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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
MUSA icon
901
Murphy USA
MUSA
$10.4B
$5.59M 0.01%
11,135
-2,331
-17% -$1.19M
ALB icon
902
Albemarle
ALB
$15.4B
$5.57M 0.01%
64,691
-5,470
-8% -$545K
RIVN icon
903
Rivian
RIVN
$22.9B
$5.56M 0.01%
418,149
– –
SOLV icon
904
Solventum
SOLV
$14.7B
$5.56M 0.01%
84,176
-10,124
-11% -$709K
OGE icon
905
OGE Energy
OGE
$9.71B
$5.56M 0.01%
134,801
-4,386
-3% -$183K
RH icon
906
RH
RH
$3.4B
$5.55M 0.01%
14,096
+199
+1% +$70.8K
FRPT icon
907
Freshpet
FRPT
$3.5B
$5.53M 0.01%
37,367
-1,529
-4% -$223K
VYX icon
908
NCR Voyix
VYX
$1.17B
$5.53M 0.01%
399,647
+100,171
+33% +$1.39M
AMG icon
909
Affiliated Managers Group
AMG
$9.7B
$5.52M 0.01%
29,860
-1,330
-4% -$248K
FLYW icon
910
Flywire
FLYW
$2.22B
$5.52M 0.01%
267,496
+16,241
+6% +$317K
NARI
911
DELISTED
Inari Medical, Inc. Common Stock
NARI
$5.5M 0.01%
107,758
+6,783
+7% +$333K
BL icon
912
BlackLine
BL
$1.82B
$5.48M 0.01%
90,230
+66,350
+278% +$3.96M
TPB icon
913
Turning Point Brands
TPB
$1.73B
$5.45M 0.01%
90,638
+58,920
+186% +$3.15M
FHN icon
914
First Horizon
FHN
$12.3B
$5.43M 0.01%
269,617
-63,721
-19% -$1.2M
NLY icon
915
Annaly Capital Management
NLY
$17.6B
$5.4M 0.01%
294,832
+12,279
+4% +$240K
MATX icon
916
Matsons
MATX
$6.39B
$5.4M 0.01%
40,013
+2,427
+6% +$353K
M icon
917
Macy's
M
$6.27B
$5.39M 0.01%
318,471
+124,753
+64% +$1.99M
CNM icon
918
Core & Main
CNM
$8.64B
$5.39M 0.01%
105,879
-32,658
-24% -$1.54M
CRBG icon
919
Corebridge Financial
CRBG
$15.3B
$5.37M 0.01%
179,563
-75,671
-30% -$2.33M
RPRX icon
920
Royalty Pharma
RPRX
$26.1B
$5.36M 0.01%
209,999
-6,966
-3% -$185K
AFG icon
921
American Financial Group
AFG
$12.1B
$5.35M 0.01%
39,059
-1,190
-3% -$164K
ROKU icon
922
Roku
ROKU
$22.9B
$5.33M 0.01%
71,677
– –
WTRG icon
923
Essential Utilities
WTRG
$11.5B
$5.33M 0.01%
146,683
– –
CZR icon
924
Caesars Entertainment
CZR
$6.04B
$5.31M 0.01%
158,888
-72,874
-31% -$2.89M
UEC icon
925
Uranium Energy
UEC
$5.54B
$5.3M 0.01%
792,887
+404,405
+104% +$3.1M
35 36
37
38 39

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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.