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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 | |
|---|---|---|---|---|---|---|
601
Sun Communities
SUI
$14.6B
| $10.7M | 0.03% |
82,794
+14,146
| +21% | +$1.81M |
|
602
BioMarin Pharmaceuticals
BMRN
$13.3B
| $10.5M | 0.03% |
149,219
+22,781
| +18% | +$1.53M |
|
603
Jack Henry & Associates
JKHY
$11.1B
| $10.5M | 0.03% |
57,342
-19,269
| -25% | -$3.36M |
|
604
Perella Weinberg Partners
PWP
$1.33B
| $10.5M | 0.03% |
568,611
+358
| +0.1% | +$8.12K |
|
605
Texas Capital Bancshares
TCBI
$4.38B
| $10.5M | 0.03% |
140,052
-130
| -0.1% | -$10.1K |
|
606
Toll Brothers
TOL
$14B
| $10.5M | 0.03% |
98,985
-970
| -1% | -$116K |
|
607
DraftKings
DKNG
$12.6B
| $10.4M | 0.03% |
314,511
-6,143
| -2% | -$252K |
|
608
KeyCorp
KEY
$24.6B
| $10.4M | 0.03% |
652,375
-142,548
| -18% | -$2.42M |
|
609
CubeSmart
CUBE
$9.4B
| $10.4M | 0.03% |
243,218
-51,500
| -17% | -$2.15M |
|
610
Zoom
ZM
$32.2B
| $10.4M | 0.03% |
140,714
+3,373
| +2% | +$269K |
|
611
Avery Dennison
AVY
$13.6B
| $10.3M | 0.03% |
57,810
+848
| +1% | +$156K |
|
612
Bio-Techne
TECH
$11.2B
| $10.2M | 0.03% |
174,580
+19,642
| +13% | +$1.33M |
|
613
Mueller Water Products
MWA
$3.98B
| $10.2M | 0.03% |
401,413
+17,471
| +5% | +$438K |
|
|
GTLS
614
DELISTED
Chart Industries
GTLS
| $10.2M | 0.03% |
70,647
+1,858
| +3% | +$342K |
|
615
Super Micro Computer
SMCI
$25.3B
| $10.2M | 0.03% |
296,725
+4,826
| +2% | +$183K |
|
616
Ovintiv
OVV
$17.2B
| $10.1M | 0.03% |
237,058
-920
| -0.4% | -$39.3K |
|
617
Varonis Systems
VRNS
$5.26B
| $10.1M | 0.03% |
250,678
+2,498
| +1% | +$107K |
|
618
Estee Lauder
EL
$31.6B
| $10.1M | 0.03% |
153,540
+26,494
| +21% | +$1.92M |
|
619
Snap-on
SNA
$20.9B
| $10.1M | 0.03% |
30,046
+625
| +2% | +$212K |
|
620
Expeditors International
EXPD
$24.3B
| $10.1M | 0.03% |
84,109
-16,212
| -16% | -$1.87M |
|
621
United Airlines
UAL
$41B
| $10.1M | 0.03% |
146,296
+143,128
| +4,518% | +$13.5M |
|
622
RBC Bearings
RBC
$17.5B
| $10.1M | 0.03% |
31,386
+1,670
| +6% | +$563K |
|
623
Cousins Properties
CUZ
$4.93B
| $10.1M | 0.03% |
341,918
+19,742
| +6% | +$591K |
|
624
InterDigital
IDCC
$8.88B
| $10.1M | 0.03% |
48,768
-933
| -2% | -$188K |
|
625
Texas Roadhouse
TXRH
$13.6B
| $10.1M | 0.03% |
60,409
+5,505
| +10% | +$974K |
|
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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.