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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
RPM icon
626
RPM International
RPM
$14.5B
$10.4M 0.03%
84,672
-2,152
-2% -$284K
BDC icon
627
Belden
BDC
$5.36B
$10.4M 0.03%
92,276
+2,347
+3% +$280K
AMED
628
DELISTED
Amedisys
AMED
$10.4M 0.03%
114,380
+95,746
+514% +$8.79M
RDDT icon
629
Reddit
RDDT
$30.4B
$10.4M 0.03%
63,417
+30,320
+92% +$3.74M
DG icon
630
Dollar General
DG
$26.9B
$10.3M 0.03%
136,337
-7,240
-5% -$571K
CHKP icon
631
Check Point Software Technologies
CHKP
$13.7B
$10.3M 0.03%
55,254
-1,700
-3% -$320K
PFG icon
632
Principal Financial Group
PFG
$24.6B
$10.3M 0.03%
133,032
-38,058
-22% -$3.21M
MEDP icon
633
Medpace
MEDP
$16.2B
$10.3M 0.03%
30,953
+780
+3% +$265K
BBY icon
634
Best Buy
BBY
$18B
$10.2M 0.03%
119,185
-23,739
-17% -$2.17M
TENB icon
635
Tenable Holdings
TENB
$4.41B
$10.2M 0.03%
258,946
+9,777
+4% +$405K
COO icon
636
Cooper Companies
COO
$14.9B
$10.2M 0.03%
110,752
-1,673
-1% -$170K
CDP icon
637
COPT Defense Properties
CDP
$4.23B
$10.1M 0.03%
327,685
-2,945
-0.9% -$93.5K
WH icon
638
Wyndham Hotels & Resorts
WH
$5.51B
$10.1M 0.03%
100,301
+31,951
+47% +$2.97M
ITRI icon
639
Itron
ITRI
$4.5B
$10.1M 0.03%
92,719
+2,574
+3% +$288K
JBHT icon
640
JB Hunt Transport Services
JBHT
$26.5B
$10M 0.03%
58,883
-801
-1% -$143K
EEMS icon
641
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$378M
$10M 0.03%
172,513
+9,000
+6% +$548K
PLXS icon
642
Plexus
PLXS
$7.04B
$10M 0.03%
64,086
-6,187
-9% -$946K
KBR icon
643
KBR
KBR
$4.81B
$10M 0.03%
173,068
+4,752
+3% +$303K
VRSN icon
644
VeriSign
VRSN
$26B
$10M 0.03%
48,315
-3,887
-7% -$732K
JEF icon
645
Jefferies Financial Group
JEF
$12.9B
$9.99M 0.03%
127,466
-8,845
-6% -$636K
SNA icon
646
Snap-on
SNA
$20.9B
$9.99M 0.03%
29,421
-5,659
-16% -$1.91M
ONTO icon
647
Onto Innovation
ONTO
$20.6B
$9.96M 0.03%
59,778
+7,078
+13% +$1.29M
TRU icon
648
TransUnion
TRU
$15.5B
$9.95M 0.03%
107,326
-2,319
-2% -$235K
BURL icon
649
Burlington
BURL
$22.4B
$9.95M 0.03%
34,904
-3,518
-9% -$951K
IEX icon
650
IDEX
IEX
$17.6B
$9.95M 0.03%
47,526
-3,363
-7% -$736K
24 25
26
27 28

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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.