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Wilshire Advisors Portfolio holdings

AUM $9.96M
1-Year Est. Return 76.57%
This Fund
S&P 500
This Quarter Est. Return
+0.88%
1 Year Est. Return
+76.57%
3 Year Est. Return
+100.3%
5 Year Est. Return
+82.67%
10 Year Est. Return
+137%
AUM
$9.96M
AUM Growth
-$1.65M
Cap. Flow
-$1.76M
Cap. Flow %
-17.62%
Top 10 Hldgs %
100%
Holding
7
New
–
Increased
–
Reduced
5
Closed
1

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
OMDA
Omada Health Inc
OMDA
+$842K
2
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$468K
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$145K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$120K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$97.4K

Sector Composition

Rank Sector Weight
1 Financials 0.4%
2 Healthcare 0%

No holdings matched the selected filter criteria.

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Wilshire Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Wilshire Advisors held 7 positions worth $9.96M, down 14% from $11.6M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Wilshire Advisors withdrew a net $1.76M in Q1 2026, closing 1 position and reducing 5 holdings. Its most notable exit was Omada Health Inc, an estimated $842K position sold in full.

By sector, the portfolio is most concentrated in Financials at 0.4% of assets, down from 0.49% a quarter earlier, followed by Healthcare.

  • Wilshire Advisors's biggest Q1 2026 reduction was iShares Core MSCI EAFE ETF, cutting an estimated $468K.
  • Wilshire Advisors fully exited Omada Health Inc in Q1 2026, selling an estimated $842K.
  • Wilshire Advisors's ten largest holdings make up 100% of its $9.96M portfolio in Q1 2026.
  • Wilshire Advisors opened 0 new positions and closed 1 in Q1 2026.
  • Wilshire Advisors's portfolio value fell 14% quarter-over-quarter to $9.96M.

Based on Wilshire Advisors's 13F filing for Q1 2026, filed 27 May 2026.