Wilshire Associates

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

  • Top 5 stock holdings are VOO, IEFA, IUSB, VEA, AGG, and represent 44.32% of Wilshire Advisors's stock portfolio.
  • Added to shares of these 9 stocks: ISTB, VWOB, IUSB, EMLC, AGG, VWO, BNDX, IGOV, IGSB.
  • Started 1 new stock positions in ISTB.
  • Reduced shares in these 10 stocks: VCIT, VOO, IJR, USHY, IEMG, IJH, IEFA, VYM, VEA, IDV.
  • Wilshire Advisors was a net seller of stock by $-2.7M.
  • Wilshire Advisors has $106M in assets under management (AUM), dropping by 0.47%.
  • Central Index Key (CIK): 0001616628

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Portfolio Holdings for Wilshire Advisors

Companies in the Wilshire Advisors portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 16.7 $18M -5% 48k 364.28
Ishares Tr Core Msci Eafe (IEFA) 7.7 $8.2M -4% 114k 72.05
Ishares Tr Core Total Usd (IUSB) 7.0 $7.5M +6% 141k 52.76
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 6.7 $7.1M -3% 145k 49.09
Ishares Tr Core Us Aggbd Et (AGG) 6.2 $6.5M +5% 57k 113.84
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 6.1 $6.4M +3% 112k 57.12
Ishares Tr Eafe Value Etf (EFV) 5.9 $6.2M 122k 50.97
Ishares Core Msci Emkt (IEMG) 5.2 $5.5M -7% 85k 64.36
Vanguard Whitehall Fds High Div Yld (VYM) 5.0 $5.3M -6% 52k 101.09
Ishares Tr Intl Trea Bd Etf (IGOV) 4.9 $5.1M +3% 99k 51.93
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 3.9 $4.2M +16% 54k 77.48
Ishares Tr Core S&p Scp Etf (IJR) 3.6 $3.8M -17% 35k 108.35
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.9 $3.1M 57k 54.69
Ishares Tr Core S&p Mcp Etf (IJH) 2.8 $3.0M -12% 11k 260.21

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Ishares Tr Intl Sel Div Etf (IDV) 2.7 $2.9M -6% 92k 31.48
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.4 $2.5M +9% 48k 52.06
Vanguard Index Fds Value Etf (VTV) 2.0 $2.2M -5% 17k 131.30
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.9 $2.0M -37% 21k 93.09
Vanguard Index Fds Real Estate Etf (VNQ) 1.7 $1.8M -4% 19k 91.87
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.6 $1.7M -2% 31k 55.77
Vaneck Vectors Etf Tr Jp Morgan Mkts (EMLC) 1.4 $1.5M +36% 48k 30.69
Ishares Tr Broad Usd High (USHY) 1.0 $1.1M -34% 26k 41.16
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.8 $830k NEW 16k 51.28

Past Filings by Wilshire Advisors

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

View all past filings