Latest Wilshire Associates Inc Stock Portfolio
$10.34Million | No. of Holdings #7
Wilshire Associates Inc Performance
2026 Q2+5.38%
YTD+6.20%
2025+33.64%
About Wilshire Associates Inc and 13F Hedge Fund Stock Holdings
On 2026-07-27, the fund reported it's updated stock portfolio. In the 13F Holdings report, Wilshire Advisors LLC reported an equity portfolio of $10.3 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Wilshire Advisors LLC are IBCE, IJR, AMPS. The fund has invested 38.4% of it's portfolio in ISHARES TR and 17.1% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off ISHARES TR (IJR) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), ISHARES TR (AAXJ) and ISHARES INC (EMGF). Wilshire Advisors LLC opened new stock positions in ISHARES TR (IJR) and ISHARES TR (AMPS).
Wilshire Associates Inc Equity Portfolio Value
Last Reported on: 27 Jul, 2026
$10.34Million
as of Jul 27, 2026Wilshire Associates Inc Annual Return Estimates Vs S&P 500
Our best estimate is that Wilshire Advisors LLC made a return of 5.38% in the last quarter. In trailing 12 months, it's portfolio return was 11.55%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| ishares tr | 1,762,890 |
| ishares tr | 1,659,320 |
New stocks bought by Wilshire Associates Inc
Additions
No additions were made to existing positions by Wilshire Associates Inc
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -40.00 |
| ishares tr | -32.59 |
| ishares inc | -11.32 |
| ishares tr | -1.73 |
Wilshire Associates Inc reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares tr | -2,223,250 |
Wilshire Associates Inc got rid off the above stocks
Sector Distribution
Wilshire Advisors LLC has about 83.6% of it's holdings in Others sector.
- Others
- Utilities
| Sector | % |
|---|---|
| Others | 83.6 |
| Utilities | 16.1 |
Market Cap. Distribution
Wilshire Advisors LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MID-CAP
| Category | % |
|---|---|
| UNALLOCATED | 83.6 |
| MID-CAP | 16.1 |
Stocks belong to which Index?
About 16.1% of the stocks held by Wilshire Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 83.9 |
| RUSSELL 2000 | 16.1 |
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 7 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.
$10.34MTotal Value
8.00Positions
27 Jul, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 AAXJ Ishares TrIshares TrAAXJ | 10.87% | 21,439 | $1.12M 10.87% | 32.59%decreased 32.59 percentreduced | |
 Ishares Tr Ishares TrAMPS Wilshire Associates Inc's holding in Ishares Tr over time | 16.05% | 72,841 | $1.66M 16.05% | Newnew position | |
 EMGF Ishares IncIshares IncEMGF | 5.4% | 6,739 | $558.3K 5.4% | 11.32%decreased 11.32 percentreduced | |
 IBCE Ishares TrIshares TrIBCE | 38.43% | 41,128 | $3.97M 38.43% | 1.73%decreased 1.73 percentreduced | |
 IJR Ishares TrIshares TrIJR | 17.06% | 22,862 | $1.76M 17.06% | Newnew position | |
IJR Ishares TrIshares TrIJR | 11.85% | 8,259 | $1.22M 11.85% | 40%decreased 40 percentreduced | |
IJR Ishares TrIshares TrIJR | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Loandepot Inc Wilshire Associates Inc's holding in Loandepot Inc over time | 0.34% | 27,727 | $34.7K 0.34% | 0%unchanged 0 percentunchanged | |