Wilshire Advisors LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 13Value: $8.6MLatest: 2025Q1

Wilshire Advisors LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 13 holdings worth $0.0 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ALLK",
  "FATE",
  null,
  "LDI",
  null,
  null,
  "IJR",
  "IEMG",
  "IVV",
  "IEFA",
  null,
  null,
  "EFA"
]

Filing Details

13F-HR/A • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-29
Total Holdings: 13
Total Value: 8585939
Accession Number: 0001616628-25-000004
Form Type: 13F-HR/A
CIK: wilshire-advisors
Manager Name: Wilshire-Advisors

Data Enrichment

62% identified

8 identified5 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

13 positions • $8.6M total value

SEC FilingSEC DataHachi Filing

Manager:

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464287200

IVV|464287200

Shares:30.1K

Value:$1.7M

% of Portfolio:19.7% ($1.7M/$8.6M)

464287465

EFA|464287465

Shares:29.0K

Value:$1.6M

% of Portfolio:19.0% ($1.6M/$8.6M)

Allakos Inc.

ALLK|01671P100

Shares:75.1K

Value:$1.3M

% of Portfolio:14.9% ($1.3M/$8.6M)

46432F842

IEFA|46432F842

Shares:125.2K

Value:$947.1K

% of Portfolio:11.0% ($947.1K/$8.6M)

464286533

Shares:106.5K

Value:$805.6K

% of Portfolio:9.4% ($805.6K/$8.6M)

loanDepot, Inc.

LDI|53946R106

Shares:19.8K

Value:$467.8K

% of Portfolio:5.4% ($467.8K/$8.6M)

46429B747

Shares:38.7K

Value:$400.0K

% of Portfolio:4.7% ($400.0K/$8.6M)

464287226

Shares:40.2K

Value:$398.1K

% of Portfolio:4.6% ($398.1K/$8.6M)

464287804

IJR|464287804

Shares:27.9K

Value:$292.0K

% of Portfolio:3.4% ($292.0K/$8.6M)

46434V647

Shares:95.6K

Value:$232.0K

% of Portfolio:2.7% ($232.0K/$8.6M)

46434G103

IEMG|46434G103

Shares:42.6K

Value:$230.1K

% of Portfolio:2.7% ($230.1K/$8.6M)

464288646

Shares:37.3K

Value:$195.3K

% of Portfolio:2.3% ($195.3K/$8.6M)

FATE THERAPEUTICS INC

FATE|31189P102

Shares:4.1K

Value:$13.2K

% of Portfolio:0.2% ($13.2K/$8.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	30.1K	QoQ +7.65% (-2.1K) YoY +200.46% (-20.1K)	All Managers (Combined)	$1.7M	19.7% ($1.7M/$8.6M)	QoQ -89.72% (-$14.8M) YoY -67.88% (-$3.6M)
(EFAcusip464287465)	29.0K	QoQ NEW(+29.0K) YoY NEW(+29.0K)	All Managers (Combined)	$1.6M	19.0% ($1.6M/$8.6M)	QoQ NEW(+$1.6M) YoY NEW(+$1.6M)
Allakos Inc.(ALLKcusip01671P100)	75.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.3M	14.9% ($1.3M/$8.6M)	QoQ +1308.93% (+$1.2M) YoY +1255.76% (+$1.2M)
(IEFAcusip46432F842)	125.2K	QoQ +9.93% (-11.3K) YoY +266.90% (-91.1K)	All Managers (Combined)	$947.1K	11.0% ($947.1K/$8.6M)	QoQ -88.16% (-$7.1M) YoY -62.60% (-$1.6M)
(cusip464286533)✕	106.5K	QoQ NEW(+106.5K) YoY NEW(+106.5K)	All Managers (Combined)	$805.6K	9.4% ($805.6K/$8.6M)	QoQ NEW(+$805.6K) YoY NEW(+$805.6K)
loanDepot, Inc.(LDIcusip53946R106)	19.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$467.8K	5.4% ($467.8K/$8.6M)	QoQ +1069.62% (+$427.8K) YoY +811.00% (+$416.5K)
(cusip46429B747)✕	38.7K	QoQ -69.21% (-86.9K) YoY -4.15% (-1.7K)	All Managers (Combined)	$400.0K	4.7% ($400.0K/$8.6M)	QoQ -96.83% (-$12.2M) YoY -90.02% (-$3.6M)
(cusip464287226)✕	40.2K	QoQ -79.70% (-158.1K) YoY -35.09% (-21.8K)	All Managers (Combined)	$398.1K	4.6% ($398.1K/$8.6M)	QoQ -97.92% (-$18.8M) YoY -93.44% (-$5.7M)
(IJRcusip464287804)	27.9K	QoQ +2.20% (-602) YoY +37.40% (-7.6K)	All Managers (Combined)	$292.0K	3.4% ($292.0K/$8.6M)	QoQ -90.72% (-$2.9M) YoY -86.99% (-$2.0M)
(cusip46434V647)✕	95.6K	QoQ -14.65% (-16.4K) YoY +167.64% (-59.9K)	All Managers (Combined)	$232.0K	2.7% ($232.0K/$8.6M)	QoQ -91.36% (-$2.5M) YoY -72.57% (-$614.1K)
(IEMGcusip46434G103)	42.6K	QoQ +69.34% (-17.5K) YoY +419.62% (-34.4K)	All Managers (Combined)	$230.1K	2.7% ($230.1K/$8.6M)	QoQ -82.50% (-$1.1M) YoY -45.64% (-$193.2K)
(cusip464288646)✕	37.3K	QoQ -3.96% (-1.5K) YoY -9.78% (-4.0K)	All Managers (Combined)	$195.3K	2.3% ($195.3K/$8.6M)	QoQ -90.27% (-$1.8M) YoY -90.78% (-$1.9M)
FATE THERAPEUTICS INC(FATEcusip31189P102)	4.1K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$13.2K	0.2% ($13.2K/$8.6M)	QoQ +88.17% (+$6.2K) YoY -56.04% (-$16.8K)