Wilshire Advisors LLC

Q2 2026 13F-HR Holdings

Location
Santa Monica, CA
Holdings as of
6/30/2026
Date filed
7/27/2026
Form type
13F-HR
Num holdings
7
Total value ($000)
$10,336
Net value change ($000)
+372 (3.7%)
New positions
2
Sold out positions
1
Turnover %
54.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IJH 1,763 NEW
GOVT 1,659 NEW
IEFA 183 4.8%
IEMG 28 5.3%
Top Reduces (Value $000, Stocks/ETFs)
AGG -2,223 -100.0%
IGSB -548 -32.8%
IJR -486 -28.4%
LDI -4 -10.3%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type