Wilshire Advisors LLC
CIK 1616628 · Holdings on Sep 30, 2025 · First reported Nov 14, 2025
Top ten holdings
Q3 2025- LDI43.95%
- FATE27.71%
- IEFA11.09%
- AGG6.25%
- IJR4.75%
- IGSB4.67%
- IEMG1.58%
Share classes counted separately100.00%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- LDIWeight increased · +43.63 pp0.32% → 43.95%Shares +5.50M (+19825.17%)
- IEFAWeight decreased · -27.97 pp39.06% → 11.09%Shares -2.74K (-5.29%)
- IJRWeight decreased · -23.05 pp27.80% → 4.75%Shares -12.69K (-45.13%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 7
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | LDILOANDEPOT INC -CLASS ACOM CL A View history and evidence | $16.96M | 43.95% | 5.52M shares | 0.32% → 43.95%+43.63 pp +5.50M (+19825.17%) | Added | ↗▾ |
| 02 | FATEFATE THERAPEUTICS INC View history and evidence | $10.69M | 27.71% | 8.49M shares | Prior unavailable +8.49M | New | ↗▾ |
| 03 | IEFAISHARES CORE MSCI EAFE ETFCORE MSCI EAFE View history and evidence | $4.28M | 11.09% | 48.99K shares | 39.06% → 11.09%-27.97 pp -2.74K (-5.29%) | Reduced | ↗▾ |
| 04 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $2.41M | 6.25% | 24.04K shares | 10.84% → 6.25%-4.59 pp +11.96K (+99.01%) | Added | ↗▾ |
| 05 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $1.83M | 4.75% | 15.43K shares | 27.80% → 4.75%-23.05 pp -12.69K (-45.13%) | Reduced | ↗▾ |
| 06 | IGSBISHARES 1-5Y INV GRADE CORPISHS 1-5YR INVS View history and evidence | $1.80M | 4.67% | 33.98K shares | 16.22% → 4.67%-11.55 pp 0 (0.00%) | Unchanged | ↗▾ |
| 07 | IEMGISHARES CORE MSCI EMERGINGCORE MSCI EMKT View history and evidence | $610.75K | 1.58% | 9.27K shares | 5.77% → 1.58%-4.19 pp -1.37K (-12.87%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1616628 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 38588075
}Take these holdings further.
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