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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
UBER icon
76
Uber
UBER
$154B
$88.2M 0.23%
1,209,962
+77,248
+7% +$5.57M
BKNG icon
77
Booking.com
BKNG
$159B
$85.7M 0.22%
465,025
+1,625
+0.4% +$311K
PFE icon
78
Pfizer
PFE
$150B
$85.1M 0.22%
3,357,594
+224,894
+7% +$5.88M
NEE icon
79
NextEra Energy
NEE
$179B
$84.1M 0.22%
1,186,765
+18,883
+2% +$1.33M
GILD icon
80
Gilead Sciences
GILD
$168B
$81.3M 0.21%
725,913
-10,674
-1% -$1.1M
BLK icon
81
Blackrock
BLK
$180B
$81.1M 0.21%
85,686
+3,690
+5% +$3.62M
TMUS icon
82
T-Mobile US
TMUS
$190B
$81.1M 0.21%
303,986
+244
+0.1% +$60.1K
UNP icon
83
Union Pacific
UNP
$174B
$80.5M 0.21%
340,566
+3,703
+1% +$891K
COP icon
84
ConocoPhillips
COP
$153B
$79.2M 0.2%
754,171
-36,192
-5% -$3.61M
C icon
85
Citigroup
C
$231B
$78.5M 0.2%
1,105,117
+49,896
+5% +$3.8M
TJX icon
86
TJX Companies
TJX
$169B
$77.8M 0.2%
638,458
-6,627
-1% -$804K
SCHW
87
Charles Schwab
SCHW
$189B
$77.7M 0.2%
992,582
+54,878
+6% +$4.31M
HON icon
88
Honeywell
HON
$74.6B
$77.4M 0.2%
387,759
+6,483
+2% +$1.31M
SYK icon
89
Stryker
SYK
$133B
$76.4M 0.2%
205,233
+614
+0.3% +$234K
FISV
90
Fiserv Inc
FISV
$27.4B
$76.3M 0.2%
345,415
+11,976
+4% +$2.62M
DHR icon
91
Danaher
DHR
$145B
$75.6M 0.2%
368,998
+3,172
+0.9% +$693K
ADP icon
92
Automatic Data Processing
ADP
$107B
$74.9M 0.19%
245,286
+7,603
+3% +$2.29M
LOW icon
93
Lowe's Companies
LOW
$121B
$74M 0.19%
317,397
+1,374
+0.4% +$338K
VRTX icon
94
Vertex Pharmaceuticals
VRTX
$133B
$74M 0.19%
152,677
+437
+0.3% +$204K
BA icon
95
Boeing
BA
$183B
$73.4M 0.19%
430,163
+26,714
+7% +$4.62M
MDT icon
96
Medtronic
MDT
$116B
$70.3M 0.18%
781,805
+39,928
+5% +$3.57M
MRSH
97
Marsh
MRSH
$90.1B
$69.7M 0.18%
285,815
-18,643
-6% -$4.23M
BMY icon
98
Bristol-Myers Squibb
BMY
$130B
$69.6M 0.18%
1,140,867
-94,477
-8% -$5.51M
GLD icon
99
PUT
SPDR Gold Trust
GLD
$144B
$69.2M 0.18%
240,000
– –
CB icon
100
Chubb
CB
$132B
$68.4M 0.18%
226,558
-424
-0.2% -$118K
2 3
4
5 6

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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.