Resources and Forms

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Refine search

Mutual fund literature

Managed portfolios literature

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Reset

Fact sheets

Wilshire Active Equity Income Portfolio Fact Sheet

Veterans Select Index

Wilshire Active Income Portfolio Fact Sheet

Wilshire Active Tax Free Income Portfolio Fact Sheet

Wilshire Active Income Portfolio Fact Sheet (OPS)

Wilshire Active Income Portfolio Fact Sheet (TD)

Wilshire Active Income Portfolio Fact Sheet (FDIC)

Wilshire Active Tax Free Income Portfolio Fact Sheet (OPS)

Wilshire Active Tax Free Income Portfolio Fact Sheet (TD)

Wilshire Active Tax Free Income Portfolio Fact Sheet (FDIC)

Wilshire Diversified Alternatives Portfolio Fact Sheet

Wilshire ESG Portfolios Fact Sheet

Wilshire Global ETF Allocation Portfolios Fact Sheet

Wilshire Hybrid ETF Tax Sensitive Portfolios Fact Sheet

Wilshire Investor Portfolios Fact Sheet

Wilshire Premier Allocation Portfolios Fact Sheet (TD)

Wilshire Premier Allocation Tax Sensitive Portfolios Fact Sheet (Fidelity)

Wilshire Premier Allocation Portfolios Fact Sheet (Fidelity)

Wilshire Premier Allocation Portfolios Fact Sheet (Pershing)

Wilshire Premier Allocation Tax Sensitive Portfolios Fact Sheet (Pershing)

Wilshire Premier+ Allocation Portfolios Fact Sheet (Fidelity)

Wilshire Premier+ Allocation Portfolios Fact Sheet (Pershing)

Wilshire Premier Allocation Portfolios Fact Sheet

Wilshire Premier Allocation Tax Sensitive Portfolios Fact Sheet

Wilshire Premier+ Allocation Portfolios Fact Sheet

Wilshire Premier Allocation Portfolios Fact Sheet (OPS)

Wilshire Premier Allocation Tax Sensitive Portfolios Fact Sheet (OPS)

Hypatia Women CEO Index Fact sheet

FT Wilshire US Large Cap Value Index

FT Wilshire US Large Cap Growth Index

FT Wilshire US Small Cap Value Index

FT Wilshire US Small Cap Growth Index

VETS Employers Index

VETS Employers Index Fact Sheet

Wilshire Diversified Alternatives Portfolio Commentary - Second Quarter 2022

Wilshire Premier Allocation Tax Sensitive Portfolios Fact Sheet (TD)

