WA
Wilshire Advisors LLC 13F Disclosure (Q2 2026) — Portfolio & Holdings
Wilshire Advisors LLCCIK: 0001616628
ContrarianConcentrated strategyQuality / disciplined sizing
Total reported value
$10.3M
Reporting period: 2026-06-30 · Number of holdings: 7
Wilshire Advisors LLC disclosed 7 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $10.3M and a quarterly turnover rate of 67.9%.
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Personality snowflake
- Concentration
- 92.54
- Portfolio Stability
- 67.94
- Momentum
- 0
- Sector conviction
- 0
- Diversification
- 14
- Sizing Uniformity
- 91.5
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govSold out AGG
New buy IJH
New buy GOVT
Trim IGSB
-32.6% -$548.0K
Trim IJR
-40.0% -$486.2K
Add IEFA
-1.7% $183.1K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 38.43% | +0.40% | -1.73% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 17.06% | +17.06% | NEW | |
| 3 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 16.05% | +16.05% | NEW | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 11.85% | -5.32% | -40.00% | |
| 5 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 10.87% | -5.91% | -32.59% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 5.40% | +0.08% | -11.32% | |
| 7 | LDI | Loandepot Inc -class A | Stock-Other | 0.34% | -0.06% | — |
Portfolio Performance
Performance for Q3 2026
+2.3%
Performance Last 4 Quarters
+8.2%
- Stdev
- +14.2%
- Beta
- +0.65
- Alpha
- 0%
- Max Drawdown
- -15.1%
- Annualized Perf
- +12.8%
- Batting Avg vs S&P
- +36.1%
- Sortino
- +1.32
- Stutzer
- +0.25
- Treynor
- +0.2
- Sterling
- +0.75
- Calmar
- +0.85
- Information Ratio
- -0.56
- Tracking Error
- +12.3%
- Stdev Down
- +9.9%
- Winning Months %
- +72.2%
- Losing Months %
- +27.8%
- Best 12 Months
- +25.2%
- Worst 12 Months
- -1.1%
- Efficiency Ratio
- +0.39
- Sharpe
- +0.92
- Stdev Sectors
- —
- Skewness
- -1.53
- Kurtosis
- +5.07
- Upside Potential
- +2.55
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 7 | $10.3M | 68 | ||
| 2026 Q1 | 6 | $10.0M | 15 | ||
| 2025 Q4 | 7 | $11.6M | 100 | ||
| 2025 Q3 | 7 | $38.6M | 100 | ||
| 2025 Q2 | 6 | $11.1M | 0 | ||
| 2025 Q1 | 63 | $31.6M | 100 | ||
| 2024 Q4 | 74 | $273.8M | 0 | ||
| 2024 Q3 | 75 | $208.2M | 0 | ||
| 2024 Q2 | 75 | $199.5M | 0 | ||
| 2024 Q1 | 75 | $201.0M | 0 | ||
| 2023 Q4 | 75 | $193.0M | 0 | ||
| 2023 Q3 | 74 | $180.0M | 0 | ||
| 2023 Q2 | 73 | $188.7M | 0 | ||
| 2023 Q1 | 72 | $186.8M | 0 | ||
| 2022 Q4 | 75 | $183.1M | 0 | ||
| 2022 Q3 | 75 | $174.7M | 0 | ||
| 2022 Q2 | 75 | $191.1M | 0 | ||
| 2022 Q1 | 74 | $223.8M | 0 | ||
| 2021 Q4 | 79 | $260.9M | 0 | ||
| 2021 Q3 | 10 | $37.6M | 0 | ||
| 2021 Q2 | 10 | $39.1M | 100 | ||
| 2021 Q1 | 54 | $105.8M | 5 | ||
| 2020 Q4 | 50 | $105.3M | 33 | ||
| 2020 Q3 | 53 | $98.3M | 15 | ||
| 2020 Q2 | 52 | $95.1M | 31 | ||
| 2020 Q1 | 57 | $91.8M | 22 | ||
| 2019 Q4 | 57 | $112.7M | 3 | ||
| 2019 Q3 | 57 | $112.1M | 18 | ||
| 2019 Q2 | 57 | $113.1M | 40 | ||
| 2019 Q1 | 68 | $106.7M | 15 | ||
| 2018 Q4 | 63 | $94.9M | 24 | ||
| 2018 Q3 | 66 | $105.8M | 16 | ||
| 2018 Q2 | 60 | $106.0M | 14 | ||
| 2018 Q1 | 69 | $107.1M | 11 | ||
| 2017 Q4 | 66 | $107.3M | 15 | ||
| 2017 Q3 | 74 | $112.9M | 29 | ||
