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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 | |
|---|---|---|---|---|---|---|
826
iRhythm Holdings
IRTC
$4.06B
| $6.71M | 0.02% |
74,416
+3,836
| +5% | +$301K |
|
|
SKX
827
DELISTED
Skechers
SKX
| $6.7M | 0.02% |
99,651
-4,554
| -4% | -$295K |
|
828
Toro Company
TTC
$9.21B
| $6.66M | 0.02% |
83,121
+24,477
| +42% | +$2.05M |
|
|
MRUS
829
DELISTED
Merus
MRUS
| $6.64M | 0.02% |
157,865
-8,653
| -5% | -$416K |
|
830
Equity Lifestyle Properties
ELS
$12.6B
| $6.59M | 0.02% |
99,023
-1,003
| -1% | -$69.5K |
|
831
Academy Sports + Outdoors
ASO
$3.03B
| $6.59M | 0.02% |
114,597
+64,758
| +130% | +$3.42M |
|
832
Charles River Laboratories
CRL
$13.4B
| $6.59M | 0.02% |
35,706
+4,777
| +15% | +$920K |
|
833
Crown Holdings
CCK
$12.9B
| $6.59M | 0.02% |
79,654
+11,477
| +17% | +$1.04M |
|
834
Bruker
BRKR
$8.83B
| $6.57M | 0.02% |
112,137
+4,382
| +4% | +$259K |
|
835
Lattice Semiconductor
LSCC
$18.2B
| $6.55M | 0.02% |
115,679
+15,219
| +15% | +$835K |
|
|
UMH
836
UMH Properties
UMH
$1.42B
| $6.53M | 0.02% |
345,963
+27,097
| +8% | +$517K |
|
837
Southwest Gas
SWX
$6.67B
| $6.51M | 0.02% |
92,123
+2,086
| +2% | +$155K |
|
838
MarketAxess Holdings
MKTX
$5.72B
| $6.5M | 0.02% |
28,758
+4,591
| +19% | +$1.21M |
|
839
Oceaneering
OII
$5.11B
| $6.49M | 0.02% |
248,845
+19,510
| +9% | +$516K |
|
|
ABX
840
Abacus Global Management
ABX
$833M
| $6.47M | 0.02% |
826,596
+226,596
| +38% | +$1.94M |
|
841
Paycom
PAYC
$10.1B
| $6.47M | 0.02% |
31,576
-12,406
| -28% | -$2.53M |
|
842
Exelixis
EXEL
$12.5B
| $6.47M | 0.02% |
194,348
-9,977
| -5% | -$324K |
|
|
REVG
843
DELISTED
REV Group
REVG
| $6.45M | 0.02% |
202,312
+585
| +0.3% | +$17.4K |
|
844
Delta Air Lines
DAL
$60B
| $6.41M | 0.02% |
106,010
-19,402
| -15% | -$1.15M |
|
845
VF Corp
VFC
$5.79B
| $6.4M | 0.02% |
298,405
-196,888
| -40% | -$4.01M |
|
846
Carlyle Group
CG
$18.3B
| $6.38M | 0.02% |
126,360
-5,712
| -4% | -$290K |
|
847
Lazard
LAZ
$4.43B
| $6.37M | 0.02% |
123,704
+54,436
| +79% | +$2.92M |
|
|
CYBR
848
DELISTED
CyberArk
CYBR
| $6.36M | 0.02% |
19,088
| – | – |
|
849
HF Sinclair
DINO
$16.3B
| $6.36M | 0.02% |
181,415
+54,129
| +43% | +$2.21M |
|
850
Kite Realty
KRG
$5.31B
| $6.35M | 0.02% |
251,639
+1,238
| +0.5% | +$32.6K |
|
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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.