FT Wilshire Large Cap Index Fact Sheet

FTWUSL

FT Wilshire Large Cap Index Fact Sheet

FT Wilshire Small Cap Index Fact Sheet

FTWUSS

FT Wilshire Small Cap Index Fact Sheet

ABR Crisis Alpha Index Fact Sheet

ABR Dynamic Blend Equity and Volatility Index Fact Sheet

ABR Dynamic Blend Treasury and Equity Index Fact Sheet

ABR Dynamic Weight Index Fact Sheet

ABR Enhanced Short Volatility Index Fact Sheet

ABR Multi-Asset Portfolio (ABR MAP) Index Fact Sheet

FT Wilshire US Climate Change 1.5C Target Index

FT Wilshire US Large Pure Single Factor Index

FT Wilshire US Large Multi Factor Index Series

FT Wilshire US Large Minimum Variance Index

FT Wilshire 5000 Index Fact Sheet

FTW5000, FW5000

FT Wilshire 5000 Index Fact Sheet

FT Wilshire 2500 Index Fact Sheet

FTW2500

FT Wilshire 2500 Index Fact Sheet

FT Wilshire Mega Cap Index Fact Sheet

FTWUSG

FT Wilshire Mega Cap Index Fact Sheet

FT Wilshire Mid Cap Index Fact Sheet

FTWUSD

FT Wilshire Mid Cap Index Fact Sheet

FT Wilshire Micro Cap Index Fact Sheet

FTWUSO

FT Wilshire Micro Cap Index Fact Sheet

Wilshire 4500 Completion Fact Sheet

W4500

Wilshire 4500 Completion Fact Sheet

Wilshire US Large Cap Index Fact Sheet

W5KLC

Wilshire US Large Cap Index Fact Sheet

Wilshire US Small Cap Index Fact Sheet

W5KSC

Wilshire US Small Cap Index Fact Sheet

Wilshire US Mid Cap Index Fact Sheet

W5KMC

Wilshire US Mid Cap Index Fact Sheet

Wilshire US Micro Cap Index Fact Sheet

W5KMICRO

Wilshire US Micro Cap Index Fact Sheet

Wilshire US Real Estate Investment Trust Index Fact Sheet

WILREIT

Wilshire US Real Estate Investment Trust Index Fact Sheet

Wilshire Business Development Company Index Fact Sheet

WILBDC

Wilshire Business Development Company Index Fact Sheet

Wilshire Focused Liquid Alternative Index Fact Sheet

WFLIQA

Wilshire Focused Liquid Alternative Index Fact Sheet

Wilshire Global Real Estate Securities Index Fact Sheet

WGRESI

Wilshire Global Real Estate Securities Index Fact Sheet

Wilshire Large Cap Optimized Diversification Index Fact Sheet

WILCOD

Wilshire Large Cap Optimized Diversification Index Fact Sheet

Wilshire Risk Parity Index - 10% Target Volatility Index Fact Sheet

WRP10

Wilshire Risk Parity Index - 10% Target Volatility Index Fact Sheet

Wilshire Risk Parity Index - 12% Target Volatility Index Fact Sheet

WRP12

Wilshire Risk Parity Index - 12% Target Volatility Index Fact Sheet

Wilshire Risk Parity Index - 15% Target Volatility Index Fact Sheet

WRP15

Wilshire Risk Parity Index - 15% Target Volatility Index Fact Sheet

Wilshire Bond Index Fact Sheet

WILBOND

Wilshire Bond Index Fact Sheet

Wilshire Liquid Alternative Relative Value Index Fact Sheet

WLIQARV

Wilshire Liquid Alternative Relative Value Index Fact Sheet

Wilshire Liquid Alternative Multi-Strategy Index Fact Sheet

WLIQAMS

Wilshire Liquid Alternative Multi-Strategy Index Fact Sheet

Wilshire Liquid Alternative Global Macro Index Fact Sheet

WLIQAGM

Wilshire Liquid Alternative Global Macro Index Fact Sheet

Wilshire Liquid Alternative Event Driven Index Fact Sheet

WLIQAED

Wilshire Liquid Alternative Event Driven Index Fact Sheet

Wilshire Liquid Alternative Equity Hedge Index Fact Sheet

WLIQAEH

Wilshire Liquid Alternative Equity Hedge Index Fact Sheet

Wilshire Liquid Alternative Index Fact Sheet

WLIQA

Wilshire Liquid Alternative Index Fact Sheet

Wilshire TargetIncome 5% Plus Index Fact Sheet

WTIFIVTR, WTIFIV

Wilshire TargetIncome 5% Plus Index Fact Sheet

Wilshire TargetIncome 10-Year Treasury +2% Plus Index Fact Sheet

WTI10YT, WTI10Y

Wilshire TargetIncome 10-Year Treasury +2% Plus Index Fact Sheet

Wilshire US Large Cap Equal Weight Index Fact Sheet

W5KLCE

Wilshire US Large Cap Equal Weight Index Fact Sheet

Wilshire TIPS Index Fact Sheet

WILTIPS

Wilshire TIPS Index Fact Sheet

Adelante CORE Property Securities Index Fact Sheet

Adelante NEXTGen Property Securities Index Fact Sheet

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

ABR Dynamic Blend Equity and Volatility Index

ABR Dynamic Blend Treasury and Equity Index

ABR Dynamic Weight Index

ABR Enhanced Short Volatility Index

ABR Multi-Asset Portfolio (ABR MAP) Index

FT Wilshire Blended Price Digital Asset Indexes Fact Sheet

.FTWBTC, .FTWETH, .FTWADA. .FTWDOGE, .FTWDOT, .FTWLINK, .FTWBCH, .FTWUNI, .FTWSOL, .FTWLTC

FT Wilshire Blended Price Digital Asset Indexes Fact Sheet

FT Wilshire Multi-Digital Asset Indexes Fact Sheet

.FTWT5, .FTWT5XB, .FTWBE

FT Wilshire Multi-Digital Asset Indexes Fact Sheet

Systematic Cross Premia Index℠

The Wilshire Manager Research Process

Hypatia Women Hedge Fund Index Fact Sheet

Wilshire Diversified Alternatives Portfolio Fact Sheet (FTJ)

