13F Filings/Wilshire Advisors LLC

Wilshire Advisors LLC

Hedge FundCIK0001616628LocationSANTA MONICA, CA 90401, United States

Long U.S. equity positions disclosed to the SEC on Form 13F-HR.

Latest filingQ2 2026Quarter ended30 Jun 2026Filed27 Jul 2026
Firm profile · Form ADV
SEC adviser registration

Based on the provided table of contents, Wilshire Advisors LLC offers advisory services that include solutions for institutional investors, private asset solutions, solutions for financial intermediaries, and custom services, alongside non-investment advisory services. In formulating its investment strategies and methods of analysis, the firm incorporates the use of artificial intelligence ("AI"). The excerpt does not provide further substantive details regarding the specific nature of its business operations or investment strategies.Summarised from the firm’s Form ADV Part 2A brochure.

CRD
6210 · 801-36233
Portfolio Turnover
35%
Of book traded, QoQ
Positions
7
Long U.S. equities
Top 10 Concentration
100%
Of reported value
QoQ Change
$371K
Value change
Assets under management
Form ADV RAUM · client mix · 13F over time
Regulatory AUM
$149.1B
Form ADV, as of Jun 2026
● 99% discretionary ($148.2B)
● 1% non-discretionary ($859M)
By client type
Other investment advisers: $92.4B (62.0%) · 662119 clients
Other investment advisers
$92.4B · 62%
Pooled investment vehicles: $41.6B (27.9%) · 101 clients
Pooled investment vehicles
$41.6B · 28%
Pension & profit-sharing plans: $8.5B (5.7%) · 94431 clients
Pension & profit-sharing plans
$8.5B · 6%
Other: $2.7B (1.8%) · 3581 clientsInvestment companies: $1.8B (1.2%) · 4 clientsState/municipal govt entities: $1.5B (1.0%) · 29 clientsCharitable organizations: $499M (0.3%) · 19 clientsSovereign wealth funds: $49M (0.0%) · 5 clientsCorporations: $12K (0.0%) · 0 clients
13F AUM over time
$10M
Q2 ’26 · 13F AUM
▼ 95%
42 quarters
Reported Holdings
Q2 2026 · upgrade to Pro for past quarters
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★ Position spotlightIEFAISHARES TR · 38.4% of bookThis highlighted stock and its 1Y chart are public
Loading position history…
Security⇅Shares⇅Market Value▼Est. Cost⇅Last Px⇅Est. Return⇅% Portfolio⇅Δ Shares⇅Action⇅
ISHARES TR
IEFA
41KSH$4.0M~$96.58$97.02▲0.5%38.4%▼ 1.7%Reduced
ISHARES TR
IJH
23KSH$1.8M~$77.11$73.39▼4.8%17.1%NewNew
ISHARES TR
GOVT
73KSH$1.7M~$22.78$22.06▼3.2%16.1%NewNew
ISHARES TR
IJR
8KSH$1.2M~$148.31$137.78▼7.1%11.9%▼ 40.0%Reduced
ISHARES TR
IGSB
21KSH$1.1M~$52.41$51.31▼2.1%10.9%▼ 32.6%Reduced
ISHARES INC
IEMG
7KSH$558K~$82.84$77.68▼6.2%5.4%▼ 11.3%Reduced
LOANDEPOT INC
LDI· Financials
28KSH$35K~$1.25$0.53▼57.6%0.3%—Unchanged
IEFAISHARES TRReduced
$4.0M· 38.4%· 41K SH· ▼ 1.7%· cost $96.58· last $97.02· ▲0.5%
CORE MSCI EAFE · SOLE
IJHISHARES TRNew
$1.8M· 17.1%· 23K SH· New· cost $77.11· last $73.39· ▼4.8%
CORE S&P MCP ETF · SOLE
GOVTISHARES TRNew
$1.7M· 16.1%· 73K SH· New· cost $22.78· last $22.06· ▼3.2%
US TREAS BD ETF · SOLE
IJRISHARES TRReduced
$1.2M· 11.9%· 8K SH· ▼ 40.0%· cost $148.31· last $137.78· ▼7.1%
CORE S&P SCP ETF · SOLE
IGSBISHARES TRReduced
$1.1M· 10.9%· 21K SH· ▼ 32.6%· cost $52.41· last $51.31· ▼2.1%
ISHS 1-5YR INVS · SOLE
IEMGISHARES INCReduced
$558K· 5.4%· 7K SH· ▼ 11.3%· cost $82.84· last $77.68· ▼6.2%
CORE MSCI EMKT · SOLE
LDILOANDEPOT INCUnchanged
$35K· 0.3%· 28K SH· —· cost $1.25· last $0.53· ▼57.6%
Financials · COM CL A · SOLE
Sector Breakdown
Q2 2026
Unclassified99.7% · $10.3M
Financials0.3% · $35K
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