Wilshire Advisors LLC

Q1 2026 13F-HR Holdings

Location
Santa Monica, CA
Holdings as of
3/31/2026
Date filed
5/27/2026
Form type
13F-HR
Num holdings
6
Total value ($000)
$9,964
Net value change ($000)
-1,647 (-14.2%)
New positions
0
Sold out positions
1
Turnover %
8.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
—
Top Reduces (Value $000, Stocks/ETFs)
OMDA -842 -100.0%
IEFA -403 -9.6%
AGG -158 -6.6%
IGSB -130 -7.2%
IEMG -59 -10.0%
IJR -35 -2.0%
LDI -18 -31.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type