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Wilshire Advisors LLC

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13F filer, CIK 1616628, Santa Monica, CA

Wilshire Advisors LLC reported $31,634,032 across 13 holdings for the quarter ended 2025-03-31, in a 13F-HR/A filed 2025-05-29. Its ten largest share positions make up 98.42% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0001616628-25-000004

Period
2025-03-31
Reported value
$31.6M
Holdings
13
Top 10 weight
98.42%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
EFAnew+139,130$3.59M
IVVadded+65,211$2.56M
EEMVnew+222,214$1.22M
REETadded+109,303$670K
STIPadded+52,055$558K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IEFAreduced-384,055-$2.91M
AGGreduced-230,723-$2.12M
IEMGreduced-125,082-$675K
IGSBreduced-1,539-$8.06K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR/A 0001616628-25-000004, largest first. % of portfolio is the value over $31,634,042, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,665 shares; 2024Q4: 172,483 shares; 2025Q1: 237,694 shares 237,694$9.33M29.5%+65,211Timeline
REETISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 459,754 shares; 2024Q4: 672,735 shares; 2025Q1: 782,038 shares 782,038$4.79M15.14%+109,303Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,602 shares; 2024Q4: 304,072 shares; 2025Q1: 356,127 shares 356,127$3.82M12.07%+52,055Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 139,130 shares 139,130$3.59M11.35%newTimeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 592,016 shares; 2024Q4: 827,606 shares; 2025Q1: 443,551 shares 443,551$3.36M10.61%-384,055Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347,274 shares; 2024Q4: 503,085 shares; 2025Q1: 272,362 shares 272,362$2.5M7.9%-230,723Timeline
ALLAKOS INCALLAKOS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,055 shares; 2024Q4: 75,055 shares; 2025Q1: 75,055 shares 75,055$1.28M4.05%0
EEMVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 222,214 shares 222,214$1.22M3.86%newTimeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,845 shares; 2024Q4: 255,207 shares; 2025Q1: 130,125 shares 130,125$702K2.22%-125,082Timeline
LDILOANDEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,727 shares; 2024Q4: 19,828 shares; 2025Q1: 27,727 shares 27,727$542K1.71%+7,899Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,428 shares; 2024Q4: 27,318 shares; 2025Q1: 27,920 shares 27,920$292K0.92%+602Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,609 shares; 2024Q4: 38,838 shares; 2025Q1: 37,299 shares 37,299$195K0.62%-1,539Timeline
FATEFATE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,083 shares; 2024Q4: 4,083 shares; 2025Q1: 4,083 shares 4,083$13.2K0.04%0Timeline

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001616628-25-000003 superseded2025-05-15acceptance time not in the bulk data set
13F-HR/A 0001616628-25-000004 baserestatement2025-05-29acceptance time not in the bulk data set