Wilshire Associates

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

  • Top 5 stock holdings are IEFA, IJH, GOVT, IJR, IGSB, and represent 94.26% of Wilshire Advisors's stock portfolio.
  • Added to shares of these 2 stocks: IJH, GOVT.
  • Started 2 new stock positions in IJH, GOVT.
  • Reduced shares in these 5 stocks: AGG, IJR, IGSB, IEMG, IEFA.
  • Sold out of its position in AGG.
  • Wilshire Advisors was a net seller of stock by $-302k.
  • Wilshire Advisors has $10M in assets under management (AUM), dropping by 3.73%.
  • 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 June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 38.4 $4.0M 41k 96.58
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Ishares Tr Core S&p Mcp Etf (IJH) 17.1 $1.8M NEW 23k 77.11
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Ishares Tr Us Treas Bd Etf (GOVT) 16.1 $1.7M NEW 73k 22.78
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Ishares Tr Core S&p Scp Etf (IJR) 11.9 $1.2M -40% 8.3k 148.31
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Ishares Tr Ishs 1-5yr Invs (IGSB) 10.9 $1.1M -32% 21k 52.41
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Ishares Core Msci Emkt (IEMG) 5.4 $558k -11% 6.7k 82.84
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Loandepot Com Cl A (LDI) 0.3 $35k 28k 1.25
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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