Institutional Fund
Wilshire Advisors LLC
Santa Monica, CACIK 16166286 filings on record
Portfolio Value
$9.96M
Q1 2026
Holdings
6
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-14.2%
from $11.61M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr38.0%
- Ishares Tr22.3%
- Ishares Tr17.2%
- Ishares Tr16.8%
- Ishares Inc5.3%
- Loandepot Inc0.4%
Portfolio Holdings
6 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 41.9K | $3.79M | 38.0% | −5.0K | Reduced |
| 2 | Ishares Tr | 22.4K | $2.22M | 22.3% | −1.4K | Reduced |
| 3 | Ishares Tr | 13.8K | $1.71M | 17.2% | −767 | Reduced |
| 4 | Ishares Tr | 31.8K | $1.67M | 16.8% | −2.3K | Reduced |
| 5 | Ishares Inc | 7.6K | $530.0K | 5.3% | −1.2K | Reduced |
| 6 | Loandepot Inc | 27.7K | $39.4K | 0.4% | 0 | Held |