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 $10.3M. In the most recent quarter, they have increased their positions in IJH (+22.9K shares, valued at $1.8M), GOVT (+72.8K shares, valued at $1.7M); decreased their positions in IJR (-5.5K shares, valued at $816.6K), IGSB (-10.4K shares, valued at $543.2K), IEMG (-860 shares, valued at $71.2K); initiated new positions in IJH (+22.9K shares, valued at $1.8M), GOVT (+72.8K shares, valued at $1.7M).


1M P&L
-22.9K-0.36%
3M P&L
+109.7K+1.78%
HY P&L
+300.3K+5.03%

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

1N/A6.3M
99.5%
2Mortgage Finance34.7K
0.5%

Top Industries by Stock Count

1N/A5 stocks
83.3%
2Mortgage Finance1 stocks
16.7%
Stock Holdings
ISHARES TR
ISHARES TR
-1.73%
Shares41.1K
Event2026-06-30
Filed2026-07-27
IJH
ISHARES TR
New
Shares22.9K
Event2026-06-30
Filed2026-07-27
GOVT
ISHARES TR
New
Shares72.8K
Event2026-06-30
Filed2026-07-27
IJR
ISHARES TR
-40.00%
Shares8.3K
Event2026-06-30
Filed2026-07-27
IGSB
ISHARES TR
-32.59%
Shares21.4K
Event2026-06-30
Filed2026-07-27
IEMG
ISHARES INC
-11.32%
Shares6.7K
Event2026-06-30
Filed2026-07-27
LDI
LOANDEPOT INC
0.00%
Shares27.7K
Event2026-06-30
Filed2026-07-27

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available