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Wilshire Advisors LLC
CIK:0001616628
Investment Adviser
$11M AUM
6 holdings
Santa Monica, CA, USA
Wilshire Advisors LLC is a diversified financial services company offering investment consulting and management services. It provides institutional-level support and proprietary analytics for investment advisors and intermediaries.
Latest 13F Filing Activity
Wilshire Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 6 equity positions with a total 13F market value of $11M. The fund increased holdings in Ishares TR, Ishares TR, Ishares TR among other positions. Wilshire Advisors LLC reduced exposure to Ishares TR, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (6)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IEFA | ISHARES TR | 39.06% | $4.3M | 51,731 | $72.44 | $83.48 | +$963.0K |
I IJR | ISHARES TR | 27.80% | $3.1M | 28,120 | $97.57 | $109.29 | +$2.8M |
I IGSB | ISHARES TR | 16.22% | $1.8M | 33,981 | $50.54 | $52.76 | +$1.6M |
A AGG | ISHARES TR | 10.84% | $1.2M | 12,080 | $107.01 | $99.20 | -$1.3M |
I IEMG | ISHARES INC | 5.77% | $638.3K | 10,633 | $55.26 | $60.03 | -$64.0K |
Industry Allocation
FINANCE SERVICES
+44.0%
BIOLOGICAL PRODUCTS, (NO DIAGNOSTIC SUBSTANCES)
+27.7%
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