Wilshire Advisors LLC

Name: Wilshire Advisors LLC 13F holdings, Q2 2024
Creator: Wilshire Advisors LLC
Published: 2024-08-14

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q1 2024

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Wilshire Advisors LLC reported 11 stock positions worth $199.5 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 37.6% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 21.4%) and iShares Core U.S. Aggregate (AGG, 17.2%). Compared with Q1 2024, it added to 3 and reduced 5. The biggest buy was iShares Core S&P Small-Cap E (IJR, shares +27%) and the biggest sale iShares Core MSCI Eafe ETF (IEFA, shares −4%).

Most Recent 13F: Q2 2026
Location: Santa Monica, CA
CIK: 0001616628
Portfolio Value: $199.5M (Q2 2024)
SEC Filing: 0001616628-24-000004 ↗ filed Aug 14, 2024

Holdings Value

Holdings 11 stocks · $199.5M


IVV iShares Core S&P 500 ETF	37.61%	137,068	$75.0M	Reduce -2.6%
IEFA iShares Core MSCI Eafe ETF	21.38%	587,059	$42.6M	Reduce -3.9%
AGG iShares Core U.S. Aggregate	17.22%	353,916	$34.4M	Add +0.5%
STIP iShares 0-5 Year Tips Bond E	10.56%	211,687	$21.1M	Reduce -1.0%
REET iShares Global REIT ETF	5.69%	488,399	$11.4M	Add +1.7%
IEMG iShares Core MSCI Emerging	5.03%	187,358	$10.0M	Reduce -3.7%
IJR iShares Core S&P Small-Cap E	1.38%	25,850	$2.8M	Add +27.2%
IGSB iShares 1-5Y Inv Grade Corp.	1.06%	41,140	$2.1M	Reduce -0.5%
ALLK Allakos LLC	0.04%	75,055	$75K	No change
LDI Loandepot Inc. Class A	0.02%	27,727	$46K	No change
FATE Fate Therapeutics Inc.	0.01%	4,083	$13K	No change

Portfolio Sells Q1 2024 → Q2 2024


IEFA iShares Core MSCI Eafe ETF	Reduce -3.9%	21.38%	−1.17
STIP iShares 0-5 Year Tips Bond E	Reduce -1.0%	10.56%	−0.02
IGSB iShares 1-5Y Inv Grade Corp.	Reduce -0.5%	1.06%	+0.00
IEMG iShares Core MSCI Emerging	Reduce -3.7%	5.03%	+0.03
IVV iShares Core S&P 500 ETF	Reduce -2.6%	37.61%	+0.82

Portfolio Buys Q1 2024 → Q2 2024


IJR iShares Core S&P Small-Cap E	Add +27.2%	1.38%	+0.27
AGG iShares Core U.S. Aggregate	Add +0.5%	17.22%	+0.06
REET iShares Global REIT ETF	Add +1.7%	5.69%	+0.04

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	7	$10.3M	IEFA, IJH, GOVT, IJR, IGSB
Q1 2026	6	$10.0M	IEFA, AGG, IJR, IGSB, IEMG
Q4 2025	7	$11.6M	IEFA, AGG, IGSB, IJR, OMDA
Q3 2025	7	$38.6M	LDI, FATE, IEFA, AGG, IJR
Q2 2025	6	$11.1M	IEFA, IJR, IGSB, AGG, IEMG
Q1 2025Amended	13	$31.6M	IVV, REET, STIP, EFA, IEFA
Q4 2024	11	$273.8M	IVV, IEFA, AGG, STIP, REET
Q3 2024	11	$208.2M	IVV, IEFA, AGG, STIP, REET
Q2 2024	11	$199.5M	IVV, IEFA, AGG, STIP, REET
Q1 2024	11	$201.0M	IVV, IEFA, AGG, STIP, REET