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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
-2.67%
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
$38.7B
AUM Growth
-$490M
(-1.2%)
Cap. Flow
+$1.41B
Cap. Flow
% of AUM
3.64%
Top 10 Holdings %
Top 10 Hldgs %
25.43%
Holding
2,386
New
123
Increased
1,235
Reduced
836
Closed
145
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$795M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$386M |
| 3 |
EFFE
Harbor Osmosis Emerging Markets Resource Efficient ETF
EFFE
|
+$105M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
+$90.4M |
| 5 |
EFFI
Harbor Osmosis International Resource Efficient ETF
EFFI
|
+$58.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Bitcoin Trust
IBIT
|
+$322M |
| 2 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$85.2M |
| 3 |
HEICO Corp Class A
HEI.A
|
+$34.6M |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$26.5M |
| 5 |
ALTR
Altair Engineering Inc
ALTR
|
+$21.6M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 24.98% |
| 2 | Financials | 13.13% |
| 3 | Communication Services | 10.56% |
| 4 | Healthcare | 10.1% |
| 5 | Consumer Discretionary | 9.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
476
Encompass Health
EHC
$12.2B
| $13.7M | 0.04% |
135,323
+1,080
| +0.8% | +$105K |
|
477
Element Solutions
ESI
$9.51B
| $13.7M | 0.04% |
605,915
+8,043
| +1% | +$206K |
|
478
Eastman Chemical
EMN
$8.43B
| $13.6M | 0.04% |
154,845
+28,119
| +22% | +$2.66M |
|
479
Insulet
PODD
$10.2B
| $13.6M | 0.04% |
51,818
-1,508
| -3% | -$408K |
|
480
Reinsurance Group of America
RGA
$16.4B
| $13.6M | 0.04% |
69,010
-341
| -0.5% | -$70.7K |
|
481
Primoris Services
PRIM
$4.35B
| $13.6M | 0.04% |
236,166
-1,174
| -0.5% | -$84.9K |
|
482
Essential Properties Realty Trust
EPRT
$6.71B
| $13.5M | 0.03% |
412,900
-23,791
| -5% | -$755K |
|
483
Atmos Energy
ATO
$28.7B
| $13.4M | 0.03% |
87,009
-10,095
| -10% | -$1.47M |
|
484
Camden Property Trust
CPT
$11.1B
| $13.4M | 0.03% |
109,655
-16,686
| -13% | -$1.96M |
|
485
Cincinnati Financial
CINF
$26.5B
| $13.4M | 0.03% |
90,721
+402
| +0.4% | +$56.6K |
|
486
LKQ Corp
LKQ
$6.38B
| $13.4M | 0.03% |
314,950
-87,383
| -22% | -$3.47M |
|
487
Packaging Corp of America
PKG
$22.9B
| $13.3M | 0.03% |
67,406
-22,775
| -25% | -$4.86M |
|
488
Molina Healthcare
MOH
$10.7B
| $13.3M | 0.03% |
40,497
-6,108
| -13% | -$1.84M |
|
|
BERY
489
DELISTED
Berry Global Group, Inc.
BERY
| $13.3M | 0.03% |
190,629
-132,882
| -41% | -$9.23M |
|
490
Shift4
FOUR
$3.79B
| $13.3M | 0.03% |
162,742
-17,907
| -10% | -$1.85M |
|
491
Lantheus
LNTH
$6.59B
| $13.2M | 0.03% |
135,206
+7,575
| +6% | +$708K |
|
492
FirstEnergy
FE
$27.1B
| $13.2M | 0.03% |
326,205
-12,748
| -4% | -$508K |
|
493
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.98B
| $13.1M | 0.03% |
+311,419
| New | +$13M |
|
494
Casella Waste Systems
CWST
$5.79B
| $13.1M | 0.03% |
117,151
+1,297
| +1% | +$142K |
|
|
SW
495
Smurfit Westrock
SW
$26.2B
| $13M | 0.03% |
289,317
+3,731
| +1% | +$189K |
|
496
ITT
ITT
$19.4B
| $13M | 0.03% |
100,906
+312
| +0.3% | +$44.4K |
|
|
EMF
497
Templeton Emerging Markets Fund
EMF
$332M
| $12.9M | 0.03% |
+1,006,525
| New | +$12.7M |
|
498
Molson Coors Class B
TAP
$7.85B
| $12.9M | 0.03% |
212,300
+12,946
| +6% | +$746K |
|
499
Zimmer Biomet
ZBH
$19B
| $12.9M | 0.03% |
113,850
-10,767
| -9% | -$1.15M |
|
500
Penumbra
PEN
$12.9B
| $12.9M | 0.03% |
48,178
+3,568
| +8% | +$965K |
|
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State of Wisconsin Investment Board's Q1 2025 Portfolio in Review
As of Q1 2025, State of Wisconsin Investment Board held 2,386 positions worth $38.7B, down 1.2% from $39.2B the previous quarter. Its ten largest holdings account for 25% of the portfolio.
State of Wisconsin Investment Board deployed $1.41B of net new capital in Q1 2025, opening 123 new positions and adding to 1,235 existing holdings. Its largest new stake was Harbor Osmosis Emerging Markets Resource Efficient ETF: 5,140,000 shares worth $106M.
By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 28% a quarter earlier, followed by Financials and Communication Services.
On the sell side, the largest reduction was HEICO Corp Class A, an estimated $34.6M trimmed.
- State of Wisconsin Investment Board's largest Q1 2025 buy was Harbor Osmosis Emerging Markets Resource Efficient ETF: 5,140,000 shares worth $106M.
- State of Wisconsin Investment Board added most to Invesco S&P 500 Equal Weight ETF in Q1 2025, an estimated $795M increase.
- State of Wisconsin Investment Board's biggest Q1 2025 reduction was HEICO Corp Class A, cutting an estimated $34.6M.
- State of Wisconsin Investment Board fully exited iShares Bitcoin Trust in Q1 2025, selling an estimated $322M.
- State of Wisconsin Investment Board's ten largest holdings make up 25% of its $38.7B portfolio in Q1 2025.
- State of Wisconsin Investment Board opened 123 new positions and closed 145 in Q1 2025.
- State of Wisconsin Investment Board's portfolio value fell 1.2% quarter-over-quarter to $38.7B.
Based on State of Wisconsin Investment Board's 13F filing for Q1 2025, filed 15 May 2025.