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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
HD icon
26
Home Depot
HD
$342B
$217M 0.55%
557,768
-25,476
-4% -$10.4M
HEI.A icon
27
HEICO Corp Class A
HEI.A
$38B
$205M 0.52%
1,101,288
-13,058
-1% -$2.63M
JNJ icon
28
Johnson & Johnson
JNJ
$629B
$196M 0.5%
1,354,730
-90,224
-6% -$14M
CRM icon
29
Salesforce
CRM
$158B
$183M 0.47%
548,141
-38,421
-7% -$12.3M
ABBV icon
30
AbbVie
ABBV
$440B
$178M 0.45%
1,003,098
-51,871
-5% -$9.54M
BAC icon
31
Bank of America
BAC
$453B
$175M 0.45%
3,980,556
-242,874
-6% -$10.7M
ZG icon
32
Zillow
ZG
$7.53B
$158M 0.4%
2,232,611
+384,937
+21% +$26.5M
ORCL icon
33
Oracle
ORCL
$442B
$153M 0.39%
919,321
-35,501
-4% -$6.31M
NWSA icon
34
News Corp Class A
NWSA
$15.5B
$152M 0.39%
5,506,126
+1,092,442
+25% +$30.4M
MRK icon
35
Merck
MRK
$328B
$149M 0.38%
1,499,921
-90,291
-6% -$9.31M
KO icon
36
Coca-Cola
KO
$373B
$144M 0.37%
2,309,068
-193,159
-8% -$12.6M
CSCO icon
37
Cisco
CSCO
$488B
$142M 0.36%
2,392,488
-198,789
-8% -$11.4M
CVX icon
38
Chevron
CVX
$386B
$139M 0.35%
960,664
-56,555
-6% -$8.66M
LIN icon
39
Linde
LIN
$221B
$135M 0.34%
322,949
-22,330
-6% -$10.2M
WFC icon
40
Wells Fargo
WFC
$269B
$135M 0.34%
1,919,124
-135,769
-7% -$9.27M
HAPS icon
41
Harbor Human Capital Factor US Small Cap ETF
HAPS
$176M
$132M 0.34%
4,520,000
– –
TLT icon
42
CALL
iShares 20+ Year Treasury Bond ETF
TLT
$40.6B
$131M 0.33%
+1,500,000
New +$138M
NOW icon
43
ServiceNow
NOW
$129B
$129M 0.33%
608,785
-35,415
-5% -$7.17M
BRK.A icon
44
Berkshire Hathaway Class A
BRK.A
$1.09T
$125M 0.32%
184
+100
+119% +$69.3M
ACN icon
45
Accenture
ACN
$110B
$122M 0.31%
345,691
-17,084
-5% -$6.15M
PEP icon
46
PepsiCo
PEP
$189B
$120M 0.31%
788,956
-70,528
-8% -$11.6M
DIS icon
47
Walt Disney
DIS
$178B
$118M 0.3%
1,058,482
-44,863
-4% -$4.71M
IBM icon
48
IBM
IBM
$222B
$118M 0.3%
535,084
-6,404
-1% -$1.43M
MCD icon
49
McDonald's
MCD
$195B
$116M 0.3%
400,923
-18,376
-4% -$5.48M
FWONA icon
50
Liberty Media Series A
FWONA
$23.7B
$115M 0.29%
1,372,727
-70,081
-5% -$5.45M
1
2
3 4 5

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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.