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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 | |
|---|---|---|---|---|---|---|
1926
Omeros
OMER
$1.26B
| $373K | ﹤0.01% |
+37,760
| New | +$259K |
|
1927
Talos Energy
TALO
$2.58B
| $372K | ﹤0.01% |
38,296
-23,137
| -38% | -$244K |
|
1928
Willdan Group
WLDN
$1.29B
| $372K | ﹤0.01% |
9,755
-3,000
| -24% | -$129K |
|
1929
Renasant Corp
RNST
$4B
| $369K | ﹤0.01% |
+10,335
| New | +$365K |
|
|
SPR
1930
DELISTED
Spirit AeroSystems
SPR
| $369K | ﹤0.01% |
10,830
+968
| +10% | +$31.3K |
|
1931
Coeur Mining
CDE
$19B
| $369K | ﹤0.01% |
64,458
+11,382
| +21% | +$73.7K |
|
1932
Wolfspeed
WOLF
$1.64B
| $368K | ﹤0.01% |
55,214
-119,988
| -68% | -$1.22M |
|
|
LB
1933
LandBridge Co
LB
$2.1B
| $367K | ﹤0.01% |
+5,676
| New | +$341K |
|
|
ESGR
1934
DELISTED
Enstar Group
ESGR
| $366K | ﹤0.01% |
1,138
-223
| -16% | -$72.2K |
|
1935
CNO Financial Group
CNO
$5.07B
| $366K | ﹤0.01% |
9,849
+723
| +8% | +$26.8K |
|
1936
Clear Secure
YOU
$4.7B
| $366K | ﹤0.01% |
13,723
+6,903
| +101% | +$208K |
|
1937
Concrete Pumping Holdings
BBCP
$475M
| $364K | ﹤0.01% |
54,600
-17,000
| -24% | -$105K |
|
|
THR
1938
DELISTED
Thermon Group Holdings
THR
| $363K | ﹤0.01% |
12,629
+2,469
| +24% | +$72.7K |
|
1939
Rocky Brands
RCKY
$353M
| $363K | ﹤0.01% |
15,922
-700
| -4% | -$17.1K |
|
|
TRML
1940
DELISTED
Tourmaline Bio
TRML
| $361K | ﹤0.01% |
+17,793
| New | +$448K |
|
1941
ACM Research
ACMR
$5.65B
| $361K | ﹤0.01% |
23,883
-37,561
| -61% | -$679K |
|
1942
Hecla Mining
HL
$11.9B
| $359K | ﹤0.01% |
73,162
+10,034
| +16% | +$60K |
|
|
IAS
1943
DELISTED
Integral Ad Science
IAS
| $359K | ﹤0.01% |
34,390
+23,813
| +225% | +$261K |
|
1944
Brookdale Senior Living
BKD
$3B
| $359K | ﹤0.01% |
71,281
-88,438
| -55% | -$506K |
|
|
UCB
1945
United Community Banks
UCB
$4.43B
| $358K | ﹤0.01% |
11,093
+1,158
| +12% | +$36K |
|
1946
American Coastal Insurance
ACIC
$461M
| $358K | ﹤0.01% |
26,594
+13,288
| +100% | +$166K |
|
1947
SFL Corp
SFL
$1.61B
| $356K | ﹤0.01% |
34,841
-3,300
| -9% | -$35.2K |
|
1948
Annexon
ANNX
$862M
| $355K | ﹤0.01% |
69,248
+43,293
| +167% | +$266K |
|
1949
Business First Bancshares
BFST
$1.05B
| $354K | ﹤0.01% |
13,762
-15,375
| -53% | -$413K |
|
1950
AnaptysBio
ANAB
$1.66B
| $353K | ﹤0.01% |
26,677
+6,804
| +34% | +$165K |
|
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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.