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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 | |
|---|---|---|---|---|---|---|
126
Micron Technology
MU
$1.03T
| $52.5M | 0.13% |
623,300
-20,375
| -3% | -$2.07M |
|
127
Intel
INTC
$509B
| $51.7M | 0.13% |
2,577,494
-53,533
| -2% | -$1.21M |
|
128
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
| $51.6M | 0.13% |
580,000
| – | – |
|
129
Nike
NKE
$60.1B
| $50.7M | 0.13% |
669,654
-54,153
| -7% | -$4.25M |
|
130
Elevance Health
ELV
$86.6B
| $50.5M | 0.13% |
136,768
-40,383
| -23% | -$16.9M |
|
131
Equinix
EQIX
$105B
| $50.2M | 0.13% |
53,235
-1,350
| -2% | -$1.24M |
|
132
Southern Company
SO
$106B
| $49.9M | 0.13% |
605,646
-18,404
| -3% | -$1.61M |
|
133
KLA
KLAC
$272B
| $49.7M | 0.13% |
788,390
-8,660
| -1% | -$585K |
|
|
HES
134
DELISTED
Hess
HES
| $49.3M | 0.13% |
370,955
+6,973
| +2% | +$974K |
|
|
EFFI
135
Harbor Osmosis International Resource Efficient ETF
EFFI
$155M
| $49.2M | 0.13% |
+2,600,000
| New | +$49.7M |
|
136
Intercontinental Exchange
ICE
$85B
| $49.2M | 0.13% |
329,917
+5,761
| +2% | +$913K |
|
137
McKesson
MCK
$102B
| $49M | 0.12% |
85,937
-1,027
| -1% | -$575K |
|
138
CSX Corp
CSX
$92.8B
| $48.4M | 0.12% |
1,499,336
-58,729
| -4% | -$2.01M |
|
139
American Tower
AMT
$79.4B
| $48.2M | 0.12% |
262,728
-20,914
| -7% | -$4.33M |
|
140
CME Group
CME
$94.3B
| $47.8M | 0.12% |
205,813
-6,651
| -3% | -$1.53M |
|
141
Parker-Hannifin
PH
$135B
| $47.6M | 0.12% |
74,865
-1,011
| -1% | -$669K |
|
142
PNC Financial Services
PNC
$102B
| $47.4M | 0.12% |
245,564
-5,326
| -2% | -$1.05M |
|
143
Waste Management
WM
$90.5B
| $47.3M | 0.12% |
234,603
-10,945
| -4% | -$2.35M |
|
144
Moody's
MCO
$82.8B
| $47.1M | 0.12% |
99,554
-10,238
| -9% | -$4.89M |
|
145
Williams Companies
WMB
$90.1B
| $46.8M | 0.12% |
864,383
-25,753
| -3% | -$1.39M |
|
146
Zoetis
ZTS
$30.4B
| $46.6M | 0.12% |
286,316
+4,430
| +2% | +$792K |
|
147
Chipotle Mexican Grill
CMG
$41.3B
| $46.1M | 0.12% |
764,528
-77,251
| -9% | -$4.66M |
|
148
Duke Energy
DUK
$96.3B
| $46M | 0.12% |
426,971
-19,574
| -4% | -$2.22M |
|
149
Cigna
CI
$73.3B
| $46M | 0.12% |
166,537
-6,728
| -4% | -$2.14M |
|
150
CrowdStrike
CRWD
$226B
| $45.9M | 0.12% |
536,652
-10,096
| -2% | -$839K |
|
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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.