Wilshire Advisors LLC Portfolio Holdings

Wilshire Advisors LLC

  • $207 Million
  • Q3 2024

Wilshire Advisors LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $207 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 $77.1M, Ishares Tr with a value of $46.2M, Ishares Core U.S. Aggregate Bo with a value of $35.2M, Ishares Barclays 0 5 Year Tips with a value of $21.6M, and Ishares Global Reit ETF with a value of $12.3M.

Examining the 13F form we can see an increase of $8.04M in the current position value, from $199M to 207M.

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 $207 Million
ETFs: $207 Million
Financial Services: $75,000
Healthcare: $62,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$137M
$75,000 0.04% of portfolio
27,727
Q1 2023 Reduced 41.69%
$91.5M
$48,000 0.02% of portfolio
75,055
Q3 2023 New
$182M
$14,000 0.01% of portfolio
4,083
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $207 Million
  • Prior Value $199 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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