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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
TROW icon
476
T. Rowe Price
TROW
$23.6B
$13.8M 0.04%
121,962
-31,802
-21% -$3.68M
CACI icon
477
CACI
CACI
$14.9B
$13.7M 0.03%
33,885
+2,411
+8% +$1.18M
CVNA icon
478
Carvana
CVNA
$81.9B
$13.7M 0.03%
336,520
-30,900
-8% -$1.39M
JLL icon
479
Jones Lang LaSalle
JLL
$16.8B
$13.7M 0.03%
54,047
+1,438
+3% +$383K
EPRT icon
480
Essential Properties Realty Trust
EPRT
$6.7B
$13.7M 0.03%
436,691
-14,754
-3% -$484K
AR icon
481
Antero Resources
AR
$11.3B
$13.6M 0.03%
389,028
+2,369
+0.6% +$71.7K
CNP icon
482
CenterPoint Energy
CNP
$26.7B
$13.6M 0.03%
429,677
-2,600
-0.6% -$80.1K
KEY icon
483
KeyCorp
KEY
$24.7B
$13.6M 0.03%
794,923
-425,747
-35% -$7.64M
TTEK icon
484
Tetra Tech
TTEK
$9.13B
$13.6M 0.03%
341,902
-8,628
-2% -$387K
AWK icon
485
American Water Works
AWK
$27.2B
$13.6M 0.03%
109,275
-3,680
-3% -$497K
AEE icon
486
Ameren
AEE
$30.3B
$13.6M 0.03%
152,606
-12,161
-7% -$1.09M
MOH icon
487
Molina Healthcare
MOH
$10.8B
$13.6M 0.03%
46,605
+2,520
+6% +$778K
PWP icon
488
Perella Weinberg Partners
PWP
$1.29B
$13.5M 0.03%
568,253
+42,975
+8% +$997K
ATO icon
489
Atmos Energy
ATO
$28.7B
$13.5M 0.03%
97,104
+11,900
+14% +$1.69M
WCC
490
WESCO International
WCC
$17.7B
$13.5M 0.03%
74,709
+6,056
+9% +$1.14M
FE icon
491
FirstEnergy
FE
$27.3B
$13.5M 0.03%
338,953
-18,931
-5% -$792K
PCOR icon
492
Procore
PCOR
$8.81B
$13.5M 0.03%
179,682
+15,865
+10% +$1.13M
SNV
493
DELISTED
Synovus
SNV
$13.5M 0.03%
262,748
+5,212
+2% +$270K
JKHY icon
494
Jack Henry & Associates
JKHY
$10.8B
$13.4M 0.03%
76,611
-6,283
-8% -$1.12M
EGP icon
495
EastGroup Properties
EGP
$11B
$13.4M 0.03%
83,649
+12,916
+18% +$2.23M
BCO icon
496
Brink's
BCO
$4.69B
$13.3M 0.03%
143,773
+7,134
+5% +$713K
ES icon
497
Eversource Energy
ES
$27.1B
$13.3M 0.03%
231,741
-27,187
-10% -$1.69M
TER icon
498
Teradyne
TER
$65.9B
$13.2M 0.03%
105,064
+1,318
+1% +$156K
MKL icon
499
Markel Group
MKL
$22.7B
$13.2M 0.03%
7,655
-765
-9% -$1.27M
ADC icon
500
Agree Realty
ADC
$9.32B
$13.2M 0.03%
187,491
+7,958
+4% +$592K
18 19
20
21 22

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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.