.04%
558,257
+16,503
+3% +$477K
QTWO icon
435
Q2 Holdings
QTWO
$3.93B
$15.1M 0.04%
150,484
-22,470
-13% -$2.13M
PHM icon
436
Pultegroup
PHM
$24.8B
$15.1M 0.04%
138,367
-28,218
-17% -$3.66M
DOCU
437
DocuSign
DOCU
$11.1B
$15.1M 0.04%
167,470
-16,032
-9% -$1.28M
PTC icon
438
PTC
PTC
$15.9B
$15M 0.04%
81,741
-1,574
-2% -$298K
NTNX icon
439
Nutanix
NTNX
$17.6B
$15M 0.04%
245,540
+60,732
+33% +$3.97M
DTE icon
440
DTE Energy
DTE
$28.9B
$15M 0.04%
123,958
-6,799
-5% -$839K
SE icon
441
Sea Limited
SE
$75.1B
$14.9M 0.04%
140,728
-14,557
-9% -$1.53M
MTUM icon
442
iShares MSCI USA Momentum Factor ETF
MTUM
$26.3B
$14.9M 0.04%
72,140
+33,049
+85% +$6.92M
WST icon
443
West Pharmaceutical
WST
$24.5B
$14.9M 0.04%
45,361
+4,234
+10% +$1.33M
ON icon
444
ON Semiconductor
ON
$32.6B
$14.8M 0.04%
235,424
-21,396
-8% -$1.47M
RGA icon
445
Reinsurance Group of America
RGA
$16.2B
$14.8M 0.04%
69,351
-1,863
-3% -$406K
GEN icon
446
Gen Digital
GEN
$17.2B
$14.8M 0.04%
540,285
+22,656
+4% +$651K
HAL icon
447
Halliburton
HAL
$27.5B
$14.8M 0.04%
543,948
-3,125
-0.6% -$91.4K
LKQ icon
448
LKQ Corp
LKQ
$6.21B
$14.8M 0.04%
402,333
+31,876
+9% +$1.22M
RRX icon
449
Regal Rexnord
RRX
$11.5B
$14.7M 0.04%
95,009
+6,209
+7% +$1.05M
IWM icon
450
iShares Russell 2000 ETF
IWM
$82.3B
$14.7M 0.04%
66,443
+36,009
+118% +$8.21M
16 17
18
19 20

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.