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 92.46% of Wilshire Advisors's stock portfolio.
- Added to shares of these 3 stocks: IJR, REET, AGG.
- Reduced shares in these 5 stocks: IVV, IEFA, IEMG, STIP, IGSB.
- Wilshire Advisors was a net seller of stock by $-3.4M.
- Wilshire Advisors has $200M in assets under management (AUM), dropping by -0.78%.
- Central Index Key (CIK): 0001616628
Tip: Access up to 7 years of quarterly data
Positions held by Wilshire Associates consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Wilshire Advisors
Wilshire Advisors holds 11 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Global Reit Etf Core S&p500 Etf (IVV) | 37.6 | $75M | -2% | 137k | 547.23 |
|
| Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA) | 21.4 | $43M | -3% | 587k | 72.64 |
|
| Ishares Core U.s. Aggregate Bond Etf Core Us Aggbd Et (AGG) | 17.2 | $34M | 354k | 97.07 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 10.6 | $21M | 212k | 99.49 |
|
|
| Ishares Core Msci Eafe Etf Global Reit Etf (REET) | 5.7 | $11M | 488k | 23.25 |
|
|
| Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG) | 5.0 | $10M | -3% | 187k | 53.53 |
|
| Ishares Core S&p Small-cap Etf Core S&p Scp Etf (IJR) | 1.4 | $2.8M | +27% | 26k | 106.66 |
|
| Ishares Trust Ishares 1-5 Year Investment Grade Corporate Bond Etf Ishs 1-5yr Invs (IGSB) | 1.1 | $2.1M | 41k | 51.24 |
|
|
| Allakos (ALLK) | 0.0 | $75k | 75k | 1.00 |
|
|
| Parthenon Investors IV, L.P. - loan Depot Com Cl A (LDI) | 0.0 | $46k | 28k | 1.65 |
|
|
| Fate Therapeutics (FATE) | 0.0 | $13k | 4.1k | 3.28 |
|
Past Filings by Wilshire Advisors
SEC 13F filings are viewable for Wilshire Advisors going back to 2015
- 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
- Wilshire Associates 2020 Q3 filed Nov. 16, 2020
- Wilshire Associates 2020 Q2 filed Aug. 14, 2020