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CIK: 0001616628
Total reported value
$10.3M
$10.3M
7 檔
350.0%
As reported in its official Q3 2025 Form 13F filing, Wilshire Advisors LLC's tracked investment portfolio stood at $10.3M with 7 total positions.
In Q3 2025, Wilshire Advisors LLC adopted a defensive or profit-taking posture, trimming 5 positions and completely liquidating 6 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including LDI, FATE, IEFA) accounted for 350.0% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LDI | Loandepot Inc -class A | Stock-Other | 43.95% | -0.06% | +19825.17% | |
| 2 | FATE | Fate Therapeutics Inc | Stock-Other | 27.71% | — | — | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 11.09% | +0.40% | -5.29% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.25% | -22.31% | EXIT | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.75% | -5.32% | -45.13% | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 4.67% | -5.91% | — | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.58% | +0.08% | -12.87% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LDI | Loandepot Inc -class A | +42.2% | +19825.17% | Add |
| 2 | FATE | Fate Therapeutics Inc | +27.7% | — | Add |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | +4.1% | — | Trim |
| 4 | IJR | Ishares Core S&p Small-cap E | +3.8% | -45.13% | Trim |
| 5 | IEFA | Ishares Core Msci Eafe ETF | +0.5% | -5.29% | Trim |
| 6 | IEMG | Ishares Core Msci Emerging | -0.6% | -12.87% | Trim |
| 7 | AGG | Ishares Core U.s. Aggregate | -1.7% | +99.01% | Trim |
| 8 | IVV | Ishares Core S&p 500 ETF | — | EXIT | Sold out |
| 9 | REET | Ishares Global Reit ETF | — | EXIT | Sold out |
| 10 | STIP | Ishares 0-5 Year Tips Bond E | — | EXIT | Sold out |
| 11 | EFA | Ishares Msci Eafe ETF | — | EXIT | Sold out |
| 12 | ALLKGUSD | Allakos Inc | — | EXIT | Sold out |
| 13 | EEMV | Ishares Msci Emg Mkt Min Vol | — | EXIT | Sold out |
According to official SEC Form 13F filings, Wilshire Advisors LLC reported a total U.S. public equity portfolio value of $10.3M across 7 disclosed positions in Q3 2025.
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Top Position Liquidated / Trimmed
IVV
前期市值: $9.3M
During Q3 2025, Wilshire Advisors LLC's top holdings by market value included LDI (44.0%)、FATE (27.7%)、IEFA (11.1%). The largest single position, LDI, represented 44.0% of total portfolio value.
In Q3 2025, Wilshire Advisors LLC made 13 total portfolio adjustments, initiating 0 new buys, adding to 2 positions, trimming 5 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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