Wilshire Associates Inc
13F Reported Value
ⓘ$10.0M
Holdings
6
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Wilshire Associates Inc disclosed 6 positions worth $10.0M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 0 new positions and exited 1 and a full exit from $OMDA. The portfolio is most concentrated in Other (99.6% of disclosed assets). All figures are sourced directly from Wilshire Associates Inc’s Form 13F-HR filing with the SEC under CIK 1616628.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
ISHARES TR - CORE MSCI EAFE
—Quality
$3.8M41,854 shISHARES TR - CORE US AGGBD ET
—Quality
$2.2M22,396 shISHARES TR - CORE S&P SCP ETF
—Quality
$1.7M13,765 shISHARES TR - ISHS 1-5YR INVS
—Quality
$1.7M31,804 shISHARES INC - CORE MSCI EMKT
—Quality
$530.0K7,599 sh- —
Quality
$39.4K27,727 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE MSCI EAFE | — | $3.8M | 41,854 |
| ISHARES TR - CORE US AGGBD ET | — | $2.2M | 22,396 |
| ISHARES TR - CORE S&P SCP ETF | — | $1.7M | 13,765 |
| ISHARES TR - ISHS 1-5YR INVS | — | $1.7M | 31,804 |
| ISHARES INC - CORE MSCI EMKT | — | $530.0K | 7,599 |
 loanDepot, Inc.$LDI | — | $39.4K | 27,727 |
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32-signal composite ranking on each of Wilshire Associates Inc's 6 positions.
Showing top 6 of 6 holdings.
Sector Allocation
Other
$9.9M
Financials
$39,373
Full Holdings — Wilshire Associates Inc (Q1 2026)
All 6 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE MSCI EAFE | $3.8M | 38.0% | -11% | — |
| 2 | — | ISHARES TR - CORE US AGGBD ET | $2.2M | 22.3% | -6% | — |
| 3 | — | ISHARES TR - CORE S&P SCP ETF | $1.7M | 17.2% | -5% | — |
| 4 | — | ISHARES TR - ISHS 1-5YR INVS | $1.7M | 16.8% | -7% | — |
| 5 | — | ISHARES INC - CORE MSCI EMKT | $530,030 | 5.3% | -13% | — |
| 6 | $LDI | loanDepot, Inc. | $39,373 | 0.4% | +0% | — |
Exited Positions (1)
$OMDA Omada Health, Inc.Browse Top Institutional Investors
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AI-Powered Hedge Fund Analysis: Wilshire Associates Inc
13F Pro is an AI hedge fund tracker and stock research platform. For Wilshire Associates Inc (SEC CIK: 1616628), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Wilshire Associates Inc's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.