The Analysis of Wilshire Advisors LLC's Holdings & P&L


Currently, Wilshire Advisors LLC holds 7 types of securities in its portfolio with a total value $38.6M. In the most recent quarter, they have increased their positions in LDI (+5.5M shares, valued at $16.9M), FATE (+8.5M shares, valued at $10.7M), AGG (+12.0K shares, valued at $1.2M); decreased their positions in IJR (-12.7K shares, valued at $1.5M), IEFA (-2.7K shares, valued at $239.1K), IEMG (-1.4K shares, valued at $90.2K); initiated new positions in FATE (+8.5M shares, valued at $10.7M).


1M P&L
+5.0M+17.73%
3M P&L
-5.7M-14.56%
HY P&L
-7.7M-18.76%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Mortgage Finance17.0M
44.0%
2N/A10.9M
28.3%
3Biotechnology10.7M
27.7%

Top Industries by Stock Count

1N/A5 stocks
71.4%
2Biotechnology1 stocks
14.3%
3Mortgage Finance1 stocks
14.3%
Stock Holdings
LDI
LOANDEPOT INC
19825.17%
Shares5.5M
Event2025-09-30
Filed2025-11-14
FATE
FATE THERAPEUTICS INC
New
Shares8.5M
Event2025-09-30
Filed2025-11-14
IEFA
ISHARES TR
-5.29%
Shares49.0K
Event2025-09-30
Filed2025-11-14
AGG
ISHARES TR
99.01%
Shares24.0K
Event2025-09-30
Filed2025-11-14
IJR
ISHARES TR
-45.13%
Shares15.4K
Event2025-09-30
Filed2025-11-14
IGSB
ISHARES TR
0.00%
Shares34.0K
Event2025-09-30
Filed2025-11-14
IEMG
ISHARES INC
-12.87%
Shares9.3K
Event2025-09-30
Filed2025-11-14

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available