Wilshire Associates

Latest statistics and disclosures from Wilshire Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are LDI, FATE, IEFA, AGG, IJR, and represent 93.75% of Wilshire Advisors's stock portfolio.
  • Added to shares of these 3 stocks: LDI (+$17M), FATE (+$11M), AGG.
  • Started 1 new stock position in FATE.
  • Reduced shares in these 3 stocks: IJR, IEFA, IEMG.
  • Wilshire Advisors was a net buyer of stock by $27M.
  • Wilshire Advisors has $39M in assets under management (AUM), dropping by 249.01%.
  • Central Index Key (CIK): 0001616628

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Portfolio Holdings for Wilshire Advisors

Wilshire Advisors holds 7 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Loandepot Com Cl A (LDI) 44.0 $17M +19825% 5.5M 3.07
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Fate Therapeutics (FATE) 27.7 $11M NEW 8.5M 1.26
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Ishares Tr Core Msci Eafe (IEFA) 11.1 $4.3M -5% 49k 87.31
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Ishares Tr Core Us Aggbd Et (AGG) 6.2 $2.4M +99% 24k 100.25
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Ishares Tr Core S&p Scp Etf (IJR) 4.8 $1.8M -45% 15k 118.83
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Ishares Tr Ishs 1-5yr Invs (IGSB) 4.7 $1.8M 34k 53.03
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Ishares Core Msci Emkt (IEMG) 1.6 $611k -12% 9.3k 65.92
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Past Filings by Wilshire Advisors

SEC 13F filings are viewable for Wilshire Advisors going back to 2015

View all past filings