We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|
676
Steel Dynamics
STLD
$37.3B
| $9.52M | 0.02% |
83,443
-9,841
| -11% | -$1.31M |
|
677
Allison Transmission
ALSN
$10.2B
| $9.51M | 0.02% |
87,964
+5,990
| +7% | +$654K |
|
678
Cannae Holdings
CNNE
$675M
| $9.51M | 0.02% |
478,607
+33,016
| +7% | +$661K |
|
679
Chord Energy
CHRD
$7.35B
| $9.5M | 0.02% |
81,274
-24,995
| -24% | -$3.14M |
|
680
UDR
UDR
$12.2B
| $9.48M | 0.02% |
218,420
-1,336
| -0.6% | -$59.1K |
|
|
BLD
681
DELISTED
TopBuild
BLD
| $9.46M | 0.02% |
30,372
+8,557
| +39% | +$3.14M |
|
682
Cinemark Holdings
CNK
$4.37B
| $9.45M | 0.02% |
304,960
-19,101
| -6% | -$591K |
|
683
Pool Corp
POOL
$7.29B
| $9.43M | 0.02% |
27,669
+1,230
| +5% | +$448K |
|
684
nVent Electric
NVT
$27.5B
| $9.42M | 0.02% |
138,238
-25,527
| -16% | -$1.88M |
|
685
Omega Healthcare
OHI
$13.9B
| $9.41M | 0.02% |
248,525
-1,061
| -0.4% | -$42.4K |
|
686
Duolingo
DUOL
$6.74B
| $9.4M | 0.02% |
28,985
-2,335
| -7% | -$743K |
|
687
Goosehead Insurance
GSHD
$2.39B
| $9.37M | 0.02% |
87,356
+3,522
| +4% | +$385K |
|
688
Woodward
WWD
$21.2B
| $9.36M | 0.02% |
56,237
-7,422
| -12% | -$1.27M |
|
|
AZEK
689
DELISTED
The AZEK Co
AZEK
| $9.28M | 0.02% |
195,590
+5,124
| +3% | +$245K |
|
690
W.P. Carey
WPC
$16.3B
| $9.28M | 0.02% |
170,335
+46,586
| +38% | +$2.65M |
|
691
Equitable Holdings
EQH
$14.4B
| $9.27M | 0.02% |
196,457
-63,212
| -24% | -$2.92M |
|
692
Generac Holdings
GNRC
$12.8B
| $9.26M | 0.02% |
59,720
-5,561
| -9% | -$961K |
|
693
Allegion
ALLE
$14.2B
| $9.25M | 0.02% |
70,790
+1,646
| +2% | +$233K |
|
|
PR
694
Permian Resources
PR
$17.7B
| $9.23M | 0.02% |
641,782
+61,679
| +11% | +$894K |
|
695
Paylocity
PCTY
$8.1B
| $9.21M | 0.02% |
46,181
+8,404
| +22% | +$1.61M |
|
696
Simpson Manufacturing
SSD
$8B
| $9.19M | 0.02% |
55,406
+1,446
| +3% | +$265K |
|
697
Pentair
PNR
$10.7B
| $9.18M | 0.02% |
91,186
-3,071
| -3% | -$315K |
|
698
Magnolia Oil & Gas
MGY
$6.13B
| $9.17M | 0.02% |
392,365
+17,226
| +5% | +$448K |
|
699
Zscaler
ZS
$30.4B
| $9.15M | 0.02% |
50,716
-485
| -0.9% | -$93.9K |
|
700
Booz Allen Hamilton
BAH
$9.43B
| $9.14M | 0.02% |
70,996
-2,093
| -3% | -$325K |
|
Similar funds
LP
HF
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.