| 2017 Q2 | 68 | $115.3M | 35 | ||
| 2017 Q1 | 68 | $126.7M | 11 | ||
| 2016 Q4 | 56 | $126.2M | 23 | ||
| 2016 Q3 | 44 | $115.4M | 18 | ||
| 2016 Q2 | 50 | $114.5M | 81 | ||
| 2016 Q1 | 40 | $196.7M | 19 | ||
| 2015 Q4 | 36 | $177.2M | 0 |
Holding changes this quarter
Wilshire Advisors LLC's most significant position changes for 2026-06-30: Sold out: Ishares Core U.s. Aggregate (AGG); New buy: Ishares Core S&p Midcap ETF (IJH); New buy: Ishares US Treasury Bond ETF (GOVT); Trim: Ishares 1-5y Inv Grade CORP (IGSB) — shares -32.59%; Trim: Ishares Core S&p Small-cap E (IJR) — shares -40.00%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | +17.1% | NEW | New buy |
| 2 | GOVT | Ishares US Treasury Bond ETF | +16.1% | NEW | New buy |
| 3 | IEFA | Ishares Core Msci Eafe ETF | +0.4% | -1.73% | Trim |
| 4 | IEMG | Ishares Core Msci Emerging | +0.1% | -11.32% | Trim |
| 5 | LDI | Loandepot Inc -class A | -0.1% | — | Unchanged |
| 6 | IJR | Ishares Core S&p Small-cap E | -5.3% | -40.00% | Trim |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | -5.9% | -32.59% | Trim |
| 8 | AGG | Ishares Core U.s. Aggregate | -22.3% | EXIT | Sold out |
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Filing History
FAQ
What is Wilshire Advisors LLC and what type of investor is it?
Wilshire Advisors LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $10.3M, spread across 7 disclosed positions.
What are Wilshire Advisors LLC's largest equity positions?
Based on the latest 13F filing, Wilshire Advisors LLC's top holdings by market value are:
1. Ishares Core Msci Eafe ETF (IEFA) — $4.0M (38.4%)
2. Ishares Core S&p Midcap ETF (IJH) — $1.8M (17.1%)
3. Ishares US Treasury Bond ETF (GOVT) — $1.7M (16.1%)
4. Ishares Core S&p Small-cap E (IJR) — $1.2M (11.8%)
5. Ishares 1-5y Inv Grade CORP (IGSB) — $1.1M (10.9%)
What changes did Wilshire Advisors LLC make in its most recent portfolio filing?
In the latest reported quarter, Wilshire Advisors LLC made 7 notable position adjustments: 2 new positions were initiated, 0 existing holdings were added to, 4 positions were partially reduced, and 1 were completely exited. The largest of these moves: Sold out: Ishares Core U.s. Aggregate (AGG); New buy: Ishares Core S&p Midcap ETF (IJH); New buy: Ishares US Treasury Bond ETF (GOVT); Trim: Ishares 1-5y Inv Grade CORP (IGSB) — shares -32.59%; Trim: Ishares Core S&p Small-cap E (IJR) — shares -40.00%
What sectors does Wilshire Advisors LLC focus on?
Sector breakdown data is not yet available for Wilshire Advisors LLC. Check back after the next 13F processing cycle.
Investment Profile
Wilshire Advisors LLC returned an annualized 12.8% over the trailing 36 months — outperforming the S&P 500 by 0.0 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.65 (less volatile than the market) and a 36% quarterly batting average against the index.
Its portfolio is concentrated and fast-trading.
Its turnover score has risen from 0 to 68 over the past 4 quarters — a shift toward more active trading.
It has trimmed its IGSB position for two straight quarters, cutting it by $678.3K while still holding $1.1M.
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Developer Access
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