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

About Wilshire Advisors LLC

Investment Activity

  • Wilshire Advisors LLC has $9.96 million in total holdings as of March 31, 2025.
  • Wilshire Advisors LLC owns shares of 6 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
  • About 17.41% of the portfolio was sold this quarter.
  • This quarter, Wilshire Advisors LLC has purchased 7 new stocks and bought additional shares in 0 stocks.
  • Wilshire Advisors LLC sold shares of 5 stocks and completely divested from 1 stock this quarter.

Largest Sales this Quarter

iShares Core MSCI EAFE ETF
5,009 shares (about $453.46K)
iShares Core U.S. Aggregate Bond ETF
1,446 shares (about $143.54K)
iShares Core S&P Small-Cap ETF
767 shares (about $95.35K)
iShares Core MSCI Emerging Markets ETF
1,160 shares (about $80.91K)

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
$3,789,043$453,465 â–¼-10.7%41,85438.0%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$2,223,251$143,544 â–¼-6.1%22,39622.3%Finance
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,711,127$95,346 â–¼-5.3%13,76517.2%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$1,671,618$119,364 â–¼-6.7%31,80416.8%Manufacturing
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$530,030$80,910 â–¼-13.2%7,5995.3%ETF
loanDepot, Inc. stock logo
LDI
loanDepot
$39,3730.0%27,7270.4%Finance
OMADA HEALTH INC
$0$842,384 â–¼-100.0%00.0%COM

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data