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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 | |
|---|---|---|---|---|---|---|
1326
Otter Tail
OTTR
$3.87B
| $1.8M | ﹤0.01% |
24,367
-3,301
| -12% | -$258K |
|
1327
Royal Gold
RGLD
$19.1B
| $1.79M | ﹤0.01% |
13,552
-3,184
| -19% | -$460K |
|
1328
Tarsus Pharmaceuticals
TARS
$3.07B
| $1.78M | ﹤0.01% |
32,213
-13,144
| -29% | -$597K |
|
1329
AdaptHealth
AHCO
$760M
| $1.78M | ﹤0.01% |
187,192
+46,675
| +33% | +$472K |
|
1330
Acushnet Holdings
GOLF
$5.2B
| $1.78M | ﹤0.01% |
25,063
-5,253
| -17% | -$357K |
|
1331
Travere Therapeutics
TVTX
$5.79B
| $1.77M | ﹤0.01% |
101,772
+43,661
| +75% | +$772K |
|
1332
Scholar Rock
SRRK
$6.55B
| $1.77M | ﹤0.01% |
+40,984
| New | +$1.33M |
|
1333
Chesapeake Utilities
CPK
$3.25B
| $1.77M | ﹤0.01% |
14,579
-444
| -3% | -$55K |
|
1334
UiPath
PATH
$8.64B
| $1.77M | ﹤0.01% |
139,084
-40,166
| -22% | -$531K |
|
1335
H.B. Fuller
FUL
$3.24B
| $1.77M | ﹤0.01% |
26,178
-3,828
| -13% | -$287K |
|
1336
Progyny
PGNY
$1.99B
| $1.76M | ﹤0.01% |
102,030
-204,130
| -67% | -$3.17M |
|
1337
Herc Holdings
HRI
$5.64B
| $1.76M | ﹤0.01% |
9,289
+1,597
| +21% | +$322K |
|
1338
Dyne Therapeutics
DYN
$4.85B
| $1.75M | ﹤0.01% |
74,378
+19,275
| +35% | +$570K |
|
|
MRC
1339
DELISTED
MRC Global
MRC
| $1.75M | ﹤0.01% |
136,713
+1,283
| +0.9% | +$16.8K |
|
1340
California Water Service
CWT
$3.09B
| $1.74M | ﹤0.01% |
38,374
-1,401
| -4% | -$70.7K |
|
1341
Manitowoc
MTW
$727M
| $1.74M | ﹤0.01% |
190,373
-35,104
| -16% | -$346K |
|
1342
Triumph Financial Inc
TFIN
$1.87B
| $1.73M | ﹤0.01% |
19,076
-4,549
| -19% | -$423K |
|
1343
Biohaven
BHVN
$2.24B
| $1.73M | ﹤0.01% |
46,384
-739
| -2% | -$34.5K |
|
1344
Hovnanian Enterprises
HOV
$793M
| $1.73M | ﹤0.01% |
12,937
+7,096
| +121% | +$1.24M |
|
1345
Alarm.com
ALRM
$2.72B
| $1.72M | ﹤0.01% |
28,278
-2,311
| -8% | -$138K |
|
1346
Paysafe
PSFE
$352M
| $1.72M | ﹤0.01% |
100,500
+40,972
| +69% | +$830K |
|
1347
Twist Bioscience
TWST
$7.85B
| $1.71M | ﹤0.01% |
36,781
-1,060
| -3% | -$47.9K |
|
1348
Steven Madden
SHOO
$3.49B
| $1.7M | ﹤0.01% |
40,040
-9,141
| -19% | -$412K |
|
1349
Cytek Biosciences
CTKB
$621M
| $1.69M | ﹤0.01% |
260,238
-12,295
| -5% | -$73.2K |
|
1350
Dole
DOLE
$1.23B
| $1.68M | ﹤0.01% |
124,429
+3,901
| +3% | +$59.9K |
|
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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.