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Wilshire Advisors LLC Top Holdings and 13F Report (2025)

About Wilshire Advisors LLC

Investment Activity

  • Wilshire Advisors LLC has $11.06 million in total holdings as of March 31, 2025.
  • Wilshire Advisors LLC owns shares of 6 different stocks, but just 3 companies or ETFs make up 80% of its holdings.
  • Approximately 0.20% of the portfolio was purchased this quarter.
  • About 813.32% of the portfolio was sold this quarter.
  • This quarter, Wilshire Advisors LLC has purchased 13 new stocks and bought additional shares in 1 stock.
  • Wilshire Advisors LLC sold shares of 4 stocks and completely divested from 7 stocks this quarter.

Largest Purchases this Quarter

iShares Core S&P Small-Cap ETF
200 shares (about $21.86K)

Largest Sales this Quarter

iShares Core MSCI EAFE ETF
391,820 shares (about $32.71M)
iShares Core U.S. Aggregate Bond ETF
260,282 shares (about $25.82M)
iShares Core MSCI Emerging Markets ETF
119,492 shares (about $7.17M)

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 MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$4,318,504$32,709,135 -88.3%51,73139.1%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$3,073,235$21,858 0.7%28,12027.8%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$1,792,838$175,058 -8.9%33,98116.2%Manufacturing
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$1,198,336$25,819,974 -95.6%12,08010.8%Finance
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$638,299$7,173,105 -91.8%10,6335.8%ETF
loanDepot, Inc. stock logo
LDI
loanDepot
$35,2140.0%27,7270.3%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$0$9,330,513 -100.0%00.0%ETF
iShares Global REIT ETF stock logo
REET
iShares Global REIT ETF
$0$4,790,608 -100.0%00.0%ETF
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$0$3,817,836 -100.0%00.0%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$0$3,591,298 -100.0%00.0%Finance
Allakos Inc. stock logo
ALLK
Allakos
$0$1,282,129 -100.0%00.0%Medical
iShares MSCI Emerging Markets Min Vol Factor ETF stock logo
EEMV
iShares MSCI Emerging Markets Min Vol Factor ETF
$0$1,221,049 -100.0%00.0%ETF
Fate Therapeutics, Inc. stock logo
FATE
Fate Therapeutics
$0$13,172 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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