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 92.73% of Wilshire Advisors's stock portfolio.
- Added to shares of these 5 stocks: AGG, STIP, IEMG, REET, FATE.
- Started 1 new stock position in FATE.
- Reduced shares in these 4 stocks: IVV (-$5.5M), IEFA, IJR, IGSB.
- Wilshire Advisors was a net seller of stock by $-3.9M.
- Wilshire Advisors has $201M in assets under management (AUM), dropping by 11.66%.
- Central Index Key (CIK): 0001616628
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Portfolio Holdings for Wilshire Advisors
Wilshire Advisors holds 11 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Global Reit Etf Core S&p500 Etf (IVV) | 36.8 | $74M | -6% | 141k | 525.73 |
|
| Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA) | 22.5 | $45M | -4% | 611k | 74.22 |
|
| Ishares Core U.s. Aggregate Bond Etf Core Us Aggbd Et (AGG) | 17.2 | $35M | +6% | 352k | 97.94 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 10.6 | $21M | +4% | 214k | 99.43 |
|
| Ishares Core Msci Eafe Etf Global Reit Etf (REET) | 5.7 | $11M | +2% | 480k | 23.68 |
|
| Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG) | 5.0 | $10M | +3% | 195k | 51.60 |
|
| Ishares Core S&p Small-cap Etf Core S&p Scp Etf (IJR) | 1.1 | $2.2M | -7% | 20k | 110.52 |
|
| Ishares Trust Ishares 1-5 Year Investment Grade Corporate Bond Etf Ishs 1-5yr Invs (IGSB) | 1.1 | $2.1M | -4% | 41k | 51.28 |
|
| Allakos (ALLK) | 0.0 | $95k | 75k | 1.26 |
|
|
| Parthenon Investors IV, L.P. - loan Depot Com Cl A (LDI) | 0.0 | $72k | 28k | 2.59 |
|
|
| Fate Therapeutics (FATE) | 0.0 | $30k | NEW | 4.1k | 7.34 |
|
Past Filings by Wilshire Advisors
SEC 13F filings are viewable for Wilshire Advisors going back to 2015
- Wilshire Advisors 2024 Q1 filed May 15, 2024
- 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