Wilshire Advisors LLC Portfolio Holdings

Wilshire Advisors LLC

  • $286 Million
  • Q1 2025

Wilshire Advisors LLC has filed its 13F form on May 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $286 Million distributed in 63 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 $134M, Ishares Barclays 0 5 Year Tips with a value of $36.8M, Ishares Tr with a value of $33.6M, Ishares Core U.S. Aggregate Bo with a value of $26.9M, and Ishares Global Reit ETF with a value of $19M.

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 $286 Million
ETFs: $286 Million
Financial Services: $32,000
Healthcare: $20,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$134 Million 46.68% of portfolio
237,694
Q1 2025 Added 37.81%
$0
$36.8 Million 12.88% of portfolio
356,127
Q1 2025 Added 17.12%
$0
$33.6 Million 11.73% of portfolio
443,551
Q1 2025 Reduced 46.41%
$0
$26.9 Million 9.42% of portfolio
272,362
Q1 2025 Reduced 45.86%
$0
$19 Million 6.63% of portfolio
782,038
Q1 2025 Added 16.25%
$0
$13 Million 4.53% of portfolio
222,214
Q1 2025 New
$0
$11.4 Million 3.97% of portfolio
139,130
Q1 2025 New
$0
$6.98 Million 2.44% of portfolio
130,125
Q1 2025 Reduced 49.01%
$0
$2.92 Million 1.02% of portfolio
27,920
Q1 2025 Added 2.2%
$0
$1.95 Million 0.68% of portfolio
37,299
Q1 2025 Reduced 3.96%
$28M
$17,000 0.01% of portfolio
75,055
Q3 2023 New
$111M
$32,000 0.01% of portfolio
27,727
Q1 2025 Added 39.84%
$89.2M
$3,000 0.0% of portfolio
4,083
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $286 Million
  • Prior Value $286 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 29, 2025
  • Form Type 13F-HR/A
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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