Wilshire Advisors LLC Portfolio Holdings

Wilshire Advisors LLC

  • $274 Million
  • Q4 2024

Wilshire Advisors LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $274 Million distributed in 74 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 $102M, Ishares Tr with a value of $58.2M, Ishares Core U.S. Aggregate Bo with a value of $48.7M, Ishares Barclays 0 5 Year Tips with a value of $30.6M, and Ishares Global Reit ETF with a value of $16.1M.

Examining the 13F form we can see an increase of $66.7M in the current position value, from $207M to 274M.

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 $274 Million
ETFs: $274 Million
Healthcare: $96,000
Financial Services: $40,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$102 Million 37.04% of portfolio
172,483
Q4 2024 Added 29.04%
$0
$58.2 Million 21.22% of portfolio
827,606
Q4 2024 Added 39.79%
$0
$48.7 Million 17.78% of portfolio
503,085
Q4 2024 Added 44.87%
$0
$30.6 Million 11.16% of portfolio
304,072
Q4 2024 Added 42.35%
$0
$16.1 Million 5.88% of portfolio
672,735
Q4 2024 Added 46.32%
$0
$13.7 Million 4.99% of portfolio
255,207
Q4 2024 Added 36.59%
$0
$3.15 Million 1.15% of portfolio
27,318
Q4 2024 Added 11.83%
$0
$2.01 Million 0.73% of portfolio
38,838
Q4 2024 Reduced 1.95%
$25.4M
$90,000 0.03% of portfolio
75,055
Q3 2023 New
$109M
$40,000 0.01% of portfolio
19,828
Q4 2024 Reduced 28.49%
$166M
$6,000 0.0% of portfolio
4,083
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $274 Million
  • Prior Value $207 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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