Wilshire Associates
Latest statistics and disclosures from Wilshire Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are EFA, REET, STIP, IEFA, AGG, and represent 83.71% of Wilshire Advisors's stock portfolio.
- Added to shares of these 7 stocks: EFA (+$7.8M), REET, EEMV, STIP, IVV, LDI, IJR.
- Started 2 new stock positions in EFA, EEMV.
- Reduced shares in these 4 stocks: IEFA, AGG, IEMG, IGSB.
- Wilshire Advisors was a net buyer of stock by $4.3M.
- Wilshire Advisors has $28M in assets under management (AUM), dropping by -89.83%.
- 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

Portfolio Holdings for Wilshire Advisors
Wilshire Advisors holds 13 positions in its portfolio as reported in the March 2025 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Ishares Tr Msci Eafe Etf (EFA) | 27.9 | $7.8M | NEW | 139k | 56.19 |
|
Ishares Tr Global Reit Etf (REET) | 21.1 | $5.9M | +16% | 782k | 7.57 |
|
Ishares Tr 0-5 Yr Tips Etf (STIP) | 13.1 | $3.7M | +17% | 356k | 10.35 |
|
Ishares Tr Core Msci Eafe (IEFA) | 12.0 | $3.4M | -46% | 444k | 7.56 |
|
Ishares Tr Core Us Aggbd Et (AGG) | 9.6 | $2.7M | -45% | 272k | 9.89 |
|
Ishares Tr Core S&p500 Etf (IVV) | 4.6 | $1.3M | +37% | 238k | 5.40 |
|
Allakos (ALLK) | 4.6 | $1.3M | 75k | 17.08 |
|
|
Ishares Core Msci Emkt (IEMG) | 2.5 | $702k | -49% | 130k | 5.40 |
|
Ishares Msci Emerg Mrkt (EEMV) | 1.9 | $539k | NEW | 222k | 2.43 |
|
Ishares Tr Core S&p Scp Etf (IJR) | 1.0 | $292k | +2% | 28k | 10.46 |
|
Loandepot Com Cl A (LDI) | 0.9 | $261k | +39% | 28k | 9.40 |
|
Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.7 | $195k | -3% | 37k | 5.24 |
|
Fate Therapeutics (FATE) | 0.0 | $13k | 4.1k | 3.23 |
|
Past Filings by Wilshire Advisors
SEC 13F filings are viewable for Wilshire Advisors going back to 2015
- Wilshire Advisors 2025 Q1 restated filed May 29, 2025
- 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