Data as of Q4 2025 (Dec 31, 2025)
⏳
Showing Q3 2025 data
Wilshire Advisors LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

Wilshire Advisors LLC

•CIK: 1616628•Filing: Q3 2025

Wilshire Advisors LLC manages $39M across a concentrated portfolio of seven positions. The fund exhibits significant exposure to fixed income, with LDI representing the largest holding at $17.0M. Notable allocations include FATE at $10.7M and IEFA at $4.3M, suggesting a strategic tilt across different asset classes. The remaining positions, including AGG ($2.4M) and IJR ($1.8M), round out a diversified, yet focused, investment mandate.

Total AUM
$38.6M
QoQ Performance
+249.0%
Positions
4
Top 10 Concentration
100.0%
Latest Filing
Q3 2025

Top Holdings Allocation

LDI
FATE
IEFA
AGG
LDI44.0%
FATE27.7%
IEFA11.1%
AGG6.2%
IJR4.8%
IGSB4.7%
IEMG1.6%

📈 Biggest Buys

LDI
LOANDEPOT INC
+19825.2%
44.0% of portfolio
FATE
FATE THERAPEUTICS INC
NEW
27.7% of portfolio
AGG
ISHARES TR
+99.0%
6.2% of portfolio

📉 Biggest Sells

IJR
ISHARES TR
-45.1%
4.8% of portfolio
IEFA
ISHARES TR
-5.3%
11.1% of portfolio
IEMG
ISHARES INC
-12.9%
1.6% of portfolio

Sector Breakdown

Other100.0%

Changes from Q2 2025

NEW1 new position
↑2 increased
↓3 decreased

Historical Filings

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

LDI44.0%
LOANDEPOT INC
$17.0M
FATE27.7%
FATE THERAPEUTICS INC
$10.7M
IEFA11.1%
ISHARES TR
$4.3M
AGG6.2%
ISHARES TR
$2.4M
IJR4.8%
ISHARES TR
$1.8M

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