We are live on ! Find out more
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
UA icon
876
Under Armour Class C
UA
$2.25B
$5.9M 0.02%
790,800
+687,520
+666% +$5.74M
HEI icon
877
HEICO Corp
HEI
$51.9B
$5.89M 0.02%
24,768
– –
TGTX icon
878
TG Therapeutics
TGTX
$7.34B
$5.87M 0.02%
195,164
+2,189
+1% +$62.8K
EXAS
879
DELISTED
Exact Sciences
EXAS
$5.85M 0.01%
104,185
– –
BBWI icon
880
Bath & Body Works
BBWI
$3.76B
$5.84M 0.01%
150,560
-3,767
-2% -$126K
LECO icon
881
Lincoln Electric
LECO
$15.5B
$5.83M 0.01%
31,114
-1,126
-3% -$227K
GTES icon
882
Gates Industrial Corporation Ltd.
GTES
$7B
$5.81M 0.01%
282,353
+106,515
+61% +$2.15M
TTMI icon
883
TTM Technologies
TTMI
$14.6B
$5.8M 0.01%
234,321
+24,522
+12% +$555K
HIW icon
884
Highwoods Properties
HIW
$3.51B
$5.79M 0.01%
189,283
+43,714
+30% +$1.42M
LSTR icon
885
Landstar System
LSTR
$6.4B
$5.77M 0.01%
33,549
-226
-0.7% -$41.3K
DGII icon
886
Digi International
DGII
$3.23B
$5.75M 0.01%
190,258
+23,032
+14% +$718K
HAE icon
887
Haemonetics
HAE
$4.11B
$5.75M 0.01%
73,658
+13,788
+23% +$1.11M
FIX icon
888
Comfort Systems
FIX
$60.8B
$5.73M 0.01%
13,524
+3,394
+34% +$1.49M
AER icon
889
AerCap
AER
$23.5B
$5.73M 0.01%
59,879
-9,500
-14% -$911K
LBRDK icon
890
Liberty Broadband Class C
LBRDK
$5.29B
$5.71M 0.01%
76,380
-2,439
-3% -$203K
COLB icon
891
Columbia Banking Systems
COLB
$9.18B
$5.71M 0.01%
211,243
+1,434
+0.7% +$41.1K
UNM icon
892
Unum
UNM
$14.7B
$5.7M 0.01%
78,114
-18,077
-19% -$1.25M
ACHC icon
893
Acadia Healthcare
ACHC
$2.82B
$5.69M 0.01%
143,462
+11,971
+9% +$540K
IJH icon
894
iShares Core S&P Mid-Cap ETF
IJH
$128B
$5.68M 0.01%
91,120
+54,160
+147% +$3.47M
CAVA icon
895
CAVA Group
CAVA
$8.43B
$5.67M 0.01%
50,242
+11,851
+31% +$1.58M
AAON icon
896
Aaon
AAON
$7.23B
$5.64M 0.01%
47,964
-80,964
-63% -$9.93M
TNL icon
897
Travel + Leisure Co
TNL
$4.58B
$5.61M 0.01%
111,282
+46,290
+71% +$2.35M
BANR icon
898
Banner Corp
BANR
$2.5B
$5.6M 0.01%
83,857
+2,934
+4% +$201K
OLED icon
899
Universal Display
OLED
$4.18B
$5.6M 0.01%
38,292
-1,523
-4% -$271K
CNH
900
CNH Industrial
CNH
$16.7B
$5.59M 0.01%
493,169
-3,815
-0.8% -$43.4K
34 35
36
37 38

Similar funds

TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM

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.