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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 | |
|---|---|---|---|---|---|---|
651
Global X Uranium ETF
URA
$6.31B
| $9.94M | 0.03% |
371,000
-29,000
| -7% | -$887K |
|
652
Voya Financial
VOYA
$9.16B
| $9.93M | 0.03% |
144,234
+18,154
| +14% | +$1.42M |
|
653
Teva Pharmaceuticals
TEVA
$42.6B
| $9.91M | 0.03% |
449,722
-37,100
| -8% | -$675K |
|
654
Texas Roadhouse
TXRH
$13.6B
| $9.91M | 0.03% |
54,904
+4,275
| +8% | +$805K |
|
655
CarMax
KMX
$8.52B
| $9.9M | 0.03% |
121,058
+22,888
| +23% | +$1.8M |
|
656
Dynatrace
DT
$14.7B
| $9.88M | 0.03% |
181,853
+2,610
| +1% | +$142K |
|
657
Cousins Properties
CUZ
$4.93B
| $9.87M | 0.03% |
322,176
+47,649
| +17% | +$1.46M |
|
658
Jabil
JBL
$38.8B
| $9.85M | 0.03% |
68,481
-16,764
| -20% | -$2.2M |
|
659
SentinelOne
S
$8.17B
| $9.84M | 0.03% |
443,383
+117,809
| +36% | +$3.01M |
|
660
HealthEquity
HQY
$8.83B
| $9.84M | 0.03% |
102,537
+3,427
| +3% | +$319K |
|
661
Terreno Realty
TRNO
$7.5B
| $9.82M | 0.03% |
166,078
-1,529
| -0.9% | -$94.3K |
|
662
Fidelity National Financial
FNF
$13.1B
| $9.8M | 0.03% |
174,483
+1,643
| +1% | +$98.9K |
|
663
Crane Co
CR
$12.7B
| $9.78M | 0.02% |
64,426
-199,413
| -76% | -$32.9M |
|
664
International Paper
IP
$21.8B
| $9.72M | 0.02% |
180,686
-45,143
| -20% | -$2.42M |
|
665
FNB Corp
FNB
$6.88B
| $9.72M | 0.02% |
657,364
-30,439
| -4% | -$467K |
|
666
Everest Group
EG
$14B
| $9.71M | 0.02% |
26,797
-8,772
| -25% | -$3.29M |
|
667
Federal Signal
FSS
$7.51B
| $9.71M | 0.02% |
105,115
+1,893
| +2% | +$174K |
|
668
Pinterest
PINS
$13.2B
| $9.69M | 0.02% |
334,070
-4,317
| -1% | -$136K |
|
669
WEX
WEX
$6.78B
| $9.66M | 0.02% |
55,090
+7,541
| +16% | +$1.41M |
|
670
Independence Realty Trust
IRT
$4.01B
| $9.65M | 0.02% |
486,400
+46,568
| +11% | +$951K |
|
671
Ovintiv
OVV
$17.2B
| $9.64M | 0.02% |
237,978
-1,800
| -0.8% | -$75K |
|
672
InterDigital
IDCC
$8.88B
| $9.63M | 0.02% |
49,701
+870
| +2% | +$152K |
|
673
Owens Corning
OC
$12.3B
| $9.59M | 0.02% |
56,307
-9,538
| -14% | -$1.78M |
|
674
Estee Lauder
EL
$31.6B
| $9.53M | 0.02% |
127,046
-21,192
| -14% | -$1.67M |
|
675
State Street SPDR S&P Biotech ETF
XBI
$10.3B
| $9.52M | 0.02% |
105,696
-229,813
| -68% | -$22.3M |
|
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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.