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 92.54% of Wilshire Advisors's stock portfolio.
  • Added to shares of these 5 stocks: AGG, IEFA, REET, ALLK, STIP.
  • Started 1 new stock position in ALLK.
  • Reduced shares in these 4 stocks: IVV, IJR, IGSB, IEMG.
  • Wilshire Advisors was a net seller of stock by $-1.4M.
  • Wilshire Advisors has $180M in assets under management (AUM), dropping by -4.58%.
  • Central Index Key (CIK): 0001616628

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Portfolio Holdings for Wilshire Advisors

Wilshire Advisors holds 10 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 36.0 $65M -3% 151k 429.43
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Ishares Tr Core Msci Eafe (IEFA) 22.8 $41M 637k 64.35
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Ishares Tr Core Us Aggbd Et (AGG) 17.2 $31M 330k 94.04
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Ishares Tr 0-5 Yr Tips Etf (STIP) 11.0 $20M 204k 96.92
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Ishares Tr Global Reit Etf (REET) 5.5 $9.9M 470k 21.17
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Ishares Core Msci Emkt (IEMG) 5.0 $9.0M 189k 47.59
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Ishares Tr Ishs 1-5yr Invs (IGSB) 1.2 $2.2M 44k 49.83
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Ishares Tr Core S&p Scp Etf (IJR) 1.1 $2.1M 22k 94.33
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Allakos (ALLK) 0.1 $170k NEW 75k 2.27
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Loandepot Com Cl A (LDI) 0.0 $48k 28k 1.72
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Past Filings by Wilshire Advisors

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

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