Wilshire Advisors LLC

All Holdings — 2025 Q3

AI Portfolio Summary
In 2025 Q3, Wilshire Advisors LLC maintained a portfolio of 7 distinct positions. The most significant new addition to the portfolio was FATE THERAPEUTICS IN, which now represents 27.71% of the total fund value. They heavily accumulated shares in LOANDEPOT INC, increasing their position by 19825.2%. The fund also reduced its exposure to ISHARES TR by 45.1%.
PCA Score Concentration Risk
Risk ENB
Total Positions
7
Quarter
2025 Q3
Top Holding
LDI (44.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-7 of 7
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
LDI
LOANDEPOT INC
 Financial Services 43.95% 0.32% #1 5
Prev: #6
9.0 5,496,925 19825.2%
P
S
5,524,652 $16,960,682 2021 Q4 13F Filing 2025-09-30 2025-11-14 (Est.)
FATE
FATE THERAPEUTI...
 Healthcare 27.71% — #2
Prev: #—
9.0 8,486,822 no change
NEW
 8,486,822 $10,693,396 2021 Q3 13F Filing 2025-09-30 2025-11-14 (Est.)
IEFA
ISHARES TR
 ETF 11.09% 39.06% #3 2
Prev: #1
5.5 -2,738 -5.3%
P
S
48,993 $4,277,579 2020 Q4 13F Filing 2025-09-30 2025-11-14 (Est.)
AGG
ISHARES TR
 ETF 6.25% 10.84% #4
Prev: #4
6.0 11,961 99.0%
P
S
24,041 $2,410,110 2016 Q2 13F Filing 2025-09-30 2025-11-14 (Est.)
IJR
ISHARES TR
 ETF 4.75% 27.80% #5 3
Prev: #2
2.4 -12,690 -45.1%
P
S
15,430 $1,833,547 2018 Q3 13F Filing 2025-09-30 2025-11-14 (Est.)
IGSB
ISHARES TR
 ETF 4.67% 16.22% #6 3
Prev: #3
2.9 no change no change
P
S
33,981 $1,802,012 2017 Q1 13F Filing 2025-09-30 2025-11-14 (Est.)
IEMG
ISHARES INC
 ETF 1.58% 5.77% #7 2
Prev: #5
1.1 -1,368 -12.9%
P
S
9,265 $610,749 2016 Q4 13F Filing 2025-09-30 2025-11-14 (Est.)
Showing 1-7 of 7 holdings

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