Latest Wilshire Associates Inc Stock Portfolio
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 $38.6 Millions as of 30 Sep, 2025.
The top stock holdings of Wilshire Advisors LLC are LDI, FATE, IBCE. The fund has invested 44% of it's portfolio in LOANDEPOT INC and 27.7% of portfolio in FATE THERAPEUTICS INC.
They significantly reduced their stock positions in ISHARES TR (IJR), ISHARES INC (EMGF) and ISHARES TR (IBCE). Wilshire Advisors LLC opened new stock positions in FATE THERAPEUTICS INC (FATE). The fund showed a lot of confidence in some stocks as they added substantially to LOANDEPOT INC (LDI) and ISHARES TR (IJR).
The top stock holdings of Wilshire Advisors LLC are LDI, FATE, IBCE. The fund has invested 44% of it's portfolio in LOANDEPOT INC and 27.7% of portfolio in FATE THERAPEUTICS INC.
They significantly reduced their stock positions in ISHARES TR (IJR), ISHARES INC (EMGF) and ISHARES TR (IBCE). Wilshire Advisors LLC opened new stock positions in FATE THERAPEUTICS INC (FATE). The fund showed a lot of confidence in some stocks as they added substantially to LOANDEPOT INC (LDI) and ISHARES TR (IJR).
Wilshire Associates Inc Annual Return Estimates Vs S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| fate therapeutics inc | 10,693,400 |
New stocks bought by Wilshire Associates Inc
Additions
| Ticker | % Inc. |
|---|---|
| loandepot inc | 19,825 |
| ishares tr | 99.01 |
Additions to existing portfolio by Wilshire Associates Inc
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -45.13 |
| ishares inc | -12.87 |
| ishares tr | -5.29 |
Wilshire Associates Inc reduced stake in above stock
Sold off
Sector Distribution
| Sector | % |
|---|---|
| Financial Services | 44 |
| Others | 28.3 |
| Healthcare | 27.7 |
Market Cap. Distribution
| Category | % |
|---|---|
| SMALL-CAP | 71.7 |
| UNALLOCATED | 28.3 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 72.3 |
| RUSSELL 2000 | 27.7 |
Wilshire Associates Inc Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Wilshire Associates Inc
Last Reported on: 14 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ishares tr | 4.67 | 33,981 | 1,802,010 | unchanged | 0.00 | ||
| EMGF | ishares inc | 1.58 | 9,265 | 610,749 | reduced | -12.87 | ||
| FATE | fate therapeutics inc | 27.71 | 8,486,820 | 10,693,400 | new | |||
| IBCE | ishares tr | 11.09 | 48,993 | 4,277,580 | reduced | -5.29 | ||
| IJR | ishares tr | 6.25 | 24,041 | 2,410,110 | added | 99.01 | ||
| IJR | ishares tr | 4.75 | 15,430 | 1,833,550 | reduced | -45.13 | ||
| LDI | loandepot inc | 43.95 | 5,524,650 | 16,960,700 | added | 19,825 | ||