Wilshire Advisors LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Oct 2026 | $149,102,543,671 | Other investment advisers (62%) |
| Apr 2026 to Sep 2026 | $149,102,543,671 | Other investment advisers (62%) |
| Aug 2025 to Mar 2026 | $99,099,327,356 | Other (50%) |
| Apr 2025 to Jul 2025 | $99,099,327,356 | Other (50%) |
| Mar 2025 | $94,873,146,068 | Diversified |
| Dec 2024 to Feb 2025 | $94,873,146,068 | Diversified |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 96.2%; sector active share 87.2% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
7 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 99.6% | $9,742,856 |
| Financial Services | 0.4% | $34,658 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | −10,365 | 21,439 | $1,123,617 | |
| IJR | iShares Core S&P Small-Cap ETF | −5,506 | 8,259 | $1,224,892 | |
| IEMG | iShares Trust | −860 | 6,739 | $0 | |
| IEFA | iShares Core MSCI EAFE ETF | −726 | 41,128 | $3,972,142 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AGG | iShares Core U.S. Aggregate Bond ETF | 22,396 | $2,223,250 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IEFA |
iShares Core MSCI EAFE ETF
|
Reduced | 41,128 | $3,972,142 | 40.63% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
NEW | 22,862 | $1,762,888 | 18.03% | |
| GOVT |
iShares U.S. Treasury Bond ETF
|
NEW | 72,841 | $1,659,317 | 16.97% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Reduced | 8,259 | $1,224,892 | 12.53% | |
| IGSB |
iShares 1-5 Year Investment Grade Corporate Bond ETF
|
Reduced | 21,439 | $1,123,617 | 11.49% | |
| LDI |
loanDepot, Inc.
Financial Services
|
Held | 27,727 | $34,658 | 0.35% | |
| IEMG |
iShares Trust
|
Reduced | 6,739 | $0 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.