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Ft Wilshire 5000 Index Portfolio Class Institutional (0P00002YH3)

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34.410 +0.170    +0.50%
22/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 60.65M
Type:  Fund
Market:  United States
Issuer:  Wilshire Mutual Funds
Asset Class:  Equity
Wilshire 5000 Index Portfolio Class Institutional 34.410 +0.170 +0.50%

0P00002YH3 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Wilshire 5000 Index Portfolio Class Institutional (0P00002YH3) fund. Our Wilshire 5000 Index Portfolio Class Institutional portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 1.680 1.690 0.010
Stocks 98.310 98.310 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 21.815 19.914
Price to Book 3.799 3.845
Price to Sales 2.484 2.519
Price to Cash Flow 14.239 14.048
Dividend Yield 1.474 1.573
5 Years Earnings Growth 12.049 11.859

Sector Allocation

Name  Net % Category Average
Technology 30.940 27.678
Financial Services 12.700 14.155
Healthcare 11.990 13.316
Consumer Cyclical 10.280 10.125
Industrials 8.840 9.818
Communication Services 8.290 8.179
Consumer Defensive 5.520 6.362
Energy 3.860 4.041
Real Estate 2.830 2.408
Basic Materials 2.370 2.604
Utilities 2.370 2.722

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 2,238

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Apple US0378331005 6.33 229.87 +0.59%
  Microsoft US5949181045 5.65 417.00 +1.00%
  NVIDIA US67066G1040 5.19 141.95 -3.22%
  Amazon.com US0231351067 3.19 197.12 -0.64%
  Meta Platforms US30303M1027 1.92 559.14 -0.70%
  Alphabet A US02079K3059 1.86 164.76 -1.71%
  Alphabet C US02079K1079 1.69 166.57 -1.58%
  Broadcom US11135F1012 1.36 164.23 +0.18%
  Eli Lilly US5324571083 1.26 748.01 -0.25%
  Tesla US88160R1014 1.19 352.56 +3.80%

Top Equity Funds by Wilshire Mutual Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Wilshire VIT Global Allocation Fund 488.77M 12.84 3.81 6.16
  Wilshire 5000 Index Invmt 232.33M 19.81 9.92 12.26
  Wilshire International Equity Instl 213M -0.29 2.29 5.49
  Wilshire Large Company Growth Instl 181.3M 3.83 7.60 13.04
  Wilshire Large Company Value Instl 169.55M 0.20 9.58 7.53
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