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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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 | |
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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
- Wilshire Advisors 2023 Q3 filed Nov. 14, 2023
- Wilshire Advisors 2023 Q2 filed Aug. 14, 2023
- Wilshire Advisors 2023 Q1 filed May 15, 2023
- Wilshire Advisors 2022 Q4 filed Feb. 14, 2023
- Wilshire Advisors 2022 Q3 filed Nov. 14, 2022
- Wilshire Advisors 2022 Q2 filed Aug. 15, 2022
- Wilshire Advisors 2022 Q1 filed May 16, 2022
- Wilshire Advisors 2021 Q4 filed Feb. 14, 2022
- Wilshire Advisors 2021 Q3 filed Nov. 15, 2021
- Wilshire Advisors 2021 Q2 filed Aug. 16, 2021
- 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