Wilshire Global ETF Allocation Portfolios Fact Sheet (OPS)

Wilshire Diversified Alternatives Portfolio Commentary

Wilshire Hybrid ETF Tax Sensitive Portfolios Fact Sheet (W&R)

Index literature

FT Wilshire Large Cap Index Fact Sheet

FTWUSL

FT Wilshire Large Cap Index Fact Sheet

FT Wilshire Small Cap Index Fact Sheet

FTWUSS

FT Wilshire Small Cap Index Fact Sheet

FT Wilshire US Large Minimum Variance Index

FT Wilshire Factor Index Series Methodology

FT Wilshire Style Index Series Methodology

FT Wilshire Minimum Variance Index Series Methodology

Wilshire Management of Illiquid Benchmarks Policy

Wilshire Complaints Handling Procedure

Wilshire Benchmarks Record Retention Policy

Wilshire Benchmarks Consultation Policy

Wilshire Benchmarks Conflicts of Interest Register

Wilshire Benchmarks Accountability Framework

Wilshire Benchmark Change and Cessation Policy

Wilshire IOSCO Statement 2022

Climate Change Indexes Methodology

Climate Change Paris Aligned Benchmark Exclusions Criteria

Climate Change Paris Aligned Benchmark Carbon Emissions Model

FT Wilshire 5000 Index Fact Sheet

FTW5000, FW5000

FT Wilshire 5000 Index Fact Sheet

FT Wilshire 2500 Index Fact Sheet

FTW2500

FT Wilshire 2500 Index Fact Sheet

FT Wilshire Mega Cap Index Fact Sheet

FTWUSG

FT Wilshire Mega Cap Index Fact Sheet

FT Wilshire Mid Cap Index Fact Sheet

FTWUSD

FT Wilshire Mid Cap Index Fact Sheet

FT Wilshire Micro Cap Index Fact Sheet

FTWUSO

FT Wilshire Micro Cap Index Fact Sheet

Wilshire 4500 Completion Fact Sheet

W4500

Wilshire 4500 Completion Fact Sheet

Wilshire US Large Cap Index Fact Sheet

W5KLC

Wilshire US Large Cap Index Fact Sheet

Wilshire US Small Cap Index Fact Sheet

W5KSC

Wilshire US Small Cap Index Fact Sheet

Wilshire US Mid Cap Index Fact Sheet

W5KMC

Wilshire US Mid Cap Index Fact Sheet

Wilshire US Micro Cap Index Fact Sheet

W5KMICRO

Wilshire US Micro Cap Index Fact Sheet

Wilshire US Real Estate Investment Trust Index Fact Sheet

WILREIT

Wilshire US Real Estate Investment Trust Index Fact Sheet

Wilshire Business Development Company Index Fact Sheet

WILBDC

Wilshire Business Development Company Index Fact Sheet

Wilshire Focused Liquid Alternative Index Fact Sheet

WFLIQA

Wilshire Focused Liquid Alternative Index Fact Sheet

Wilshire Global Real Estate Securities Index Fact Sheet

WGRESI

Wilshire Global Real Estate Securities Index Fact Sheet

Wilshire Large Cap Optimized Diversification Index Fact Sheet

WILCOD

Wilshire Large Cap Optimized Diversification Index Fact Sheet

Wilshire Risk Parity Index - 10% Target Volatility Index Fact Sheet

WRP10

Wilshire Risk Parity Index - 10% Target Volatility Index Fact Sheet

Wilshire Risk Parity Index - 12% Target Volatility Index Fact Sheet

WRP12

Wilshire Risk Parity Index - 12% Target Volatility Index Fact Sheet

Wilshire Risk Parity Index - 15% Target Volatility Index Fact Sheet

WRP15

Wilshire Risk Parity Index - 15% Target Volatility Index Fact Sheet

Wilshire Bond Index Fact Sheet

WILBOND

Wilshire Bond Index Fact Sheet

Wilshire Liquid Alternative Relative Value Index Fact Sheet

WLIQARV

Wilshire Liquid Alternative Relative Value Index Fact Sheet

Wilshire Liquid Alternative Multi-Strategy Index Fact Sheet

WLIQAMS

Wilshire Liquid Alternative Multi-Strategy Index Fact Sheet

Wilshire Liquid Alternative Global Macro Index Fact Sheet

WLIQAGM

Wilshire Liquid Alternative Global Macro Index Fact Sheet

