Wilshire Advisors LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Wilshire Advisors LLC reported 11 stock positions worth $201.0 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 36.8% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 22.5%) and iShares Core U.S. Aggregate (AGG, 17.2%). Compared with Q4 2023, it added to 4 and reduced 3. The biggest buy was iShares 0-5 Year Tips Bond E (STIP, shares +7%) and the biggest sale iShares Global REIT ETF (REET, shares −1%).

Most Recent 13F
Q2 2026
Location
Santa Monica, CA
CIK
0001616628
Portfolio Value
$201.0M (Q1 2024)
SEC Filing
0001616628-24-000002 ↗ filed May 15, 2024

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $201.0M $201.0M Q1 2024 Q2 2024: $199.5M Q2 2024 Q3 2024: $208.2M Q3 2024 Q4 2024: $273.8M Q4 2024 Q1 2025: $31.6M Q1 2025 Q2 2025: $11.1M Q2 2025 Q3 2025: $38.6M Q3 2025 Q4 2025: $11.6M Q4 2025 Q1 2026: $10.0M Q1 2026 Q2 2026: $10.3M Q2 2026

Holdings 11 stocks · $201.0M
IVV iShares Core S&P 500 ETF 36.79% 140,673 $74.0M Reduce -4.3%
IEFA iShares Core MSCI Eafe ETF 22.55% 610,711 $45.3M Reduce -2.5%
AGG iShares Core U.S. Aggregate 17.16% 352,266 $34.5M Add +5.6%
STIP iShares 0-5 Year Tips Bond E 10.58% 213,800 $21.3M Add +7.3%
REET iShares Global REIT ETF 5.66% 480,114 $11.4M Reduce -1.4%
IEMG iShares Core MSCI Emerging 5.00% 194,606 $10.0M Add +2.1%
IJR iShares Core S&P Small-Cap E 1.12% 20,320 $2.2M Add +0.7%
IGSB iShares 1-5Y Inv Grade Corp. 1.05% 41,344 $2.1M No change
ALLK Allakos LLC 0.05% 75,055 $95K No change
LDI Loandepot Inc. Class A 0.04% 27,727 $72K No change
FATE Fate Therapeutics Inc. 0.01% 4,083 $30K No change

Portfolio Sells Q4 2023 → Q1 2024
REET iShares Global REIT ETF Reduce -1.4% 5.66% −0.44
IEFA iShares Core MSCI Eafe ETF Reduce -2.5% 22.55% −0.27
IVV iShares Core S&P 500 ETF Reduce -4.3% 36.79% +0.43

Portfolio Buys Q4 2023 → Q1 2024
STIP iShares 0-5 Year Tips Bond E Add +7.3% 10.58% +0.40
AGG iShares Core U.S. Aggregate Add +5.6% 17.16% +0.01
IEMG iShares Core MSCI Emerging Add +2.1% 5.00% +0.00
IJR iShares Core S&P Small-Cap E Add +0.7% 1.12% −0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 7$10.3MIEFA, IJH, GOVT, IJR, IGSB
Q1 2026 6$10.0MIEFA, AGG, IJR, IGSB, IEMG
Q4 2025 7$11.6MIEFA, AGG, IGSB, IJR, OMDA
Q3 2025 7$38.6MLDI, FATE, IEFA, AGG, IJR
Q2 2025 6$11.1MIEFA, IJR, IGSB, AGG, IEMG
Q1 2025Amended 13$31.6MIVV, REET, STIP, EFA, IEFA
Q4 2024 11$273.8MIVV, IEFA, AGG, STIP, REET
Q3 2024 11$208.2MIVV, IEFA, AGG, STIP, REET
Q2 2024 11$199.5MIVV, IEFA, AGG, STIP, REET
Q1 2024 11$201.0MIVV, IEFA, AGG, STIP, REET