State of Wisconsin Investment Board
STATE OF WISCONSIN INVESTMENT BOARD
The State Of Wisconsin Investment Board, or SWIB for short, was created in 1951 and primarily serves to manage the assets of various state trust funds. The agency is required to make investment decisions related to pension funds “solely for the benefit of the members of the Wisconsin Retirement System” using “the diligence, skill and care that a prudent investor would use in managing a large public pension fund.” The board of trustees are at the top of the organization and are responsible for making decisions about SWIB’s overall investment management policies, including asset allocation, investment guidelines, and performance benchmarks with reviews on a month basis. The board is made up of nine members and are also responsible for appointing the executive director and director of internal audit. The executive staff, which operates under the board of trustees, is made up of eight members, each serving a very specific oversight role, with the current executive director Michael Williamson, who has over three and a half decades of experience in the public sector, overseeing the staff. SWIB currently holds over 102 billion in total assets under management. Most of these assets, approximately 93%, come from the Wisconsin Retirement System trust funds that serves over 580 thousand people. The rest of the organization’s assets are made out of the State Investment Fund (about 6%), which is a cash balance from various state and local governmental units, and five other state trust funds that make up about 1% of total assets, including the Injured Patients and Families Compensation Fund, State Life Insurance Fund, Local Government Property Insurance Fund, Tuition Trust Fund, and State Historical Society of Wisconsin Endowment Fund. The investment performance goal of the agency is for its Core Fund, the larger of the two funds in the Wisconsin Retirement System which is fully diversified and balanced, and Variable Fund, an equity stock fund that fully reflect market changes and have a higher degree of risk, to exceed the benchmarks set by the Trustees.
Holdings MV
15.73B
Last Updated
2026-03-02
Total Holdings
20
Tracker Performance
State of Wisconsin Investment Board
0%
S&P 500
0%
Total Return
+12.30%
Annualized Return
+18.41%
1 Day Change
-1.12%
Sharpe Ratio
0.95
Trade Updates
2026-03-02
Ticker
Name
03/02
Sell
13.57%
Fill Price --
13.32%
Ticker
Name
03/02
Sell
7.38%
Fill Price --
7.33%
Ticker
Name
03/02
Buy
5.07%
Fill Price --
5.24%
Ticker
Name
03/02
Sell
5.33%
Fill Price --
5.27%
Ticker
Name
03/02
Sell
3.72%
Fill Price --
3.65%
Ticker
Name
03/02
Buy
10.84%
Fill Price --
11.05%
Ticker
Name
03/02
Buy
1.88%
Fill Price --
2.09%
Ticker
Name
03/02
Buy
1.61%
Fill Price --
1.64%
Ticker
Name
03/02
Sell
2.98%
Fill Price --
2.92%
Ticker
Name
03/02
Buy
2.72%
Fill Price --
2.84%
Ticker
Name
03/02
Sell
1.67%
Fill Price --
1.62%
Ticker
Name
03/02
Sell
4.84%
Fill Price --
4.72%
Ticker
Name
03/02
Sell
11.69%
Fill Price --
11.26%
Ticker
Name
03/02
Sell
1.47%
Fill Price --
1.33%
Ticker
Name
03/02
Buy
14.30%
Fill Price --
14.91%
Ticker
Name
03/02
Sell
1.41%
Fill Price --
1.36%
Ticker
Name
03/02
Sell
4.27%
Fill Price --
4.20%
Ticker
Name
03/02
Sell
2.01%
Fill Price --
1.96%
Ticker
Name
03/02
Buy
1.59%
Fill Price --
1.62%
Ticker
Name
03/02
Buy
1.64%
Fill Price --
1.67%
Current Holdings
State of Wisconsin Investment Board maintains a prominent position in the Computer sector (27.37%), which serves as the cornerstone of the portfolio. The remaining capital is allocated across Internet & Media and other industries, balancing sector-specific growth potential with risk management.
Computer
27.37%
Internet & Media
21.96%
Electronics
20.31%
Commerce
9.21%
Non-Bank Financials
9.02%
Medical Biology
4.29%
Auto
4.19%
Banks
2.86%
Defense
1.94%
Mining
1.62%
Symbol
P&L %
Position Size
Ticker
Name
+96.96%
10.77%
Ticker
Name
+75.74%
1.57%
Ticker
Name
+55.17%
1.62%
Ticker
Name
+47.87%
4.19%
Ticker
Name
+34.28%
1.35%
Ticker
Name
+28.57%
5.43%
Ticker
Name
+28.40%
13.01%
Ticker
Name
+27.63%
1.56%
Ticker
Name
+22.01%
1.42%
Ticker
Name
+17.09%
14.88%
Ticker
Name
+16.87%
2.72%
Ticker
Name
+2.99%
5.46%
Ticker
Name
+2.93%
3.75%
Ticker
Name
-0.76%
2.86%
Ticker
Name
-4.65%
7.65%
Ticker
Name
-6.60%
1.62%
Ticker
Name
-6.87%
1.94%
Ticker
Name
-10.23%
1.94%
Ticker
Name
-13.75%
4.74%
Ticker
Name
-16.05%
11.52%
Disclaimer
This simulated portfolio Tracker is based on holdings disclosed in institutional 13F filings. We select the top 20 holdings and construct a portfolio weighted by their relative proportions. Holdings beyond the top 20 are excluded, as their impact on the portfolio is minimal. Focusing on the top 20 enhances practicality and reflects the institution's stock-picking ability. The portfolio is periodically rebalanced to align with updated 13F filings. Note that 13F disclosures typically have a 45-day delay (e.g., Q2 2025 data is disclosed by mid-August). Users should consider this lag when tracking the portfolio, though institutional holdings are generally long-term, emphasizing strategic rationale behind changes. This portfolio is for illustrative purposes only and does not constitute investment advice. All investment decisions are the user's responsibility. Investing involves risks, including potential loss of principal. Past performance is not indicative of future results.
Frequently Asked Questions
How many stocks does State of Wisconsin Investment Board currently hold?
As of the latest update on 2026-03-02, the State of Wisconsin Investment Board portfolio consists of 20 individual holdings. The portfolio is actively managed to optimize strategy performance.
How has State of Wisconsin Investment Board's portfolio performed recently?
Over the recent period, State of Wisconsin Investment Board has demonstrated significant growth. The portfolio currently shows a Total Return of +12.30%, with an Annualized Return of +18.41%, outperforming standard market benchmarks.
What is the total portfolio value (AUM) of State of Wisconsin Investment Board?
The current market value of State of Wisconsin Investment Board's disclosed holdings is approximately $15.73B. This figure reflects the value of assets tracked based on their latest filing.