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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
+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
(-1.4%)
Cap. Flow
-$1.37B
Cap. Flow
% of AUM
-3.5%
Top 10 Holdings %
Top 10 Hldgs %
26.79%
Holding
2,424
New
142
Increased
895
Reduced
1,176
Closed
161
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Bitcoin Trust
IBIT
|
+$150M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
+$69.3M |
| 3 |
ARK Innovation ETF
ARKK
|
+$49.9M |
| 4 |
EFFI
Harbor Osmosis International Resource Efficient ETF
EFFI
|
+$49.7M |
| 5 |
News Corp Class A
NWSA
|
+$30.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$186M |
| 2 |
NVIDIA
NVDA
|
+$116M |
| 3 |
Microsoft
MSFT
|
+$116M |
| 4 |
Invesco Senior Loan ETF
BKLN
|
+$86.3M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
576
Revvity
RVTY
$13.1B
| $11.3M | 0.03% |
100,894
+2,298
| +2% | +$270K |
|
577
Knight Transportation
KNX
$12B
| $11.3M | 0.03% |
212,296
+9,487
| +5% | +$516K |
|
578
Tyson Foods
TSN
$19.9B
| $11.2M | 0.03% |
195,809
-79,876
| -29% | -$4.83M |
|
579
Zoom
ZM
$32.1B
| $11.2M | 0.03% |
137,341
-4,052
| -3% | -$319K |
|
580
Bio-Techne
TECH
$11.3B
| $11.2M | 0.03% |
154,938
+26,619
| +21% | +$1.95M |
|
|
SGI
581
Somnigroup International
SGI
$14B
| $11.2M | 0.03% |
196,783
+59,759
| +44% | +$3.19M |
|
582
Align Technology
ALGN
$12.4B
| $11.1M | 0.03% |
53,423
+4,969
| +10% | +$1.11M |
|
583
Robinhood
HOOD
$89.5B
| $11.1M | 0.03% |
298,339
| – | – |
|
584
Expeditors International
EXPD
$24.2B
| $11.1M | 0.03% |
100,321
-1,347
| -1% | -$161K |
|
585
Aramark
ARMK
$16.1B
| $11.1M | 0.03% |
297,700
+98,131
| +49% | +$3.82M |
|
586
Universal Health Services
UHS
$10.1B
| $11.1M | 0.03% |
61,900
-11,415
| -16% | -$2.32M |
|
587
Clorox
CLX
$13B
| $11.1M | 0.03% |
68,234
-2,836
| -4% | -$464K |
|
588
Tenet Healthcare
THC
$21.5B
| $11.1M | 0.03% |
87,567
+17,226
| +24% | +$2.56M |
|
589
Varonis Systems
VRNS
$5.22B
| $11M | 0.03% |
248,180
+3,669
| +2% | +$191K |
|
590
BJs Wholesale Club
BJ
$12B
| $11M | 0.03% |
123,311
+8,597
| +7% | +$777K |
|
591
Payoneer
PAYO
$2.42B
| $11M | 0.03% |
1,094,542
+91,166
| +9% | +$871K |
|
592
Texas Capital Bancshares
TCBI
$4.39B
| $11M | 0.03% |
140,182
+9,077
| +7% | +$735K |
|
593
Mid-America Apartment Communities
MAA
$15.6B
| $10.9M | 0.03% |
70,685
-16,116
| -19% | -$2.52M |
|
594
Fluor
FLR
$6.97B
| $10.9M | 0.03% |
221,138
+3,470
| +2% | +$183K |
|
595
Ciena
CIEN
$62.8B
| $10.9M | 0.03% |
128,316
-10,120
| -7% | -$726K |
|
596
Ally Financial
ALLY
$13.6B
| $10.9M | 0.03% |
302,141
-20,063
| -6% | -$729K |
|
597
Liberty Media Series C
FWONK
$26B
| $10.9M | 0.03% |
117,412
| – | – |
|
598
Baxter International
BAX
$14B
| $10.8M | 0.03% |
371,963
-60,304
| -14% | -$2.03M |
|
599
Axos Financial
AX
$5.74B
| $10.8M | 0.03% |
154,937
+9,979
| +7% | +$729K |
|
600
Ryman Hospitality Properties
RHP
$7.86B
| $10.8M | 0.03% |
103,683
+11,854
| +13% | +$1.32M |
|
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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.