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
- Wilshire Advisors 2021 Q1 filed May 17, 2021
- Wilshire Associates 2020 Q4 filed Feb. 16, 2021
- Wilshire Associates 2020 Q3 filed Nov. 16, 2020
- Wilshire Associates 2020 Q2 filed Aug. 14, 2020
- Wilshire Associates 2020 Q1 filed May 15, 2020
- Wilshire Associates 2019 Q4 filed Feb. 14, 2020
- Wilshire Associates 2019 Q3 filed Nov. 14, 2019
- Wilshire Associates 2019 Q2 filed Aug. 14, 2019
- Wilshire Associates 2019 Q1 filed May 15, 2019
- Wilshire Associates 2018 Q4 filed Feb. 14, 2019
- Wilshire Associates 2018 Q3 filed Nov. 14, 2018
- Wilshire Associates 2018 Q2 filed Aug. 14, 2018
- Wilshire Associates 2018 Q1 filed May 15, 2018
- Wilshire Associates 2017 Q4 filed Feb. 14, 2018
- Wilshire Associates 2017 Q3 filed Nov. 14, 2017
- Wilshire Associates 2017 Q2 filed Aug. 14, 2017