We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|
1651
Hanover Insurance
THG
$7.77B
| $644K | ﹤0.01% |
3,705
+358
| +11% | +$58K |
|
1652
Acadia Realty Trust
AKR
$2.86B
| $644K | ﹤0.01% |
30,728
+8,290
| +37% | +$188K |
|
1653
Jackson Financial
JXN
$9.1B
| $639K | ﹤0.01% |
7,626
-5,120
| -40% | -$455K |
|
1654
Conduent
CNDT
$252M
| $637K | ﹤0.01% |
235,825
-35,698
| -13% | -$130K |
|
1655
Energizer
ENR
$1.55B
| $635K | ﹤0.01% |
21,229
-3,647
| -15% | -$117K |
|
1656
Celldex Therapeutics
CLDX
$3.35B
| $633K | ﹤0.01% |
34,855
-5,458
| -14% | -$122K |
|
1657
Lincoln National
LNC
$8.67B
| $632K | ﹤0.01% |
17,608
+1,738
| +11% | +$61.7K |
|
1658
Starwood Property Trust
STWD
$6.05B
| $632K | ﹤0.01% |
31,980
+2,046
| +7% | +$40.2K |
|
1659
Standex International
SXI
$3.97B
| $632K | ﹤0.01% |
3,915
+667
| +21% | +$122K |
|
1660
ESCO Technologies
ESE
$7.79B
| $631K | ﹤0.01% |
3,963
+1,476
| +59% | +$221K |
|
1661
Resources Connection
RGP
$145M
| $630K | ﹤0.01% |
96,304
| – | – |
|
1662
F&G Annuities & Life
FG
$3.59B
| $629K | ﹤0.01% |
17,447
-7,383
| -30% | -$310K |
|
1663
Horace Mann Educators
HMN
$2.1B
| $626K | ﹤0.01% |
14,650
-265
| -2% | -$10.7K |
|
1664
Phathom Pharmaceuticals
PHAT
$743M
| $626K | ﹤0.01% |
99,776
-32,493
| -25% | -$197K |
|
1665
Hippo Holdings
HIPO
$869M
| $625K | ﹤0.01% |
24,465
+5,495
| +29% | +$153K |
|
1666
Upstart Holdings
UPST
$3.01B
| $624K | ﹤0.01% |
13,546
+2,245
| +20% | +$140K |
|
1667
Loar Holdings
LOAR
$6.93B
| $620K | ﹤0.01% |
+8,774
| New | +$633K |
|
1668
Methode Electronics
MEI
$593M
| $620K | ﹤0.01% |
97,116
-14,900
| -13% | -$147K |
|
1669
Astronics
ATRO
$4.57B
| $618K | ﹤0.01% |
+30,700
| New | +$516K |
|
1670
Business First Bancshares
BFST
$1.05B
| $617K | ﹤0.01% |
25,321
+11,559
| +84% | +$298K |
|
1671
NOV
NOV
$7.36B
| $617K | ﹤0.01% |
40,510
+3,885
| +11% | +$58.1K |
|
1672
Esquire Financial Holdings
ESQ
$1.59B
| $616K | ﹤0.01% |
8,175
+3,325
| +69% | +$265K |
|
1673
WisdomTree
WT
$3.44B
| $615K | ﹤0.01% |
68,892
-68,941
| -50% | -$642K |
|
1674
Karat Packaging
KRT
$953M
| $611K | ﹤0.01% |
23,000
-1,300
| -5% | -$38.8K |
|
|
SARO
1675
StandardAero Inc
SARO
$8.97B
| $607K | ﹤0.01% |
+22,800
| New | +$608K |
|
Similar funds
LP
HF
RIM
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.