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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
 View chart
Ishares Tr Global Reit Etf (REET) 21.1 $5.9M +16% 782k 7.57
 View chart
Ishares Tr 0-5 Yr Tips Etf (STIP) 13.1 $3.7M +17% 356k 10.35
 View chart
Ishares Tr Core Msci Eafe (IEFA) 12.0 $3.4M -46% 444k 7.56
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 9.6 $2.7M -45% 272k 9.89
 View chart
Ishares Tr Core S&p500 Etf (IVV) 4.6 $1.3M +37% 238k 5.40
 View chart
Allakos (ALLK) 4.6 $1.3M 75k 17.08
 View chart
Ishares Core Msci Emkt (IEMG) 2.5 $702k -49% 130k 5.40
 View chart
Ishares Msci Emerg Mrkt (EEMV) 1.9 $539k NEW 222k 2.43
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 1.0 $292k +2% 28k 10.46
 View chart
Loandepot Com Cl A (LDI) 0.9 $261k +39% 28k 9.40
 View chart
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.7 $195k -3% 37k 5.24
 View chart
Fate Therapeutics (FATE) 0.0 $13k 4.1k 3.23
 View chart

Past Filings by Wilshire Advisors

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

View all past filings