Wilshire Advisors LLC Portfolio Holdings

Wilshire Advisors LLC

  • $201 Million
  • Q1 2024

Wilshire Advisors LLC has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $201 Million distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $74M, Ishares Tr with a value of $45.3M, Ishares Core U.S. Aggregate Bo with a value of $34.5M, Ishares Barclays 0 5 Year Tips with a value of $21.3M, and Ishares Global Reit ETF with a value of $11.4M.

Examining the 13F form we can see an increase of $7.97M in the current position value, from $193M to 201M.

Wilshire Advisors LLC is based out at Santa Monica, CA

Below you can find more details about Wilshire Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $201 Million
ETFs: $201 Million
Healthcare: $123,000
Financial Services: $71,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$74 Million 36.79% of portfolio
140,673
Q1 2024 Reduced 4.28%
$0
$45.3 Million 22.55% of portfolio
610,711
Q1 2024 Reduced 2.49%
$0
$34.5 Million 17.16% of portfolio
352,266
Q1 2024 Added 5.58%
$0
$21.3 Million 10.58% of portfolio
213,800
Q1 2024 Added 7.33%
$0
$11.4 Million 5.66% of portfolio
480,114
Q1 2024 Reduced 1.42%
$0
$10 Million 5.0% of portfolio
194,606
Q1 2024 Added 2.09%
$0
$2.25 Million 1.12% of portfolio
20,320
Q1 2024 Added 0.68%
$0
$2.12 Million 1.05% of portfolio
41,344
Q4 2023 Reduced 4.87%
$84.7M
$94,000 0.05% of portfolio
75,055
Q3 2023 New
$106M
$71,000 0.04% of portfolio
27,727
Q1 2023 Reduced 41.69%
$318M
$29,000 0.01% of portfolio
4,083
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $201 Million
  • Prior Value $193 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 0 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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