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Wilshire Advisors LLC Top Holdings and 13F Report (2024)

About Wilshire Advisors LLC

Investment Activity

  • Wilshire Advisors LLC has $201.02 million in total holdings as of March 31, 2024.
  • Wilshire Advisors LLC owns shares of 41 different stocks, but just 15 companies or ETFs make up 80% of its holdings.
  • Approximately 69.68% of the portfolio was purchased this quarter.
  • About 0.08% of the portfolio was sold this quarter.
  • This quarter, Wilshire Advisors LLC has purchased 41 new stocks and bought additional shares in 36 stocks.
  • Wilshire Advisors LLC sold shares of 1 stock and completely divested from 0 stocks this quarter.

Largest Purchases this Quarter

iShares Core S&P 500 ETF
34,569 shares (about $18.17M)
iShares Core U.S. Aggregate Bond ETF
154,011 shares (about $15.08M)
iShares Core S&P 500 ETF
26,876 shares (about $14.13M)
iShares Core S&P 500 ETF
24,757 shares (about $13.02M)
iShares Core MSCI EAFE ETF
116,027 shares (about $8.61M)

Largest Sales this Quarter

iShares Core S&P 500 ETF
310 shares (about $162.98K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofWilshire Advisors LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$22,237,854$18,173,961 447.2%42,29911.1%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$18,193,413$14,129,520 347.7%34,6069.1%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$17,079,390$13,015,497 320.3%32,4878.5%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$16,095,068$15,083,837 1,491.6%164,3368.0%Finance
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$14,312,881$8,611,524 151.0%192,8447.1%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$12,544,444$8,480,551 208.7%23,8616.2%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$9,837,266$4,135,909 72.5%132,5424.9%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$8,302,472$2,601,114 45.6%111,8634.1%ETF
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$8,296,538$8,213,912 9,941.0%83,4414.1%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$7,969,084$6,957,853 688.1%81,3674.0%Finance
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$7,163,492$1,462,134 25.6%96,5173.6%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$5,710,858$9,500 0.2%76,9452.8%ETF
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$4,961,458$4,878,832 5,904.7%49,8992.5%ETF
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$4,944,952$4,862,326 5,884.7%49,7332.5%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$3,900,917$162,976 -4.0%7,4201.9%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$3,682,348$2,671,118 264.1%37,5981.8%Finance
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$3,564,330$2,553,100 252.5%36,3931.8%Finance
iShares Global REIT ETF stock logo
REET
iShares Global REIT ETF
$3,531,518$3,441,155 3,808.1%149,1351.8%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$3,123,967$3,028,559 3,174.3%60,5421.6%ETF
iShares Global REIT ETF stock logo
REET
iShares Global REIT ETF
$2,680,481$2,590,118 2,866.4%113,1961.3%ETF
iShares Global REIT ETF stock logo
REET
iShares Global REIT ETF
$2,340,460$2,250,097 2,490.1%98,8371.2%ETF
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$2,331,236$2,248,610 2,721.4%23,4461.2%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$2,245,766$15,252 0.7%20,3201.1%ETF
iShares Global REIT ETF stock logo
REET
iShares Global REIT ETF
$2,191,276$2,100,913 2,325.0%92,5371.1%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$2,120,1200.0%41,3441.1%Manufacturing
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$2,109,138$1,097,907 108.6%21,5351.0%Finance
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$1,694,080$1,598,672 1,675.6%32,8310.8%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$1,599,548$1,504,140 1,576.5%30,9990.8%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$1,385,460$1,290,052 1,352.1%26,8500.7%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$1,138,347$1,042,939 1,093.1%22,0610.6%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$1,080,964$69,733 6.9%11,0370.5%Finance
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$744,794$649,386 680.6%14,4340.4%ETF
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$624,122$541,496 655.4%6,2770.3%ETF
iShares Global REIT ETF stock logo
REET
iShares Global REIT ETF
$513,501$423,138 468.3%21,6850.3%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$355,472$260,064 272.6%6,8890.2%ETF
iShares Global REIT ETF stock logo
REET
iShares Global REIT ETF
$111,864$21,501 23.8%4,7240.1%ETF
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$99,828$17,201 20.8%1,0040.0%ETF
Allakos Inc. stock logo
ALLK
Allakos
$94,5690.0%75,0550.0%Medical
loanDepot, Inc. stock logo
LDI
loanDepot
$51,355$30,896 151.0%19,8280.0%Finance
Fate Therapeutics, Inc. stock logo
FATE
Fate Therapeutics
$29,9690.0%4,0830.0%Medical
loanDepot, Inc. stock logo
LDI
loanDepot
$20,4580.0%7,8990.0%Finance

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data: