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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 | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$4.5T
| $2.18B | 5.57% |
8,719,571
-201,981
| -2% | -$47.6M |
|
|
2
NVIDIA
NVDA
$5.27T
| $1.89B | 4.81% |
14,055,688
-844,666
| -6% | -$116M |
|
|
3
Microsoft
MSFT
$3.76T
| $1.71B | 4.37% |
4,061,438
-272,439
| -6% | -$116M |
|
4
Amazon
AMZN
$3T
| $1.18B | 3.01% |
5,371,089
-274,663
| -5% | -$56.2M |
|
5
Meta Platforms (Facebook)
META
$1.52T
| $722M | 1.84% |
1,232,586
-82,095
| -6% | -$48.2M |
|
|
6
Alphabet (Google) Class A
GOOGL
$4.37T
| $666M | 1.7% |
3,515,746
-1,065,183
| -23% | -$186M |
|
7
Tesla
TSLA
$1.31T
| $645M | 1.64% |
1,596,018
-96,380
| -6% | -$31M |
|
8
Broadcom
AVGO
$2.01T
| $590M | 1.5% |
2,543,591
-99,357
| -4% | -$18.4M |
|
|
9
Alphabet (Google) Class C
GOOG
$4.35T
| $532M | 1.36% |
2,791,644
-141,328
| -5% | -$24.9M |
|
10
JPMorgan Chase
JPM
$956B
| $388M | 0.99% |
1,617,139
-82,102
| -5% | -$19.1M |
|
11
Eli Lilly
LLY
$1.1T
| $358M | 0.91% |
463,412
-27,028
| -6% | -$22.4M |
|
12
Harbor Human Capital Factor US Large Cap ETF
HAPI
$507M
| $352M | 0.9% |
9,871,200
| – | – |
|
|
13
Berkshire Hathaway Class B
BRK.B
$1.13T
| $334M | 0.85% |
736,041
-36,695
| -5% | -$16.9M |
|
14
CALL
iShares Russell 2000 ETF
IWM
$81.5B
| $331M | 0.85% |
+1,500,000
| New | +$342M |
|
|
15
iShares Bitcoin Trust
IBIT
$47.6B
| $322M | 0.82% |
6,060,351
+3,171,100
| +110% | +$150M |
|
16
Visa
V
$675B
| $304M | 0.78% |
963,292
-2,929
| -0.3% | -$881K |
|
17
ExxonMobil
XOM
$657B
| $272M | 0.69% |
2,532,176
-160,548
| -6% | -$18.8M |
|
18
Fox Class B
FOX
$23.6B
| $268M | 0.68% |
5,860,975
-641,695
| -10% | -$27M |
|
19
UnitedHealth
UNH
$371B
| $261M | 0.67% |
516,325
-38,404
| -7% | -$21.8M |
|
20
Mastercard
MA
$493B
| $248M | 0.63% |
471,027
-38,857
| -8% | -$20.1M |
|
21
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.12B
| $241M | 0.61% |
5,045,625
+205,300
| +4% | +$9.85M |
|
22
Costco
COST
$423B
| $233M | 0.6% |
254,661
-11,733
| -4% | -$10.9M |
|
23
Procter & Gamble
PG
$340B
| $229M | 0.58% |
1,364,762
-73,791
| -5% | -$12.6M |
|
24
Walmart Inc
WMT
$897B
| $225M | 0.57% |
2,487,098
-190,508
| -7% | -$16.5M |
|
25
Netflix
NFLX
$318B
| $222M | 0.57% |
2,487,850
-152,750
| -6% | -$12.6M |
|
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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.