Latest Wilshire Associates Inc Stock Portfolio
$9,964Thousand– No. of Holdings #6
Wilshire Associates Inc Performance:
2026 Q1: 0.78%YTD: 0.78%2025: 33.64%
Performance for 2026 Q1 is 0.78%, and YTD is 0.78%, and 2025 is 33.64%.
About Wilshire Associates Inc and 13F Hedge Fund Stock Holdings
On 2026-05-27, the fund reported it's updated stock portfolio. In the 13F Holdings report, Wilshire Advisors LLC reported an equity portfolio of $10 Millions as of 31 Mar, 2026.
The top stock holdings of Wilshire Advisors LLC are IBCE, IJR, IJR. The fund has invested 38% of it's portfolio in ISHARES TR and 22.3% of portfolio in ISHARES TR.
The fund managers got completely rid off OMADA HEALTH INC stocks. They significantly reduced their stock positions in ISHARES INC (EMGF), ISHARES TR (IBCE) and ISHARES TR (AAXJ).
The top stock holdings of Wilshire Advisors LLC are IBCE, IJR, IJR. The fund has invested 38% of it's portfolio in ISHARES TR and 22.3% of portfolio in ISHARES TR.
The fund managers got completely rid off OMADA HEALTH INC stocks. They significantly reduced their stock positions in ISHARES INC (EMGF), ISHARES TR (IBCE) and ISHARES TR (AAXJ).
Wilshire Associates Inc Equity Portfolio Value
Last Reported on: 27 May, 2026
Wilshire Associates Inc Annual Return Estimates Vs S&P 500
Our best estimate is that Wilshire Advisors LLC made a return of 0.78% in the last quarter. In trailing 12 months, it's portfolio return was 554.73%.
- Performance
- S&P 500
New Buys
Additions
Reductions
| Ticker | % Reduced |
|---|---|
| ishares inc | -13.24 |
| ishares tr | -10.69 |
| ishares tr | -6.66 |
| ishares tr | -6.06 |
| ishares tr | -5.28 |
Wilshire Associates Inc reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| omada health inc | -842,384 |
Wilshire Associates Inc got rid off the above stocks
Sector Distribution
Wilshire Advisors LLC has about 99.6% of it's holdings in Others sector.
- Others
| Sector | % |
|---|---|
| Others | 99.6 |
Market Cap. Distribution
Wilshire Advisors LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
| Category | % |
|---|---|
| UNALLOCATED | 99.6 |
Stocks belong to which Index?
About 0% of the stocks held by Wilshire Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
| Index | % |
|---|---|
| Others | 100 |
Wilshire Associates Inc Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Wilshire Associates Inc
Wilshire Advisors LLC has 6 stocks in it's portfolio. LDI proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Wilshire Advisors LLC last quarter.
Last Reported on: 27 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ishares tr | 16.78 | 31,804 | 1,671,620 | reduced | -6.66 | ||
| EMGF | ishares inc | 5.32 | 7,599 | 530,030 | reduced | -13.24 | ||
| IBCE | ishares tr | 38.03 | 41,854 | 3,789,040 | reduced | -10.69 | ||
| IJR | ishares tr | 22.31 | 22,396 | 2,223,250 | reduced | -6.06 | ||
| IJR | ishares tr | 17.17 | 13,765 | 1,711,130 | reduced | -5.28 | ||
| LDI | loandepot inc | 0.40 | 27,727 | 39,373 | unchanged | 0.00 | ||
| omada health inc | 0.00 | 0.00 | 0.00 | sold off | -100 | |||