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Home : Indexes

Indexes

Wilshire Indexes help clients, investment professionals and researchers accurately measure and better understand the market. The Wilshire Index family leverages more than 40 years of Wilshire performance measurement expertise and employs unbiased construction rules.

The flagship Wilshire 5000 Total Market IndexSM (Wilshire 5000®), widely accepted as the definitive benchmark for the U.S. stock market, celebrates 40 years this year. Developed in 1974 to address a clear gap in the market, the Wilshire 5000 offers a robust alternative to a market proxy of just 500 stocks that, by nature, falls short as a basis for risk measurement and diversification by missing a significludes the Wilshire 5000, Wilshire 4500 Completion and a suite of Wilshire size and style indexes designed to help investors evaluate performance of style managers.

  • Wilshire Real Estate Family: aims to measure the real estate market without the limitations of appraisal-based indexes and instead uses focused, publicly traded real estate, equity securities. Global real estate indexes included in 2006.
  • Wilshire Liquid Alternative Family: aims to provide broad measure of the liquid alternative market, as well as sub-strategies, and measures alternative investment strategies accessed via liquid ’40 Act mutual funds.
  • Wilshire TargetIncome Family: aims to measure investment strategies that offer broad exposure to income-producing asset classes, using a universe of exchange-traded funds (ETFs), and aim to achieve set, annualized target income yields while minimizing overall portfolio risk through a unique optimization approach. 
  • Wilshire Business Development Company IndexSM: aims to measure performance of publicly-traded BDCs that focus on the debt financing of small, developing and financially troubled companies.

Powered By WilshireSM

  • Powered by Wilshire: allows investment and fund managers to marry their proprietary index methodology with Wilshire’s well-respected brand, time-tested index calculation engine and state-of-the-art distribution platform. The new offering provides an independent, 3rd party implemented solution for historical index data to support marketing efforts as well as ongoing calculations.

Just Released!

  • Wilshire Risk Parity Index - 15% Target VolatilitySM (Wilshire Risk Parity IndexSM): designed to measure the performance of a multi-asset risk parity strategy that allocates risk equally among three risk baskets: equity, rates and inflation while targeting an ex-ante volatility level of 15%. Each risk basket is designed to contain a diverse, yet still representative set of highly-liquid futures to help not only capture main asset class risk drivers, but also minimize index turnover.
  • Wilshire TargetIncome Family: aims to measure investment strategies that offer broad exposure to income-producing asset classes, using a universe of exchange-traded funds (ETFs), and aim to achieve set, annualized target income yields while minimizing overall portfolio risk through a unique optimization approach. 
  • Victory US Large Cap 500 IndexSM, Powered by Wilshire: designed by Victory Capital Management Inc., measures the performance of the 500 largest companies in the Wilshire 5000 Total Market IndexSM (Wilshire 5000SM) by market capitalization.
  • Military Times Best for VETS IndexSM, Powered by Wilshire: designed by VETS Indexes, measures performance of publicly traded companies selected from the Military Times Best for Vets: Employers annual ranking survey.
  • Sage ESG Intermediate Credit IndexSM, Powered by Wilshire: designed by Sage Advisory Services, Ltd. Co., measures an investment strategy that aims to maximize exposure to positive Environmental, Social and Governance (ESG) characteristics, while maintaining high liquidity.

 

  • Wilshire 5000 Family
    • Wilshire 5000 Total Market
    • Wilshire 4500 Completion
  • Wilshire US Style Indexes
    • Wilshire US Large-Cap
    • Wilshire US Large-Cap Growth
    • Wilshire US Large-Cap Value
    • Wilshire US Mid-Cap
    • Wilshire US Mid-Cap Growth
    • Wilshire US Mid-Cap Value
    • Wilshire US Small-Cap
    • Wilshire US Small-Cap Growth
    • Wilshire US Small-Cap Value
    • Wilshire US Micro-Cap
    • Wilshire 2500
    • Wilshire 2500 Growth
    • Wilshire 2500 Value
  • Wilshire Bond Index
  • Wilshire Risk Parity Index - 15% Target Volatility
  • Wilshire Real Estate Family
    • Wilshire US RESI
    • Wilshire US REIT
    • Wilshire US REOC
    • Wilshire exUS RESI
    • Wilshire exUS REIT
    • Wilshire Global RESI
    • Wilshire Global REIT
  • Wilshire Liquid Alternative Family
    • Wilshire Liquid Alternative Index
    • Wilshire Liquid Alternative Equity Hedge Index
    • Wilshire Liquid Alternative Event Driven Index
    • Wilshire Liquid Alternative Global Macro Index
    • Wilshire Liquid Alternative Multi-Strategy Index
    • Wilshire Liquid Alternative Relative Value Index
    • Wilshire Focused Liquid Alternative Index
  • Wilshire TargetIncome Family
    • Wilshire TargetIncome 5% Plus Index
    • Wilshire TargetIncome 10-Year Treasury +2% Plus Index
  • Wilshire Business Development Company Index
  • Wilshire Large Cap Optimized Diversification Index
  • EVA Wilshire 5000 Family
    • EVA Wilshire 5000
    • EVA Wilshire US Large-Cap
  • Wilshire Index Calculator
  • Powered by Wilshire
    • ABR Crisis Alpha Index
    • ABR Dynamic Blend Equity and Volatility Index
    • ABR Dynamic Blend Treasury and Equity Index
    • ABR Enhanced Short Volatility Index
    • ABR Dynamic Weight Index
    • ABR Multi-Asset Portfolio (ABR MAP) Index
    • Adelante CORE Property Securities Index
    • Adelante NEXTGen Property Securities Index
    • Military Times Best for VETS Index
    • Nuveen/Wilshire Pension Investment Family
      • Nuveen Wilshire Intermediate (5-10) Corporate Bond Index
      • Nuveen Wilshire Long (10-20) Corporate Bond Index
      • Nuveen Wilshire Long (20-30) Corporate Bond Index
      • Nuveen Wilshire Ultra Long 20+ STRIPS Index
    • Sage ESG Intermediate Credit Index
    • Victory US Large Cap 500 Index
    • Index Calculator
  • Wilshire US Large-Cap Equal Weight
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