2026 Q1 Portfolio Activity
In 2026 Q1, Wilshire Advisors LLC maintained a portfolio of 7 distinct positions. Conversely, Wilshire Advisors LLC completely exited their position in LOANDEPOT INC.
Position History
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Total Positions
7
Quarter
2026 Q1
Top Holding
IEFA (38.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-7 of 7
Wilshire Advisors LLC Full Holdings List — 2026 Q1
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IEFA
ISHARES TR
|
ETF | 38.03% | 11.09% |
#1
2
Prev: #3
|
6.5 |
—
|
-7,139 | -14.6% |
P
S
|
41,854 | $3,789,043 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-27 | |||
|
AGG
ISHARES TR
|
ETF | 22.31% | 6.25% |
#2
2
Prev: #4
|
6.0 |
—
|
-1,645 | -6.8% |
P
S
|
22,396 | $2,223,251 | 2016 Q2 | 13F Filing | 2026-03-31 | 2026-05-27 | |||
|
IJR
ISHARES TR
|
ETF | 17.17% | 4.75% |
#3
2
Prev: #5
|
5.5 |
—
|
-1,665 | -10.8% |
P
S
|
13,765 | $1,711,127 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-27 | |||
|
IGSB
ISHARES TR
|
ETF | 16.78% | 4.67% |
#4
2
Prev: #6
|
5.0 |
—
|
-2,177 | -6.4% |
P
S
|
31,804 | $1,671,618 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-27 | |||
|
IEMG
ISHARES INC
|
ETF | 5.32% | 1.58% |
#5
2
Prev: #7
|
3.1 |
—
|
-1,666 | -18.0% |
P
S
|
7,599 | $530,030 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-27 | |||
|
LDI
LOANDEPOT INC
|
Financial Services | 0.40% | 43.95% |
#6
5
Prev: #1
|
0.2 |
—
|
-5,496,925 | -99.5% |
P
S
|
27,727 | $39,373 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-27 | |||
|
FATE
FATE THERAPEUTI...
|
Healthcare | 0.00% | 27.71% |
Sold All 😨
(Was: #2) |
0.0 |
—
|
-8,486,822 | -100.0% |
CLOSED
|
— | $— | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-27 |
Showing 1-7 of 7 holdings