Wilshire Advisors LLC — 13F Holdings

2026 Q2  ·  8 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, Wilshire Advisors LLC maintained a portfolio of 8 distinct positions. The most significant new addition was ISHARES TR, now representing 17.06% of the total fund value. Conversely, Wilshire Advisors LLC completely exited their position in ISHARES TR.
Position History hover any row below to update
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Wilshire Advisors LLC Santa Monica, CA Asset Manager / Investment Consultant AUM $10M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
8
Quarter
2026 Q2
Top Holding
IEFA (38.4%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-8 of 8
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
IEFA
ISHARES TR
ETF 38.43% 38.03% #1
Prev: #1
6.5
—
-726 -1.7%
P
S
41,128 $3,972,142
$63.95 +58.1%
$96.58 +4.7%
2020 Q4 13F Filing 2026-06-30 2026-07-27
IJH
ISHARES TR
ETF 17.06% — #2
Prev: #—
9.0
—
22,862 —
NEW
 22,862 $1,762,889 2020 Q2 13F Filing 2026-06-30 2026-07-27
GOVT
ISHARES TR
ETF 16.05% — #3
Prev: #—
8.5
—
72,841 —
NEW
 72,841 $1,659,318 2026 Q2 13F Filing 2026-06-30 2026-07-27
IJR
ISHARES TR
ETF 11.85% 17.17% #4 1
Prev: #3
4.5
—
-5,506 -40.0%
P
S
8,259 $1,224,892 2018 Q3 13F Filing 2026-06-30 2026-07-27
IGSB
ISHARES TR
ETF 10.87% 16.78% #5 1
Prev: #4
4.5
—
-10,365 -32.6%
P
S
21,439 $1,123,618 2017 Q1 13F Filing 2026-06-30 2026-07-27
IEMG
ISHARES INC
ETF 5.40% 5.32% #6 1
Prev: #5
2.7
—
-860 -11.3%
P
S
6,739 $558,259 2016 Q4 13F Filing 2026-06-30 2026-07-27
LDI
LOANDEPOT INC
Financial Services 0.34% 0.40% #7 1
Prev: #6
1.1
—
no change no change
P
S
27,727 $34,659 2021 Q4 13F Filing 2026-06-30 2026-07-27
AGG
ISHARES TR
ETF 0.00% 22.31%
Sold All 😨
(Was: #2)
 0.0
—
-22,396 -100.0%
CLOSED
 — $— 2016 Q2 13F Filing 2026-06-30 2026-07-27
Showing 1-8 of 8 holdings

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