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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
-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
Cap. Flow
+$1.41B
Cap. Flow %
3.64%
Top 10 Hldgs %
25.43%
Holding
2,386
New
123
Increased
1,235
Reduced
836
Closed
145

Top Buys

Rank Stock Value
1
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$795M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$386M
3
EFFE
Harbor Osmosis Emerging Markets Resource Efficient ETF
EFFE
+$105M
4
BRK.A icon
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
IBIT icon
iShares Bitcoin Trust
IBIT
+$322M
2
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$85.2M
3
HEI.A icon
HEICO Corp Class A
HEI.A
+$34.6M
4
SPY icon
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
TRU icon
676
TransUnion
TRU
$15.5B
$9.18M 0.02%
110,635
+3,309
+3% +$302K
TER icon
677
Teradyne
TER
$64.2B
$9.13M 0.02%
110,582
+5,518
+5% +$617K
BLD
678
DELISTED
TopBuild
BLD
$9.09M 0.02%
29,792
-580
-2% -$186K
EG icon
679
Everest Group
EG
$14B
$9.05M 0.02%
24,908
-1,889
-7% -$668K
CDP icon
680
COPT Defense Properties
CDP
$4.23B
$9.03M 0.02%
331,197
+3,512
+1% +$99K
CHRD icon
681
Chord Energy
CHRD
$7.35B
$9.03M 0.02%
80,111
-1,163
-1% -$132K
BF.A icon
682
Brown-Forman Class A
BF.A
$13.1B
$9.02M 0.02%
269,586
+133,400
+98% +$4.48M
HWC icon
683
Hancock Whitney
HWC
$6.37B
$9.01M 0.02%
171,822
+8,645
+5% +$486K
DT icon
684
Dynatrace
DT
$14.7B
$8.97M 0.02%
190,210
+8,357
+5% +$457K
CR icon
685
Crane Co
CR
$12.7B
$8.92M 0.02%
58,246
-6,180
-10% -$992K
PR
686
Permian Resources
PR
$17.7B
$8.89M 0.02%
642,030
+248
+0% +$3.55K
RPM icon
687
RPM International
RPM
$14.5B
$8.88M 0.02%
76,757
-7,915
-9% -$962K
SSD icon
688
Simpson Manufacturing
SSD
$8B
$8.79M 0.02%
55,937
+531
+1% +$87.2K
DUOL icon
689
Duolingo
DUOL
$6.74B
$8.75M 0.02%
28,175
-810
-3% -$277K
RBRK icon
690
Rubrik
RBRK
$21.6B
$8.75M 0.02%
143,437
+13,951
+11% +$952K
MMSI icon
691
Merit Medical Systems
MMSI
$5.4B
$8.74M 0.02%
82,701
+682
+0.8% +$70.4K
IEX icon
692
IDEX
IEX
$17.6B
$8.73M 0.02%
48,223
+697
+1% +$139K
KBR icon
693
KBR
KBR
$4.81B
$8.71M 0.02%
174,824
+1,756
+1% +$93.7K
PCTY icon
694
Paylocity
PCTY
$8.1B
$8.7M 0.02%
46,414
+233
+0.5% +$46.5K
PHR icon
695
Phreesia
PHR
$780M
$8.68M 0.02%
339,560
+6,863
+2% +$187K
DLTR icon
696
Dollar Tree
DLTR
$24.9B
$8.67M 0.02%
115,549
+3,299
+3% +$236K
COLD icon
697
Americold
COLD
$4.32B
$8.64M 0.02%
402,531
+5,236
+1% +$114K
ALLY icon
698
Ally Financial
ALLY
$13.6B
$8.62M 0.02%
236,316
-65,825
-22% -$2.42M
ARE icon
699
Alexandria Real Estate Equities
ARE
$8.33B
$8.6M 0.02%
92,935
+6,735
+8% +$660K
UFPI icon
700
UFP Industries
UFPI
$5.03B
$8.55M 0.02%
79,847
+446
+0.6% +$49.8K
26 27
28
29 30

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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.