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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
+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
Cap. Flow
-$1.37B
Cap. Flow %
-3.5%
Top 10 Hldgs %
26.79%
Holding
2,424
New
142
Increased
895
Reduced
1,176
Closed
161

Top Buys

Rank Stock Value
1
IBIT icon
iShares Bitcoin Trust
IBIT
+$150M
2
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$69.3M
3
ARKK icon
ARK Innovation ETF
ARKK
+$49.9M
4
EFFI
Harbor Osmosis International Resource Efficient ETF
EFFI
+$49.7M
5
NWSA icon
News Corp Class A
NWSA
+$30.4M

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$186M
2
NVDA icon
NVIDIA
NVDA
+$116M
3
MSFT icon
Microsoft
MSFT
+$116M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$86.3M
5
USHY icon
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
RCL icon
176
Royal Caribbean
RCL
$82.4B
$38.7M 0.1%
167,716
+1,354
+0.8% +$300K
AON icon
177
Aon
AON
$74.7B
$38.7M 0.1%
107,635
-4,166
-4% -$1.53M
CTAS icon
178
Cintas
CTAS
$81.4B
$38.6M 0.1%
211,187
-20,725
-9% -$4.36M
ECL icon
179
Ecolab
ECL
$78.1B
$38.5M 0.1%
164,303
-84,984
-34% -$21.1M
FTNT icon
180
Fortinet
FTNT
$118B
$38.2M 0.1%
404,352
-75,717
-16% -$6.73M
MAR icon
181
Marriott International
MAR
$92.5B
$38.2M 0.1%
136,829
-4,748
-3% -$1.3M
CENTA icon
182
Central Garden & Pet Co Class A
CENTA
$2.43B
$38.1M 0.1%
1,153,272
+94,145
+9% +$3M
HLT icon
183
Hilton Worldwide
HLT
$72.6B
$37M 0.09%
149,794
-25,527
-15% -$6.25M
BDX icon
184
Becton Dickinson
BDX
$50B
$36.4M 0.09%
160,528
-5,629
-3% -$1.3M
FDX icon
185
FedEx
FDX
$77.3B
$36.1M 0.09%
128,398
-7,944
-6% -$2.22M
NOC icon
186
Northrop Grumman
NOC
$82B
$36.1M 0.09%
76,883
-6,020
-7% -$3.03M
FICO icon
187
Fair Isaac
FICO
$22.6B
$35.7M 0.09%
17,940
+1,216
+7% +$2.6M
APD icon
188
Air Products & Chemicals
APD
$67.7B
$35.6M 0.09%
122,675
-2,985
-2% -$937K
TFC icon
189
Truist Financial
TFC
$64.3B
$35.5M 0.09%
818,878
-104,315
-11% -$4.66M
CRH icon
190
CRH
CRH
$65.2B
$34.9M 0.09%
376,993
-10,959
-3% -$1.05M
LEN icon
191
Lennar Class A
LEN
$20.5B
$34.7M 0.09%
262,757
+102,059
+64% +$16.6M
ROP icon
192
Roper Technologies
ROP
$39.1B
$34.5M 0.09%
66,389
-24,428
-27% -$13.4M
BAB icon
193
Invesco Taxable Municipal Bond ETF
BAB
$1.01B
$34.5M 0.09%
1,318,800
– –
RSG icon
194
Republic Services
RSG
$65.6B
$34.4M 0.09%
170,789
+4,916
+3% +$1.02M
TGT icon
195
Target
TGT
$69.9B
$34.4M 0.09%
254,165
-24,683
-9% -$3.54M
ALL icon
196
Allstate
ALL
$64.7B
$34.2M 0.09%
177,336
-25,617
-13% -$4.97M
GD icon
197
General Dynamics
GD
$107B
$34M 0.09%
128,917
-11,771
-8% -$3.39M
HCA icon
198
HCA Healthcare
HCA
$89.8B
$33.6M 0.09%
112,101
-3,715
-3% -$1.3M
GM icon
199
General Motors
GM
$76.1B
$33M 0.08%
619,990
-173,676
-22% -$9.1M
AXON
200
Axon Enterprise
AXON
$48.7B
$33M 0.08%
55,445
-1,110
-2% -$604K
6 7
8
9 10

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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.