Wilshire Advisors LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Wilshire Advisors LLC reported 7 stock positions worth $38.6 million. Its top holding was Loandepot Class A (LDI) at 44.0% of the portfolio, followed by Fate Therapeutics (FATE, 27.7%) and iShares Core MSCI Eafe ETF (IEFA, 11.1%). Compared with Q2 2025, it opened 1 new position, added to 2 and reduced 3. The biggest buy was Loandepot Class A (LDI, shares +19825%) and the biggest sale iShares Core MSCI Eafe ETF (IEFA, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- Santa Monica, CA
- CIK
- 0001616628
- Portfolio Value
- $38.6M (Q3 2025)
- SEC Filing
- 0001172661-25-004875 ↗ filed Nov 14, 2025
Holdings Value
Holdings 7 stocks · $38.6M
| LDI Loandepot Inc. Class A | 43.95% | 5,524,652 | $17.0M | Add +19825.2% |
| FATE Fate Therapeutics Inc. | 27.71% | 8,486,822 | $10.7M | New |
| IEFA iShares Core MSCI Eafe ETF | 11.09% | 48,993 | $4.3M | Reduce -5.3% |
| AGG iShares Core U.S. Aggregate | 6.25% | 24,041 | $2.4M | Add +99.0% |
| IJR iShares Core S&P Small-Cap E | 4.75% | 15,430 | $1.8M | Reduce -45.1% |
| IGSB iShares 1-5Y Inv Grade Corp. | 4.67% | 33,981 | $1.8M | No change |
| IEMG iShares Core MSCI Emerging | 1.58% | 9,265 | $611K | Reduce -12.9% |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 2025
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 |