WILSHIRE ADVISORS LLC Holdings
WILSHIRE ADVISORS LLC is an investment fund managing more than 174.68M US dollars. The largest holdings include iShares Core S&P 500 ETF, ISHARES TR and iShares Core U.S. Aggregate Bond ETF. In Q3 2022 the fund bought assets of total value of -4.02M US dollars and sold assets of total value of 12.39M US dollars.
WILSHIRE ADVISORS LLC portfolio value:
WILSHIRE ADVISORS LLC quarter portfolio value change:
WILSHIRE ADVISORS LLC 1 year portfolio value change:
WILSHIRE ADVISORS LLC 3 years portfolio value change:
WILSHIRE ADVISORS LLC 5 years portfolio value change:
WILSHIRE ADVISORS LLC portfolio changes
| Period | Buy | Sel |
|---|---|---|
| Q1 2016 | 26729000 | 7285000 |
| Q2 2016 | 20969000 | 103808000 |
| Q3 2016 | 10455000 | 9498000 |
| Q4 2016 | 19061000 | 8262000 |
| Q1 2017 | 6513000 | 6156000 |
| Q2 2017 | 15383000 | 26465000 |
| Q3 2017 | 14523000 | 16941000 |
| Q4 2017 | 4988000 | 10487000 |
| Q1 2018 | 5632000 | 5812000 |
| Q2 2018 | 7037000 | 7821000 |
| Q3 2018 | 8283000 | 8479000 |
| Q4 2018 | 1886000 | 12816000 |
| Q1 2019 | 11025000 | 767000 |
| Q2 2019 | 24506000 | 18080000 |
| Q3 2019 | 9602000 | 10529000 |
| Q4 2019 | 97000 | 491000 |
| Q1 2020 | -12434000 | 8491000 |
| Q2 2020 | 15647000 | 12316000 |
| Q3 2020 | 8245000 | 5032000 |
| Q4 2020 | 18369000 | 11381000 |
| Q1 2021 | 2008000 | 1496000 |
| Q2 2021 | 41000 | 66835000 |
| Q3 2021 | 5220000 | 6746000 |
| Q4 2021 | 223973000 | 593000 |
| Q1 2022 | 4593000 | 41607000 |
| Q2 2022 | -9807000 | 22714000 |
| Q3 2022 | -4022000 | 12388000 |
WILSHIRE ADVISORS LLC 13F holdings
| Stock |
|---|
| Portfolio share: 34.87% Portfolio value: 60.91M Avg. open price: $453.69 Current price: $401.35 P/L: -11.54% Sold -3.02% shares Q3 2022 |
| Portfolio share: 21.92% Portfolio value: 38.28M Avg. open price: N/A Current price: N/A P/L: N/A Bought +2.34% shares Q3 2022 |
| Portfolio share: 16.82% Portfolio value: 29.38M Avg. open price: $99.9 Current price: $98.54 P/L: -1.36% Sold -4.20% shares Q3 2022 |
| Portfolio share: 11.09% Portfolio value: 19.36M Avg. open price: N/A Current price: $97.64 P/L: N/A Sold -3.26% shares Q3 2022 |
| Portfolio share: 6.34% Portfolio value: 11.07M Avg. open price: $24.18 Current price: $23.16 P/L: -4.22% Bought +0.39% shares Q3 2022 |
| Portfolio share: 5.21% Portfolio value: 9.10M Avg. open price: $56.9 Current price: $48.11 P/L: -15.45% Bought +0.32% shares Q3 2022 |
| Portfolio share: 1.24% Portfolio value: 2.16M Avg. open price: $47.83 Current price: $49.89 P/L: +4.32% Sold -9.56% shares Q3 2022 |
| Portfolio share: 1.22% Portfolio value: 2.12M Avg. open price: $71.79 Current price: $99.28 P/L: +38.28% Sold -3.77% shares Q3 2022 |
| Portfolio share: 0.82% Portfolio value: 1.44M Avg. open price: N/A Current price: $50.11 P/L: N/A N/A Q3 2022 |
| Portfolio share: 0.44% Portfolio value: 772K Avg. open price: N/A Current price: $5.31 P/L: N/A N/A Q3 2022 |
| Portfolio share: 0.04% Portfolio value: 62K Avg. open price: N/A Current price: $1.64 P/L: N/A N/A Q4 2021 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $52.86 Current price: $45.59 P/L: -13.75% Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $20.4 P/L: N/A Sold -100.00% shares Q3 2022 |
Showing TOP 13 WILSHIRE ADVISORS's 13F holdings.
Frequently Asked Questions (FAQ)
What is the biggest position of WILSHIRE ADVISORS LLC?
The biggest position of the WILSHIRE ADVISORS LLC is iShares Core S&P 500 ETF (IVV) with 34.87% portfolio share worth of 60.91M US dollars.
Top 5 WILSHIRE ADVISORS's holdings represent 91.03% of the portfolio:
- iShares Core S&P 500 ETF (IVV) – 34.87%
- ISHARES TR () – 21.92%
- iShares Core U.S. Aggregate Bond ETF (AGG) – 16.82%
- iShares 0-5 Year TIPS Bond ETF (STIP) – 11.09%
- iShares Global REIT ETF (REET) – 6.34%
Who is the portfolio manager of WILSHIRE ADVISORS LLC?
The portfolio manager of the WILSHIRE ADVISORS LLC is .
What is the total asset value of the WILSHIRE ADVISORS LLC portfolio?
WILSHIRE ADVISORS LLC total asset value (portfolio value) is 174.68M US dollars.
Who is ?
is the portfolio manager of the WILSHIRE ADVISORS LLC.
What is (WILSHIRE ADVISORS LLC) fund performance?
WILSHIRE ADVISORS's quarterly performance is -7.26%, annualy -149.33%. In the past 3 years, the value of 's portfolio has decreased by -33%. In the past 5 years, the value of the portfolio has decreased by -27%.
What is the WILSHIRE ADVISORS LLC CIK?
WILSHIRE ADVISORS's Central Index Key is 0001616628 .