We are live on ! Find out more
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
AAPL icon
1
Apple
AAPL
$4.48T
$2.18B 5.57%
8,719,571
-201,981
-2% -$47.6M
NVDA icon
2
NVIDIA
NVDA
$5.31T
$1.89B 4.81%
14,055,688
-844,666
-6% -$116M
MSFT icon
3
Microsoft
MSFT
$3.73T
$1.71B 4.37%
4,061,438
-272,439
-6% -$116M
AMZN icon
4
Amazon
AMZN
$2.95T
$1.18B 3.01%
5,371,089
-274,663
-5% -$56.2M
META icon
5
Meta Platforms (Facebook)
META
$1.55T
$722M 1.84%
1,232,586
-82,095
-6% -$48.2M
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$4.3T
$666M 1.7%
3,515,746
-1,065,183
-23% -$186M
TSLA icon
7
Tesla
TSLA
$1.32T
$645M 1.64%
1,596,018
-96,380
-6% -$31M
AVGO icon
8
Broadcom
AVGO
$2T
$590M 1.5%
2,543,591
-99,357
-4% -$18.4M
GOOG icon
9
Alphabet (Google) Class C
GOOG
$4.28T
$532M 1.36%
2,791,644
-141,328
-5% -$24.9M
JPM icon
10
JPMorgan Chase
JPM
$960B
$388M 0.99%
1,617,139
-82,102
-5% -$19.1M
LLY icon
11
Eli Lilly
LLY
$1.09T
$358M 0.91%
463,412
-27,028
-6% -$22.4M
HAPI icon
12
Harbor Human Capital Factor US Large Cap ETF
HAPI
$507M
$352M 0.9%
9,871,200
– –
BRK.B icon
13
Berkshire Hathaway Class B
BRK.B
$1.12T
$334M 0.85%
736,041
-36,695
-5% -$16.9M
IWM icon
14
CALL
iShares Russell 2000 ETF
IWM
$81.8B
$331M 0.85%
+1,500,000
New +$342M
IBIT icon
15
iShares Bitcoin Trust
IBIT
$47.5B
$322M 0.82%
6,060,351
+3,171,100
+110% +$150M
V icon
16
Visa
V
$680B
$304M 0.78%
963,292
-2,929
-0.3% -$881K
XOM icon
17
ExxonMobil
XOM
$663B
$272M 0.69%
2,532,176
-160,548
-6% -$18.8M
FOX icon
18
Fox Class B
FOX
$23.5B
$268M 0.68%
5,860,975
-641,695
-10% -$27M
UNH icon
19
UnitedHealth
UNH
$367B
$261M 0.67%
516,325
-38,404
-7% -$21.8M
MA icon
20
Mastercard
MA
$496B
$248M 0.63%
471,027
-38,857
-8% -$20.1M
ISTB icon
21
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.12B
$241M 0.61%
5,045,625
+205,300
+4% +$9.85M
COST icon
22
Costco
COST
$417B
$233M 0.6%
254,661
-11,733
-4% -$10.9M
PG icon
23
Procter & Gamble
PG
$336B
$229M 0.58%
1,364,762
-73,791
-5% -$12.6M
WMT icon
24
Walmart Inc
WMT
$895B
$225M 0.57%
2,487,098
-190,508
-7% -$16.5M
NFLX icon
25
Netflix
NFLX
$314B
$222M 0.57%
2,487,850
-152,750
-6% -$12.6M
1
2 3 4 5

Similar funds

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
PEAK6
PEAK6 Chicago, Illinois $42.6B AUM 66.24% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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.