StockDriftsStockDriftsTop 7 Wilshire Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | 38.43% | 41.1K | $4.0M | -1.73%(-726) | $73.20(+38.03%) | 2026-06-30 | |
| IJH | ISHARES TR | 17.06% | 22.9K | $1.8M | new | $71.35(+9.20%) | 2026-06-30 | |
| GOVT | ISHARES TR | 16.05% | 72.8K | $1.7M | new | $24.86(-9.71%) | 2026-06-30 | |
| IJR | ISHARES TR | 11.85% | 8.3K | $1.2M | -40.00%(-5.51K) | $94.97(+56.63%) | 2026-06-30 | |
| IGSB | ISHARES TR | 10.87% | 21.4K | $1.1M | -32.59%(-10.37K) | $51.79(+0.59%) | 2026-06-30 | |
| IEMG | ISHARES INC | 5.4% | 6.7K | $558K | -11.32%(-860) | $56.45(+42.10%) | 2026-06-30 | |
| LDI | LOANDEPOT INC | 0.34% | 27.7K | $35K | +0.00%(+0) | $2.18(-60.04%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +2.66% | +8.19% | -1.23% | -5.98% |
| Top 20 Holdings Unweighted | +8.67% | +28.32% | +0.02% | +0.09% |
Wilshire Advisors LLC reports $10.34M in US-listed equity holdings across 7 positions in its most recent 13F filing. Its largest disclosed positions are IEFA (38.4%), IJH (17.1%) and GOVT (16.1%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +8.19% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wilshire Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1616628). View Wilshire Advisors LLC’s 13F filings on SEC