Q2 2026 13F · SEC CIK 1616628
Wilshire Advisors LLC
Institutional asset managerFiled 2026-07-27 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $10.3M
- Reported positions
- 7
- Top holdings a year, 3 yrs
- -4.8%
- Assets under management
- $149.1B
Wilshire Advisors LLC is an institutional asset manager that reported 7 positions worth $10.3M in its Q2 2026 13F, filed 2026-07-27. Its largest holdings were Ishares Tr (IEFA, 38.4%), Ishares Tr (IJH, 17.1%), Ishares Tr (GOVT, 16.1%). A portfolio copying its top holdings returned -4.8% a year over the last 3 years, against 20.4% for the S&P 500.
Wilshire Advisors LLC holdings all 7 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| IEFAIshares Tr | 38.4% | -1.7% | $4.0M |
| IJHIshares Tr | 17.1% | — | $1.8M |
| GOVTIshares Tr | 16.1% | — | $1.7M |
| IJRIshares Tr | 11.9% | -40.0% | $1.2M |
| IGSBIshares Tr | 10.9% | -32.6% | $1.1M |
| IEMGIshares Inc | 5.4% | -11.3% | $558K |
| LDILoandepot Inc | 0.3% | +0.0% | $35K |
What Wilshire Advisors LLC bought and sold in Q2 2026, against Q1 2026.
New positions
- IJH Ishares Tr17.1% of 13F
- GOVT Ishares Tr16.1% of 13F
Added to
No position grew by more than 5%.
Reduced
- IJR Ishares Tr-40.0% shares
- IGSB Ishares Tr-32.6% shares
- IEMG Ishares Inc-11.3% shares
Sold out
- AGG Ishares Trwas 22.3%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- -38.7% /yr
- S&P 500 +20.2%
- 3 years
- -4.8% /yr
- S&P 500 +20.4%
- 5 years
- -5.3% /yr
- S&P 500 +11.2%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $10.3M | 7 |
| Q1 2026 | $10.0M | 6 |
| Q4 2025 | $11.6M | 7 |
| Q3 2025 | $38.6M | 7 |
| Q2 2025 | $11.1M | 6 |
| Q1 2025 | $31.6M | 13 |
| Q4 2024 | $273.8M | 11 |
| Q3 2024 | $208.2M | 11 |
| Q2 2024 | $199.5M | 11 |
| Q1 2024 | $201.0M | 11 |
| Q4 2023 | $193.0M | 11 |
| Q3 2023 | $180.0M | 10 |
Questions about Wilshire Advisors LLC's portfolio
What stocks does Wilshire Advisors LLC own?
Wilshire Advisors LLC's latest 13F, for Q2 2026 and filed Jul 27, 2026, lists 7 positions worth $10.3M. The largest are Ishares Tr (IEFA) at 38.4%, Ishares Tr (IJH) at 17.1%, Ishares Tr (GOVT) at 16.1%, Ishares Tr (IJR) at 11.9% and Ishares Tr (IGSB) at 10.9%.
What did Wilshire Advisors LLC buy last quarter?
In Q2 2026, Wilshire Advisors LLC added a new position in Ishares Tr (IJH) and a new position in Ishares Tr (GOVT), compared with its Q1 2026 filing.
What did Wilshire Advisors LLC sell last quarter?
In Q2 2026, Wilshire Advisors LLC sold all of Ishares Tr (AGG), Ishares Tr (IJR) (-40.0% shares), Ishares Tr (IGSB) (-32.6% shares) and Ishares Inc (IEMG) (-11.3% shares), compared with its Q1 2026 filing.
How has Wilshire Advisors LLC's portfolio performed?
A portfolio copying Wilshire Advisors LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned -4.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -38.7% against +20.2%. Over 5 years: -5.3% a year against +11.2%.
When is Wilshire Advisors LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Wilshire Advisors LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Wilshire Advisors LLC manage?
Wilshire Advisors LLC reported $149.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $10.3M.