Wilshire Advisors LLC
CIK 1616628 · View on SEC EDGAR ↗
- Portfolio value
- $10.3M
- Positions
- 7
- As of
- June 30, 2026
#8,970 of 9,443 by 13F value · top 95.0%
Portfolio value QoQ: +3.7% 13F does not disclose cash
- Top 10 holdings weight
- 100.00%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 6
- Effective number of positions
- 4.3
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 33.72% Est. buys $3,422,207 · sells $3,724,435
Median holding: 2.0 quarters Tracked Q4 2024–Q2 2026 · 43.8% still held
- New positions
- 2
- Increased
- 0
- Decreased
- 4
- Closed
- 1
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Financial Services
0.3%
Other/Unmapped
99.7%
Full portfolio 7 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IEFA | $3,972,142 | 38.43% | 41,128 | $183,099 | Down ×5 | ||
| IJH | $1,762,889 | 17.06% | 22,862 | Up ×1 | |||
| GOVT | $1,659,318 | 16.05% | 72,841 | Up ×1 | |||
| IJR | $1,224,892 | 11.85% | 8,259 | $-486,235 | Down ×4 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $1,123,618 | 10.87% | 21,439 | $-548,000 | Down ×2 | ||
| IEMG | $558,259 | 5.40% | 6,739 | $28,229 | Down ×5 | ||
| LDI loanDepot, Inc. Class A Common Stock | $34,659 | 0.34% | 27,727 | $-4,714 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| IJH | $1,762,889 | 22,862 | 17.06% |
| GOVT | $1,659,318 | 72,841 | 16.05% |
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| FATE | Dec. 31, 2025 | 8,486,822 | $10,693,396 | 160.2% |
| AGG | June 30, 2026 | 22,396 | $2,223,251 | No longer tracked |
| EFA | June 30, 2025 | 23,107 | $1,298,382 | No longer tracked |
| ALLK | June 30, 2025 | 75,055 | $1,282,129 | No longer tracked |
| OMDA | March 31, 2026 | 53,383 | $842,384 | 95.9% |
| REET | June 30, 2025 | 97,767 | $739,607 | No longer tracked |
| STIP | June 30, 2025 | 20,164 | $208,637 | No longer tracked |
| EEMV | June 30, 2025 | 77,132 | $187,122 | No longer tracked |
| IVV | June 30, 2025 | 34,384 | $185,570 | No longer tracked |
| FATE | June 30, 2025 | 4,083 | $13,172 | 127.7% |