Latest Wilshire Associates Inc Stock Portfolio

Wilshire Associates Inc Performance:

2025 Q1: -52.74%YTD: -52.74%2024: 7.8%

Performance for 2025 Q1 is -52.74%, and YTD is -52.74%, and 2024 is 7.8%.

About Wilshire Associates Inc and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Wilshire Advisors LLC reported an equity portfolio of $31.6 Millions as of 31 Mar, 2025.

The top stock holdings of Wilshire Advisors LLC are IJR, ACWF, AMPS. The fund has invested 29.5% of it's portfolio in ISHARES TR and 15.1% of portfolio in ISHARES TR.

They significantly reduced their stock positions in ISHARES INC (EMGF), ISHARES TR (IBCE) and ISHARES TR (IJR). Wilshire Advisors LLC opened new stock positions in ISHARES TR (IJR) and ISHARES INC (ACWV). The fund showed a lot of confidence in some stocks as they added substantially to LOANDEPOT INC (LDI), ISHARES TR (IJR) and ISHARES TR (AMPS).

Wilshire Associates Inc Annual Return Estimates Vs S&P 500

Our best estimate is that Wilshire Advisors LLC made a return of -52.74% in the last quarter. In trailing 12 months, it's portfolio return was -50.57%.

New Buys

Ticker	$ Bought
ishares tr	3,591,300
ishares inc	1,221,050

New stocks bought by Wilshire Associates Inc

Additions

Ticker	% Inc.
loandepot inc	39.84
ishares tr	37.81
ishares tr	17.12
ishares tr	16.25
ishares tr	2.2

Additions to existing portfolio by Wilshire Associates Inc

Reductions

Ticker	% Reduced
ishares inc	-49.01
ishares tr	-46.41
ishares tr	-45.86
ishares tr	-3.96

Wilshire Associates Inc reduced stake in above stock

Sold off

None of the stocks were completely sold off by Wilshire Associates Inc

Sector Distribution

Wilshire Advisors LLC has about 82.1% of it's holdings in Others sector.

Sector	%
Others	82.1
Utilities	12.1
Healthcare	4.1
Financial Services	1.7

Market Cap. Distribution

Wilshire Advisors LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	82.1
SMALL-CAP	13.8
MICRO-CAP	4.1

Stocks belong to which Index?

About 16.2% of the stocks held by Wilshire Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	83.8
RUSSELL 2000	16.2

Top 5 Winners (%)		%
ALLK	allakos inc	1308.9 %
LDI	loandepot inc	114.4 %
FATE	fate therapeutics inc	88.2 %

Top 5 Winners ($)		$
ALLK	allakos inc	1.2 M
LDI	loandepot inc	0.3 M
FATE	fate therapeutics inc	0.0 M

Top 5 Losers (%)		%
IJR	ishares tr	-91.0 %
IJR	ishares tr	-90.7 %
AMPS	ishares tr	-87.7 %
IJR	ishares tr	-49.9 %
IJR	ishares tr	-7.4 %

Top 5 Losers ($)		$
IJR	ishares tr	-95.0 M
AMPS	ishares tr	-27.3 M
IJR	ishares tr	-24.3 M
IJR	ishares tr	-2.9 M
IJR	ishares tr	-0.3 M

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 13 stocks in it's portfolio. About 98.4% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. ALLK was the most profitable stock for Wilshire Advisors LLC last quarter.

Last Reported on: 29 May, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	IJR	ishares tr	29.50	237,694	9,330,510	added	37.81
Historical Trend of ISHARES TR Position Held By Wilshire Associates Inc What % of Portfolio is IJR?: Number of IJR shares held: Change in No. of Shares Held:
	ACWF	ishares tr	15.14	782,038	4,790,610	added	16.25

	AMPS	ishares tr	12.07	356,127	3,817,840	added	17.12

	IJR	ishares tr	11.35	139,130	3,591,300	new

	IBCE	ishares tr	10.61	443,551	3,355,500	reduced	-46.41

	IJR	ishares tr	7.90	272,362	2,500,240	reduced	-45.86

	ALLK	allakos inc	4.05	75,055	1,282,130	unchanged	0.00

	ACWV	ishares inc	3.86	222,214	1,221,050	new

	EMGF	ishares inc	2.22	130,125	702,300	reduced	-49.01

	LDI	loandepot inc	1.71	27,727	542,097	added	39.84

	IJR	ishares tr	0.92	27,920	292,000	added	2.2

	AAXJ	ishares tr	0.62	37,299	195,300	reduced	-3.96

	FATE	fate therapeutics inc	0.04	4,083	13,172	unchanged	0.00