IMPORTANT NOTICE: FOR INSTITUTIONAL INVESTORS ONLY

The materials and information contained on this section of our website are intended solely for Institutional Investors, Qualified Purchasers and Accredited Investors (as defined under applicable U.S. securities laws) and Professional Clients and Eligible Counterparties (as defined under MiFID II and the UK FCA rules). The content is not directed to, and may not be used or relied upon by, retail investors in any jurisdiction.

 By clicking, “I Agree” below, you confirm that:

  1. You are an "Institutional Investor" within the meaning of U.S. securities laws (including, but not limited to: a bank, savings and loan association, insurance company, registered investment company, business development company, employee benefit plan, state or municipal government entity, or investment adviser) or a “Professional Client” or “Eligible Counterparty” within the meaning of MiFID II and the UK FCA rules;
  2. You will not distribute or make the contents available to any person that does not meet the above eligibility requirements;
  3. You understand that some of the materials may include hypothetical, targeted or forecasted performance information which are subject to significant risks, assumptions and limitations. Such information is provided for illustrative purposes only and should not be relied upon as a guarantee of future results; and
  4. You acknowledge that you are responsible for independently assessing the information and that it does not constitute investment advice or an offer to sell, or a solicitation of an offer to buy, any securities.

If you are not an eligible investor or do not agree to the above, please select “I Do Not Agree” and you will automatically exit this page.

Beach Front Homes and Buildings at Santa Monica State Beach

Product literature

Product information, updates and more...

Please visit Wilshire Indexes for index fact sheets and methodologies.

Most Recent Documents

CUSIP: 97200P869
Text Link

Capital Gains - Wilshire Global Allocation Fund Distribution Estimates

Download icon

Wilshire Trust Universe Comparison Service Operations Schedule

Download icon

Wilshire Premier+ Allocation Portfolios Fact Sheet

Download icon

Wilshire Premier Allocation Tax Sensitive Portfolios Fact Sheet

Download icon

Wilshire Premier Allocation Portfolios Fact Sheet

Download icon

Wilshire ESG Portfolios Fact Sheet

Download icon

Wilshire Global ETF Allocation Portfolios Fact Sheet

Download icon

Wilshire Diversified Alternatives Portfolio Fact Sheet

Download icon

Wilshire Active Tax Free Income Portfolio Fact Sheet

Download icon

Wilshire Active Income Portfolios Monthly Performance Report

Download icon

Wilshire Active Income Portfolios Historical Yield Report

Download icon

Wilshire Active Income Portfolio Fact Sheet

Download icon

Wilshire Active Equity Income Portfolio Fact Sheet

Download icon
WIORX, WIOPX
Text Link

Holdings - Wilshire Income Opportunities Fund Holdings

Download icon
WLCTX, WLTTX
Text Link

Holdings - Wilshire International Equity Fund Holdings

Download icon
DTSVX, WSMVX
Text Link

Holdings - Wilshire Small Company Value Portfolio Holdings

Download icon
DTLVX, WLCVX
Text Link

Holdings - Wilshire Large Company Value Portfolio Holdings

Download icon
DTLGX, WLCGX
Text Link

Holdings - Wilshire Large Company Growth Portfolio Holdings

Download icon
DTSGX, WSMGX
Text Link

Holdings - Wilshire Small Company Growth Portfolio Holdings

Download icon
WFIVX, WINDX
Text Link

Holdings - FT Wilshire 5000 Index Fund Holdings

Download icon
Sorry, no results found.
We were not able to find a match.
Please try again with different keywords.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

We’re here to help

Wilshire has been applying highly tested theories and approaches to our client solutions since 1981.

Our clients rely on us to improve investment outcomes for a better future.

Contact us