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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
AZO icon
201
AutoZone
AZO
$49.7B
$32.8M 0.08%
10,253
-849
-8% -$2.69M
WDAY icon
202
Workday
WDAY
$43.3B
$32.7M 0.08%
126,786
+3,351
+3% +$856K
TRGP icon
203
Targa Resources
TRGP
$57.6B
$32.7M 0.08%
183,129
-38,057
-17% -$6.82M
KDP icon
204
Keurig Dr Pepper
KDP
$40.2B
$32.3M 0.08%
1,006,030
+143,462
+17% +$4.85M
DASH icon
205
DoorDash
DASH
$92.1B
$32.1M 0.08%
191,344
-5,837
-3% -$959K
CARR icon
206
Carrier Global
CARR
$52B
$32.1M 0.08%
470,171
-47,415
-9% -$3.58M
DLR icon
207
Digital Realty Trust
DLR
$72.9B
$32.1M 0.08%
180,980
-2,240
-1% -$397K
CVS icon
208
CVS Health
CVS
$121B
$32M 0.08%
713,486
-60,223
-8% -$3.38M
AMP icon
209
Ameriprise Financial
AMP
$49.9B
$32M 0.08%
60,148
+82
+0.1% +$43.8K
KMI icon
210
Kinder Morgan
KMI
$70.7B
$31.9M 0.08%
1,165,133
-100,505
-8% -$2.62M
AFL icon
211
Aflac
AFL
$60.5B
$31.8M 0.08%
307,907
-20,073
-6% -$2.19M
ABNB icon
212
Airbnb
ABNB
$108B
$31.8M 0.08%
242,034
-20,313
-8% -$2.74M
SLB icon
213
SLB Ltd
SLB
$78.1B
$31.8M 0.08%
829,524
-25,060
-3% -$1.05M
SRE icon
214
Sempra
SRE
$56.2B
$31.7M 0.08%
361,375
-49,681
-12% -$4.35M
MNST icon
215
Monster Beverage
MNST
$90.1B
$31.5M 0.08%
1,197,606
-32,306
-3% -$856K
NXPI icon
216
NXP Semiconductors
NXPI
$58.9B
$31.4M 0.08%
150,864
-7,919
-5% -$1.8M
SPG icon
217
Simon Property Group
SPG
$71.4B
$31.1M 0.08%
180,480
-7,316
-4% -$1.28M
PCAR icon
218
PACCAR
PCAR
$69B
$31M 0.08%
297,792
-50,800
-15% -$5.56M
TRV icon
219
Travelers Companies
TRV
$77.2B
$30.7M 0.08%
127,471
-7,340
-5% -$1.83M
MSCI icon
220
MSCI
MSCI
$40.9B
$30.3M 0.08%
50,542
+5,062
+11% +$3.04M
FCX icon
221
Freeport-McMoran
FCX
$96.9B
$30.2M 0.08%
792,903
-40,996
-5% -$1.83M
EME icon
222
Emcor
EME
$36.8B
$30.1M 0.08%
66,365
-713
-1% -$337K
FIS icon
223
Fidelity National Information Services
FIS
$21.6B
$30.1M 0.08%
372,764
-15,967
-4% -$1.37M
PCG icon
224
PG&E
PCG
$38.3B
$29.7M 0.08%
1,471,369
-60,097
-4% -$1.22M
VLO icon
225
Valero Energy
VLO
$95.1B
$29.6M 0.08%
241,242
+29,352
+14% +$3.93M
7 8
9
10 11

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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.