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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 | |
|---|---|---|---|---|---|---|
1751
Timken Company
TKR
$9.1B
| $513K | ﹤0.01% |
7,135
+957
| +15% | +$73.9K |
|
|
GOLD
1752
Gold.com Inc
GOLD
$1.27B
| $512K | ﹤0.01% |
20,196
-18,487
| -48% | -$511K |
|
1753
Ameresco
AMRC
$1.47B
| $512K | ﹤0.01% |
42,397
+16,403
| +63% | +$297K |
|
1754
White Mountains Insurance
WTM
$5.11B
| $506K | ﹤0.01% |
263
-88
| -25% | -$166K |
|
1755
ACM Research
ACMR
$5.65B
| $505K | ﹤0.01% |
21,646
-2,237
| -9% | -$51.1K |
|
1756
MoonLake Immunotherapeutics
MLTX
$1.4B
| $502K | ﹤0.01% |
12,858
-7
| -0.1% | -$302 |
|
1757
Peloton Interactive
PTON
$2.44B
| $502K | ﹤0.01% |
79,487
+14,354
| +22% | +$113K |
|
1758
McGrath RentCorp
MGRC
$2.94B
| $501K | ﹤0.01% |
4,499
+2,242
| +99% | +$265K |
|
1759
OppFi
OPFI
$608M
| $497K | ﹤0.01% |
53,473
-61,132
| -53% | -$681K |
|
1760
Pulse Biosciences
PLSE
$3.2B
| $497K | ﹤0.01% |
30,890
-93
| -0.3% | -$1.73K |
|
1761
Mission Produce
AVO
$1.15B
| $496K | ﹤0.01% |
47,341
+4,997
| +12% | +$58.2K |
|
1762
Koppers
KOP
$874M
| $496K | ﹤0.01% |
+17,712
| New | +$533K |
|
1763
Nelnet
NNI
$4.55B
| $496K | ﹤0.01% |
4,469
-180
| -4% | -$20.2K |
|
1764
Materion
MTRN
$5.88B
| $494K | ﹤0.01% |
6,059
+825
| +16% | +$77.7K |
|
1765
St. Joe Company
JOE
$3.89B
| $494K | ﹤0.01% |
10,515
-5,333
| -34% | -$250K |
|
1766
Safe Bulkers
SB
$781M
| $493K | ﹤0.01% |
133,621
+57,200
| +75% | +$208K |
|
1767
National Presto Industries
NPK
$987M
| $493K | ﹤0.01% |
+5,607
| New | +$534K |
|
1768
United States Lime & Minerals
USLM
$3.37B
| $492K | ﹤0.01% |
5,570
+1,853
| +50% | +$193K |
|
|
RPC
1769
Ridgepost Capital
RPC
$988M
| $492K | ﹤0.01% |
+41,857
| New | +$532K |
|
1770
Novanta
NOVT
$6.33B
| $491K | ﹤0.01% |
3,842
-15,712
| -80% | -$2.26M |
|
1771
Levi Strauss
LEVI
$8.63B
| $491K | ﹤0.01% |
31,498
-34,281
| -52% | -$597K |
|
1772
GeneDx Holdings
WGS
$2.36B
| $488K | ﹤0.01% |
5,512
+1,458
| +36% | +$126K |
|
1773
Torrid Holdings
CURV
$230M
| $488K | ﹤0.01% |
89,006
+6,086
| +7% | +$36.5K |
|
1774
Mercury Insurance
MCY
$5.81B
| $487K | ﹤0.01% |
8,719
-19,760
| -69% | -$1.07M |
|
|
QXO
1775
QXO Inc
QXO
$16.1B
| $487K | ﹤0.01% |
35,985
+3,313
| +10% | +$45.1K |
|
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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.