Wilshire Advisors 13F annual report
Wilshire Advisors is an investment fund managing more than $199 billion ran by Sandy Choi. There are currently 10 companies in Mrs. Choi’s portfolio. The largest investments include Ishares Global Reit Etf and Ishares Core Msci Eafe Etf, together worth $129 billion.
$199 billion Assets Under Management (AUM)
As of 7th August 2024, Wilshire Advisors’s top holding is 137,068 shares of Ishares Global Reit Etf currently worth over $75 billion and making up 37.6% of the portfolio value.
In addition, the fund holds 1,075,458 shares of Ishares Core Msci Eafe Etf worth $54 billion.
The third-largest holding is Ishares Core U.s. Aggregate Bond Etf worth $34.4 billion and the next is Ishares Tr worth $21.1 billion, with 211,687 shares owned.
Currently, Wilshire Advisors's portfolio is worth at least $199 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Wilshire Advisors
The Wilshire Advisors office and employees reside in Santa Monica, California. According to the last 13-F report filed with the SEC, Sandy Choi serves as the Chief Compliance Officer of Wilshire Advisors LLC at Wilshire Advisors.
Recent trades
In the most recent 13F filing, Wilshire Advisors revealed that it had increased its stake in
Ishares Core U.s. Aggregate Bond Etf and bought 1,650 additional shares worth around .
On the other hand, Sandy Choi disclosed a decreased stake in Ishares Global Reit Etf by approximately 0.1%.
This leaves the value of the investment at $75 billion and 137,068 shares.
One of the smallest hedge funds
The two most similar investment funds to Wilshire Advisors are Truvestments Capital and Sustainable Insight Capital Management. They manage $199 billion and $200 billion respectively.
The complete list of Wilshire Advisors trades based on 13F SEC filings
These positions were updated on August 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Ishares Global Reit Etf |
2.56%
137,068
|
$75,007,722,000 | 37.61% |
| Ishares Core Msci Eafe Etf |
1.41%
1,075,458
|
$53,999,245,000 | 27.07% |
| Ishares Core U.s. Aggregate Bond Etf |
0.47%
353,916
|
$34,354,625,000 | 17.22% |
| Ishares Tr |
0.99%
211,687
|
$21,060,739,000 | 10.56% |
| Ishares Core Msci Emerging Markets Etf |
3.72%
187,358
|
$10,029,273,000 | 5.03% |
| Ishares Core S&p Small-cap Etf |
27.21%
25,850
|
$2,757,161,000 | 1.38% |
| Ishares Trust Ishares 1-5 Year Investment Grade Corporate Bond Etf |
0.49%
41,140
|
$2,108,014,000 | 1.06% |
| Alta Partners Viii, L.p. - Allakos Inc (allk) |
No change
75,055
|
$75,055,000 | 0.04% |
| Parthenon Investors Iv, L.p. - Loan Depot (ldi) |
No change
27,727
|
$45,749,000 | 0.02% |
| Polaris Venture Partners V, L.p. - Fate Therapeutics, Inc. (fate) |
No change
4,083
|
$13,392,000 | 0.01% |
| No transactions found | |||
| Showing first 500 out of 10 holdings | |||
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