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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
TMUS icon
101
T-Mobile US
TMUS
$190B
$67M 0.17%
303,742
-40,478
-12% -$9.21M
MUB icon
102
iShares National Muni Bond ETF
MUB
$45.9B
$64.8M 0.17%
607,800
– –
MRSH
103
Marsh
MRSH
$90.1B
$64.7M 0.17%
304,458
-13,774
-4% -$3.06M
CB icon
104
Chubb
CB
$132B
$62.7M 0.16%
226,982
-8,887
-4% -$2.52M
XRT icon
105
State Street SPDR S&P Retail ETF
XRT
$639M
$61.4M 0.16%
771,797
-167,789
-18% -$13.3M
VRTX icon
106
Vertex Pharmaceuticals
VRTX
$133B
$61.3M 0.16%
152,240
-1,939
-1% -$899K
DE icon
107
Deere & Co
DE
$167B
$60.9M 0.16%
143,788
-8,076
-5% -$3.4M
LRCX icon
108
Lam Research
LRCX
$408B
$59.4M 0.15%
822,423
-2,307
-0.3% -$175K
MDT icon
109
Medtronic
MDT
$116B
$59.3M 0.15%
741,877
-29,906
-4% -$2.59M
MDLZ icon
110
Mondelez International
MDLZ
$79.4B
$58.7M 0.15%
982,943
-13,074
-1% -$865K
LMT icon
111
Lockheed Martin
LMT
$140B
$58.5M 0.15%
120,399
-7,040
-6% -$3.84M
ADI icon
112
Analog Devices
ADI
$187B
$58.4M 0.15%
274,769
-12,509
-4% -$2.77M
LBTYA icon
113
Liberty Global Class A
LBTYA
$3.55B
$58.3M 0.15%
4,568,112
-678,073
-13% -$11.3M
GLD icon
114
PUT
SPDR Gold Trust
GLD
$144B
$58.1M 0.15%
+240,000
New +$59M
SBUX icon
115
Starbucks
SBUX
$124B
$57.2M 0.15%
626,769
-83,682
-12% -$8.1M
KKR icon
116
KKR & Co
KKR
$99.5B
$56.5M 0.14%
381,757
-20,690
-5% -$3.04M
APH icon
117
Amphenol
APH
$210B
$56.4M 0.14%
811,601
-385,075
-32% -$27M
GEV icon
118
GE Vernova
GEV
$277B
$55.1M 0.14%
167,601
-7,654
-4% -$2.39M
PLD icon
119
Prologis
PLD
$134B
$54.1M 0.14%
511,504
-25,003
-5% -$2.87M
SPY icon
120
State Street SPDR S&P 500 ETF Trust
SPY
$809B
$54M 0.14%
92,192
-19,708
-18% -$11.6M
SHW icon
121
Sherwin-Williams
SHW
$87.4B
$53.5M 0.14%
157,372
+8,495
+6% +$3.17M
MO icon
122
Altria Group
MO
$107B
$53.4M 0.14%
1,020,853
-235,811
-19% -$12.6M
TT icon
123
Trane Technologies
TT
$105B
$53.3M 0.14%
144,343
-7,992
-5% -$3.17M
MRVL icon
124
Marvell Technology
MRVL
$195B
$52.8M 0.13%
478,142
-10,593
-2% -$983K
UPS icon
125
United Parcel Service
UPS
$88.4B
$52.7M 0.13%
417,817
-32,790
-7% -$4.32M
3 4
5
6 7

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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.