Wilshire Liquid Alternative Event Driven Index Fact Sheet

WLIQAED

Wilshire Liquid Alternative Event Driven Index Fact Sheet

Wilshire Liquid Alternative Equity Hedge Index Fact Sheet

WLIQAEH

Wilshire Liquid Alternative Equity Hedge Index Fact Sheet

Wilshire Liquid Alternative Index Fact Sheet

WLIQA

Wilshire Liquid Alternative Index Fact Sheet

Wilshire TargetIncome 5% Plus Index Fact Sheet

WTIFIVTR, WTIFIV

Wilshire TargetIncome 5% Plus Index Fact Sheet

Wilshire TargetIncome 10-Year Treasury +2% Plus Index Fact Sheet

WTI10YT, WTI10Y

Wilshire TargetIncome 10-Year Treasury +2% Plus Index Fact Sheet

Wilshire US Large Cap Equal Weight Index Fact Sheet

W5KLCE

Wilshire US Large Cap Equal Weight Index Fact Sheet

Wilshire TIPS Index Fact Sheet

WILTIPS

Wilshire TIPS Index Fact Sheet

FT Wilshire 5000 Index Series Rulebook

FTW5000, FW5000, FTW2500, FTWUSG, FTWUSL, FTWUSD, FTWUSS, FTWUSO

FT Wilshire 5000 Index Series Rulebook

FT Wilshire 5000 Index Methodology

FTW5000, FW5000

FT Wilshire 5000 Index Methodology

Wilshire Bond Index Methodology

WILBOND

Wilshire Bond Index Methodology

Wilshire Business Development Company Index Methodology

WILBDC

Wilshire Business Development Company Index Methodology

Wilshire ex US Real Estate Securities Index Methodology

WXRESI

Wilshire ex US Real Estate Securities Index Methodology

Wilshire ex US Real Estate Investment Trust Index Methodology

WXREIT

Wilshire ex US Real Estate Investment Trust Index Methodology

Wilshire Global Real Estate Securities Index Methodology

WGRESI

Wilshire Global Real Estate Securities Index Methodology

Wilshire Global Real Estate Investment Trust Index Methodology

WGREIT

Wilshire Global Real Estate Investment Trust Index Methodology

Wilshire Large Cap Optimized Diversification Index Methodology

WILCOD

Wilshire Large Cap Optimized Diversification Index Methodology

Wilshire Liquid Alternative Index Methodology

WLIQA

Wilshire Liquid Alternative Index Methodology

Wilshire Liquid Alternative Equity Hedge Index Methodology

WLIQAEH

Wilshire Liquid Alternative Equity Hedge Index Methodology

Wilshire Liquid Alternative Event Driven Index Methodology

WLIQAED

Wilshire Liquid Alternative Event Driven Index Methodology

Wilshire Liquid Alternative Global Macro Index Methodology

WLIQAGM

Wilshire Liquid Alternative Global Macro Index Methodology

Wilshire Liquid Alternative Multi-Strategy Index Methodology

WLIQAMS

Wilshire Liquid Alternative Multi-Strategy Index Methodology

Wilshire Liquid Alternative Relative Value Index Methodology

WLIQARV

Wilshire Liquid Alternative Relative Value Index Methodology

Wilshire Risk Parity Index - 10% Target Volatility Methodology

WRP10

Wilshire Risk Parity Index - 10% Target Volatility Methodology

Wilshire Risk Parity Index - 12% Target Volatility Methodology

WRP12

Wilshire Risk Parity Index - 12% Target Volatility Methodology

Wilshire Risk Parity Index - 15% Target Volatility Methodology

WRP15

Wilshire Risk Parity Index - 15% Target Volatility Methodology

Wilshire TargetIncome 5% Plus Index Methodology

WTIFIVTR, WTIFIV

Wilshire TargetIncome 5% Plus Index Methodology

Wilshire TargetIncome 10-Year Treasury +2% Plus Index Methodology

WTI10YT, WTI10Y

Wilshire TargetIncome 10-Year Treasury +2% Plus Index Methodology

Wilshire TIPS Index Methodology

WILTIPS

Wilshire TIPS Index Methodology

Wilshire US Large Cap Equal Weight Index Methodology

W5KLCE

