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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
-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
(-1.2%)
Cap. Flow
+$1.41B
Cap. Flow
% of AUM
3.64%
Top 10 Holdings %
Top 10 Hldgs %
25.43%
Holding
2,386
New
123
Increased
1,235
Reduced
836
Closed
145
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$795M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$386M |
| 3 |
EFFE
Harbor Osmosis Emerging Markets Resource Efficient ETF
EFFE
|
+$105M |
| 4 |
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 |
iShares Bitcoin Trust
IBIT
|
+$322M |
| 2 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$85.2M |
| 3 |
HEICO Corp Class A
HEI.A
|
+$34.6M |
| 4 |
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 | |
|---|---|---|---|---|---|---|
1326
M/I Homes
MHO
$3.82B
| $1.61M | ﹤0.01% |
14,084
-3,141
| -18% | -$385K |
|
|
DX
1327
Dynex Capital
DX
$3.23B
| $1.61M | ﹤0.01% |
123,380
+2,287
| +2% | +$30.7K |
|
1328
Janus International
JBI
$664M
| $1.59M | ﹤0.01% |
220,745
-258
| -0.1% | -$2.05K |
|
1329
Clearway Energy Class C
CWEN
$7.06B
| $1.59M | ﹤0.01% |
52,368
+257
| +0.5% | +$6.99K |
|
1330
Helix Energy Solutions
HLX
$1.49B
| $1.58M | ﹤0.01% |
190,496
-6,008
| -3% | -$50.6K |
|
1331
Western Union
WU
$2.34B
| $1.57M | ﹤0.01% |
148,247
+45,356
| +44% | +$481K |
|
1332
Alarm.com
ALRM
$2.72B
| $1.57M | ﹤0.01% |
28,145
-133
| -0.5% | -$7.98K |
|
1333
Kymera Therapeutics
KYMR
$9.51B
| $1.57M | ﹤0.01% |
57,220
+11,632
| +26% | +$424K |
|
1334
Paysafe
PSFE
$352M
| $1.57M | ﹤0.01% |
99,809
-691
| -0.7% | -$12.5K |
|
1335
Universal Technical Institute
UTI
$1.41B
| $1.57M | ﹤0.01% |
60,967
-2,690
| -4% | -$72.6K |
|
1336
Edgewise Therapeutics
EWTX
$4.73B
| $1.56M | ﹤0.01% |
71,132
+9,611
| +16% | +$252K |
|
1337
Viper Energy
VNOM
$15.2B
| $1.56M | ﹤0.01% |
34,516
+17,534
| +103% | +$826K |
|
1338
BrightSpring Health Services
BTSG
$11.8B
| $1.55M | ﹤0.01% |
85,860
+44,084
| +106% | +$866K |
|
1339
First American
FAF
$7.56B
| $1.55M | ﹤0.01% |
23,621
-1,835
| -7% | -$116K |
|
1340
IonQ
IONQ
$18.2B
| $1.55M | ﹤0.01% |
70,058
+25,834
| +58% | +$837K |
|
1341
Match Group
MTCH
$8.4B
| $1.54M | ﹤0.01% |
49,452
-85,655
| -63% | -$2.8M |
|
|
UCTT
1342
Ultra Clean Holdings
UCTT
$4.21B
| $1.54M | ﹤0.01% |
72,047
+17,300
| +32% | +$552K |
|
1343
Winnebago Industries
WGO
$915M
| $1.54M | ﹤0.01% |
+44,737
| New | +$1.9M |
|
1344
Bank OZK
OZK
$5.69B
| $1.54M | ﹤0.01% |
35,464
+25,152
| +244% | +$1.19M |
|
1345
Healthcare Realty
HR
$6.58B
| $1.54M | ﹤0.01% |
91,065
-7,111
| -7% | -$118K |
|
1346
Vornado Realty Trust
VNO
$7.33B
| $1.53M | ﹤0.01% |
41,445
+2,924
| +8% | +$118K |
|
1347
SLM Corp
SLM
$5.26B
| $1.53M | ﹤0.01% |
51,968
+3,638
| +8% | +$106K |
|
|
AKRO
1348
DELISTED
Akero Therapeutics
AKRO
| $1.5M | ﹤0.01% |
37,140
+1,729
| +5% | +$73.3K |
|
1349
WillScot Mobile Mini Holdings
WSC
$4.17B
| $1.5M | ﹤0.01% |
53,972
+32,590
| +152% | +$1.11M |
|
1350
Urban Outfitters
URBN
$6.63B
| $1.49M | ﹤0.01% |
28,524
-11,276
| -28% | -$618K |
|
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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.