We are live on ! Find out more
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
+12.1%
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
$37.9B
AUM Growth
+$2.5B
Cap. Flow
-$628M
Cap. Flow %
-1.66%
Top 10 Hldgs %
23%
Holding
2,502
New
146
Increased
878
Reduced
1,150
Closed
286

Top Buys

Rank Stock Value
1
IBIT icon
iShares Bitcoin Trust
IBIT
+$76.4M
2
NKE icon
Nike
NKE
+$68.6M
3
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$49.3M
4
MSFT icon
Microsoft
MSFT
+$45.4M
5
PBR icon
Petrobras
PBR
+$45.3M

Top Sells

Rank Stock Value
1
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$257M
2
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$126M
3
AXP icon
American Express
AXP
+$64.3M
4
AAPL icon
Apple
AAPL
+$58.6M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$56.4M

Sector Composition

Rank Sector Weight
1 Technology 25.75%
2 Healthcare 11.71%
3 Financials 11.65%
4 Consumer Discretionary 10.38%
5 Industrials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COUR icon
1576
Coursera
COUR
$1.53B
$684K ﹤0.01%
48,753
+12,224
+33% +$208K
UNIT
1577
Uniti Group
UNIT
$2.38B
$682K ﹤0.01%
115,633
-16,206
-12% -$92.6K
DHC
1578
Diversified Healthcare Trust
DHC
$2.03B
$682K ﹤0.01%
277,269
+207,452
+297% +$594K
EAT icon
1579
Brinker International
EAT
$10.2B
$681K ﹤0.01%
+13,702
New +$607K
KRO icon
1580
KRONOS Worldwide
KRO
$996M
$680K ﹤0.01%
57,652
-7,827
-12% -$75.8K
DCGO icon
1581
DocGo
DCGO
$64.5M
$680K ﹤0.01%
168,293
+49,926
+42% +$188K
NEOG icon
1582
Neogen
NEOG
$2.59B
$677K ﹤0.01%
42,912
+21,219
+98% +$355K
ICFI icon
1583
ICF International
ICFI
$1.6B
$676K ﹤0.01%
4,491
+2,608
+139% +$378K
BLBD icon
1584
Blue Bird Corp
BLBD
$2.05B
$676K ﹤0.01%
17,642
+655
+4% +$20.1K
LUMN icon
1585
Lumen
LUMN
$6.6B
$676K ﹤0.01%
433,514
+118,110
+37% +$185K
APAM icon
1586
Artisan Partners
APAM
$3.03B
$675K ﹤0.01%
14,757
+8,263
+127% +$355K
BBCP icon
1587
Concrete Pumping Holdings
BBCP
$475M
$674K ﹤0.01%
85,374
+16,641
+24% +$132K
OSIS icon
1588
OSI Systems
OSIS
$3.77B
$674K ﹤0.01%
4,721
-233
-5% -$30.6K
AAMI
1589
Acadian Asset Management
AAMI
$3.31B
$674K ﹤0.01%
29,507
-9,342
-24% -$201K
PSN icon
1590
Parsons
PSN
$5.08B
$674K ﹤0.01%
8,123
+4,145
+104% +$302K
HBI
1591
DELISTED
Hanesbrands
HBI
$673K ﹤0.01%
116,102
+65,417
+129% +$313K
MLTX icon
1592
MoonLake Immunotherapeutics
MLTX
$1.4B
$672K ﹤0.01%
13,384
-1,712
-11% -$92.9K
UEC icon
1593
Uranium Energy
UEC
$5.54B
$670K ﹤0.01%
99,297
-11,862
-11% -$83.8K
APGE icon
1594
Apogee Therapeutics
APGE
$10.2B
$670K ﹤0.01%
10,086
-3,700
-27% -$162K
HRB icon
1595
H&R Block
HRB
$6.76B
$670K ﹤0.01%
13,633
-235
-2% -$11.2K
PVH icon
1596
PVH
PVH
$3.77B
$666K ﹤0.01%
4,734
-997
-17% -$128K
KVYO icon
1597
Klaviyo
KVYO
$5.47B
$665K ﹤0.01%
+26,110
New +$697K
WT icon
1598
WisdomTree
WT
$3.44B
$664K ﹤0.01%
72,291
+61,598
+576% +$472K
POWL icon
1599
Powell Industries
POWL
$7.43B
$663K ﹤0.01%
13,971
+2,874
+26% +$123K
ACT icon
1600
Enact Holdings
ACT
$6.84B
$662K ﹤0.01%
21,244
+8,097
+62% +$230K
62 63
64
65 66

Similar funds

TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM

State of Wisconsin Investment Board's Q1 2024 Portfolio in Review

As of Q1 2024, State of Wisconsin Investment Board held 2,502 positions worth $37.9B, up 7% from $35.4B the previous quarter. Its ten largest holdings account for 23% of the portfolio.

State of Wisconsin Investment Board's Q1 2024 filing shows 146 new, 878 increased, 1,150 reduced and 286 closed positions. Its largest new stake was iShares Bitcoin Trust: 2,450,400 shares worth $99.2M. The largest sale was iShares iBoxx $ High Yield Corporate Bond ETF, an estimated $257M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 25% a quarter earlier, followed by Healthcare and Financials.

  • State of Wisconsin Investment Board's largest Q1 2024 buy was iShares Bitcoin Trust: 2,450,400 shares worth $99.2M.
  • State of Wisconsin Investment Board added most to Nike in Q1 2024, an estimated $68.6M increase.
  • State of Wisconsin Investment Board's biggest Q1 2024 reduction was American Express, cutting an estimated $64.3M.
  • State of Wisconsin Investment Board fully exited iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2024, selling an estimated $257M.
  • State of Wisconsin Investment Board's ten largest holdings make up 23% of its $37.9B portfolio in Q1 2024.
  • State of Wisconsin Investment Board opened 146 new positions and closed 286 in Q1 2024.
  • State of Wisconsin Investment Board's portfolio value rose 7% quarter-over-quarter to $37.9B.

Based on State of Wisconsin Investment Board's 13F filing for Q1 2024, filed 14 May 2024.