Wilshire Advisors LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed May 27, 2026), Wilshire Advisors LLC reported 7 stock positions worth $11.6 million. Its top holding was iShares Core MSCI Eafe ETF (IEFA) at 36.1% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 20.5%) and iShares 1-5Y Inv Grade (IGSB, 15.5%). Compared with Q3 2025, it opened 1 new position, sold out of 1, added to 1 and reduced 5. The biggest buy was iShares 1-5Y Inv Grade (IGSB, shares +0%) and the biggest sale Loandepot Class A (LDI, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- Santa Monica, CA
- CIK
- 0001616628
- Portfolio Value
- $11.6M (Q4 2025)
- SEC Filing
- 0001172661-26-002436 ↗ filed May 27, 2026
Holdings Value
Holdings 7 stocks · $11.6M
| IEFA iShares Core MSCI Eafe ETF | 36.11% | 46,863 | $4.2M | Reduce -4.3% |
| AGG iShares Core U.S. Aggregate | 20.51% | 23,842 | $2.4M | Reduce -0.8% |
| IGSB iShares 1-5Y Inv Grade Corp. | 15.52% | 34,075 | $1.8M | Add +0.3% |
| IJR iShares Core S&P Small-Cap E | 15.04% | 14,532 | $1.7M | Reduce -5.8% |
| OMDA Omada Health Inc. | 7.26% | 53,383 | $842K | New |
| IEMG iShares Core MSCI Emerging | 5.07% | 8,759 | $589K | Reduce -5.5% |
| LDI Loandepot Inc. Class A | 0.49% | 27,727 | $57K | Reduce -99.5% |
Portfolio Sells Q3 2025 → Q4 2025
| LDI Loandepot Inc. Class A | Reduce -99.5% | 0.49% | −43.46 |
| FATE Fate Therapeutics Inc. | Sold out | 0.00% | −27.71 |
| IEMG iShares Core MSCI Emerging | Reduce -5.5% | 5.07% | +3.49 |
| IJR iShares Core S&P Small-Cap E | Reduce -5.8% | 15.04% | +10.29 |
| AGG iShares Core U.S. Aggregate | Reduce -0.8% | 20.51% | +14.26 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -4.3% | 36.11% | +25.02 |
Portfolio Buys Q3 2025 → Q4 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 |