Wilshire Associates

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

  • Top 5 stock holdings are IEFA, AGG, IJR, IGSB, IEMG, and represent 99.60% of Wilshire Advisors's stock portfolio.
  • Reduced shares in these 6 stocks: OMDA, IEFA, AGG, IGSB, IJR, IEMG.
  • Sold out of its position in OMDA.
  • Wilshire Advisors was a net seller of stock by $-1.7M.
  • Wilshire Advisors has $10M in assets under management (AUM), dropping by -14.18%.
  • Central Index Key (CIK): 0001616628

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Positions held by Wilshire Associates consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wilshire Advisors

Wilshire Advisors holds 6 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 38.0 $3.8M -10% 42k 90.53
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Ishares Tr Core Us Aggbd Et (AGG) 22.3 $2.2M -6% 22k 99.27
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Ishares Tr Core S&p Scp Etf (IJR) 17.2 $1.7M -5% 14k 124.31
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Ishares Tr Ishs 1-5yr Invs (IGSB) 16.8 $1.7M -6% 32k 52.56
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Ishares Core Msci Emkt (IEMG) 5.3 $530k -13% 7.6k 69.75
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Loandepot Com Cl A (LDI) 0.4 $39k 28k 1.42
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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