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

Currently, Wilshire Advisors LLC holds 6 types of securities in its portfolio with a total value $10.0M. In the most recent quarter, they have decreased their positions in IEFA (-5.0K shares, valued at $453.5K), AGG (-1.4K shares, valued at $143.5K), IGSB (-2.3K shares, valued at $119.4K).

1M P&L

+67.5K+0.64%

3M P&L

+159.0K+1.53%

HY P&L

+332.0K+3.25%

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/A9.9M

99.6%

2Mortgage Finance39.4K

0.4%

Top Industries by Stock Count

1N/A5 stocks

83.3%

2Mortgage Finance1 stocks

16.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IEFA ISHARES TR41.9K shares-10.69%2026-03-312026-05-27

AGG ISHARES TR22.4K shares-6.06%2026-03-312026-05-27

IJR ISHARES TR13.8K shares-5.28%2026-03-312026-05-27

IGSB ISHARES TR31.8K shares-6.66%2026-03-312026-05-27

IEMG ISHARES INC7.6K shares-13.24%2026-03-312026-05-27

LDI LOANDEPOT INC27.7K shares0.00%2026-03-312026-05-27

IEFA

ISHARES TR

-10.69%

Shares41.9K

Event2026-03-31

Filed2026-05-27

AGG

ISHARES TR

-6.06%

Shares22.4K

Event2026-03-31

Filed2026-05-27

IJR

ISHARES TR

-5.28%

Shares13.8K

Event2026-03-31

Filed2026-05-27

IGSB

ISHARES TR

-6.66%

Shares31.8K

Event2026-03-31

Filed2026-05-27

IEMG

ISHARES INC

-13.24%

Shares7.6K

Event2026-03-31

Filed2026-05-27

LDI

LOANDEPOT INC

0.00%

Shares27.7K

Event2026-03-31

Filed2026-05-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available