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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
EEFT icon
801
Euronet Worldwide
EEFT
$2.78B
$7.19M 0.02%
69,926
-145
-0.2% -$14.8K
TBBK icon
802
The Bancorp
TBBK
$2.82B
$7.17M 0.02%
136,241
+7,271
+6% +$398K
CASH icon
803
Pathward Financial
CASH
$1.79B
$7.17M 0.02%
97,391
+5,337
+6% +$407K
BRBR icon
804
BellRing Brands
BRBR
$1.28B
$7.14M 0.02%
94,800
-300,330
-76% -$21.3M
CRDO icon
805
Credo Technology Group
CRDO
$49.6B
$7.13M 0.02%
106,112
-12,545
-11% -$623K
ALG icon
806
Alamo Group
ALG
$1.99B
$7.1M 0.02%
38,205
+4,174
+12% +$780K
VNT icon
807
Vontier
VNT
$4.47B
$7.1M 0.02%
194,637
+34,704
+22% +$1.28M
WMS icon
808
Advanced Drainage Systems
WMS
$11.3B
$7.02M 0.02%
60,757
-137
-0.2% -$19K
NXST icon
809
Nexstar Media Group
NXST
$5.81B
$6.98M 0.02%
44,210
+1,383
+3% +$232K
WAY
810
Waystar Holding Corp
WAY
$4.81B
$6.98M 0.02%
190,244
+90,244
+90% +$2.77M
MIDD icon
811
Middleby
MIDD
$5.29B
$6.98M 0.02%
51,538
+3,527
+7% +$486K
CPRI icon
812
Capri Holdings
CPRI
$1.77B
$6.96M 0.02%
330,465
+250,392
+313% +$6.81M
PLNT icon
813
Planet Fitness
PLNT
$3.71B
$6.94M 0.02%
70,153
-3,035
-4% -$277K
CTRE icon
814
CareTrust REIT
CTRE
$9.18B
$6.92M 0.02%
255,716
+3,084
+1% +$92.1K
CHRW icon
815
C.H. Robinson
CHRW
$17.5B
$6.87M 0.02%
66,533
-15,450
-19% -$1.66M
SWK icon
816
Stanley Black & Decker
SWK
$15.4B
$6.86M 0.02%
85,475
-21,428
-20% -$1.99M
WFRD icon
817
Weatherford International
WFRD
$6.6B
$6.82M 0.02%
95,237
+2,862
+3% +$235K
AMH icon
818
American Homes 4 Rent
AMH
$12.3B
$6.79M 0.02%
181,489
-5,393
-3% -$202K
AES icon
819
AES
AES
$10.5B
$6.79M 0.02%
527,382
+76,484
+17% +$1.14M
HRL icon
820
Hormel Foods
HRL
$13.4B
$6.79M 0.02%
216,296
-30,276
-12% -$949K
KNTK icon
821
Kinetik
KNTK
$4.16B
$6.78M 0.02%
119,539
+24,166
+25% +$1.31M
GKOS icon
822
Glaukos
GKOS
$11.2B
$6.76M 0.02%
45,114
+4,349
+11% +$599K
ATRC icon
823
AtriCure
ATRC
$2.21B
$6.74M 0.02%
220,588
+11,017
+5% +$354K
AROC icon
824
Archrock
AROC
$5.85B
$6.74M 0.02%
270,619
+14,915
+6% +$345K
CMA
825
DELISTED
Comerica
CMA
$6.73M 0.02%
108,838
-14,756
-12% -$959K
31 32
33
34 35

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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.