Wilshire Associates
Latest statistics and disclosures from Wilshire Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IEFA, AGG, STIP, REET, and represent 93.24% of Wilshire Advisors's stock portfolio.
- Added to shares of these 7 stocks: IVV (+$23M), IEFA (+$17M), AGG (+$15M), STIP (+$9.2M), REET (+$5.3M), IEMG, IJR.
- Reduced shares in these 2 stocks: IGSB, LDI.
- Wilshire Advisors was a net buyer of stock by $73M.
- Wilshire Advisors has $276M in assets under management (AUM), dropping by 32.41%.
- Central Index Key (CIK): 0001616628
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Portfolio Holdings for Wilshire Advisors
Wilshire Advisors holds 11 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 37.1 | $102M | +29% | 173k | 593.41 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 21.1 | $58M | +39% | 828k | 70.28 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 17.7 | $49M | +44% | 503k | 96.91 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 11.2 | $31M | +42% | 304k | 101.74 |
|
| Ishares Tr Global Reit Etf (REET) | 6.1 | $17M | +46% | 673k | 25.00 |
|
| Ishares Core Msci Emkt (IEMG) | 4.8 | $13M | +36% | 255k | 52.24 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.1 | $3.1M | +11% | 27k | 115.20 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.7 | $2.0M | 39k | 51.70 |
|
|
| Allakos (ALLK) | 0.0 | $91k | 75k | 1.21 |
|
|
| Loandepot Com Cl A (LDI) | 0.0 | $40k | -28% | 20k | 2.02 |
|
| Fate Therapeutics (FATE) | 0.0 | $7.0k | 4.1k | 1.71 |
|
Past Filings by Wilshire Advisors
SEC 13F filings are viewable for Wilshire Advisors going back to 2015
- Wilshire Advisors 2024 Q4 filed Feb. 14, 2025
- Wilshire Advisors 2024 Q3 filed Nov. 13, 2024
- Wilshire Advisors 2024 Q2 filed Aug. 14, 2024
- Wilshire Advisors 2024 Q1 filed May 15, 2024
- Wilshire Advisors 2023 Q3 filed Nov. 14, 2023
- Wilshire Advisors 2023 Q2 filed Aug. 14, 2023
- Wilshire Advisors 2023 Q1 filed May 15, 2023
- Wilshire Advisors 2022 Q4 filed Feb. 14, 2023
- Wilshire Advisors 2022 Q3 filed Nov. 14, 2022
- Wilshire Advisors 2022 Q2 filed Aug. 15, 2022
- Wilshire Advisors 2022 Q1 filed May 16, 2022
- Wilshire Advisors 2021 Q4 filed Feb. 14, 2022
- Wilshire Advisors 2021 Q3 filed Nov. 15, 2021
- Wilshire Advisors 2021 Q2 filed Aug. 16, 2021
- Wilshire Advisors 2021 Q1 filed May 17, 2021
- Wilshire Associates 2020 Q4 filed Feb. 16, 2021