Wilshire US Large Cap Equal Weight Index Methodology

Wilshire US Large Cap Methodology

W5KLC

Wilshire US Large Cap Methodology

Wilshire US Micro Cap Methodology

W5KMICRO

Wilshire US Micro Cap Methodology

Wilshire US Mid Cap Methodology

W5KMC

Wilshire US Mid Cap Methodology

Wilshire US Real Estate Securities Index Methodology

WILRESI

Wilshire US Real Estate Securities Index Methodology

Wilshire US Real Estate Investment Trust Index Methodology

WILREIT

Wilshire US Real Estate Investment Trust Index Methodology

Wilshire US Small Cap Index Methodology

W5KSC

Wilshire US Small Cap Index Methodology

Wilshire 4500 Completion Methodology

W4500

Wilshire 4500 Completion Methodology

Wilshire US Style Indexes Introduction

W5KLC, W5KLCG, W5KLCV, W5KMC, W5KMCG, W5KMCV, W5KSC, W5KSCG, W5KSCV, W5KMICRO

Wilshire US Style Indexes Introduction

Wilshire Business Development Company Index Introduction

WILBDC

Wilshire Business Development Company Index Introduction

Wilshire TIPS Index Rulebook

WILTIPS

Wilshire TIPS Index Rulebook

FT Wilshire US Large Cap Methodology

FTWUSL

FT Wilshire US Large Cap Methodology

FT Wilshire US Mega Cap Methodology

FTWUSG

FT Wilshire US Mega Cap Methodology

FT Wilshire US Micro Cap Methodology

FTWUSO

FT Wilshire US Micro Cap Methodology

FT Wilshire US Mid Cap Methodology

FTWUSD

FT Wilshire US Mid Cap Methodology

FT Wilshire US Small Cap Methodology

FTWUSS

FT Wilshire US Small Cap Methodology

Wilshire 2500 Index Characteristics

Wilshire 4500 Index Characteristics

W4500

Wilshire 4500 Index Characteristics

Wilshire US Large Cap Index Characteristics

W5KLC

Wilshire US Large Cap Index Characteristics

Wilshire US Small Cap Index Characteristics

W5KSC

Wilshire US Small Cap Index Characteristics

Wilshire US Large Cap Growth Index Characteristics

W5KLCG

Wilshire US Large Cap Growth Index Characteristics

Wilshire US Large Cap Value Index Characteristics

W5KLCV

Wilshire US Large Cap Value Index Characteristics

Wilshire US Small Cap Growth Index Characteristics

W5KSCG

Wilshire US Small Cap Growth Index Characteristics

Wilshire US Small Cap Value Index Characteristics

W5KSCV

Wilshire US Small Cap Value Index Characteristics

Wilshire US Mid Cap Value Index Characteristics

W5KMCV

Wilshire US Mid Cap Value Index Characteristics

Wilshire US Mid Cap Growth Index Characteristics

W5KMCG

Wilshire US Mid Cap Growth Index Characteristics

Wilshire US Mid Cap Index Characteristics

W5KMC

Wilshire US Mid Cap Index Characteristics

Wilshire US Micro Cap Index Characteristics

W5KMICRO

Wilshire US Micro Cap Index Characteristics

Wilshire Focused Liquid Alternative Index Methodology

WFLIQA

Wilshire Focused Liquid Alternative Index Methodology

FT Wilshire 2500 Index Methodology

FTW2500

FT Wilshire 2500 Index Methodology

Methodologies

Veterans Select Index℠

FT Wilshire Global Equity Market Series Methodology

Hypatia Women CEO Index Methodology

FT Wilshire Factor Index Series Methodology

FT Wilshire Style Index Series Methodology

FT Wilshire Minimum Variance Index Series Methodology

Climate Change Indexes Methodology

Nuveen Wilshire Intermediate (5-10) Corporate Bond Index

Digital Asset Taxonomy System (DATS)

FT Wilshire Digital Asset Pricing and Index Methodology

FT Wilshire 5000 Index Methodology

FTW5000, FW5000

FT Wilshire 5000 Index Methodology

Wilshire Bond Index Methodology

WILBOND

Wilshire Bond Index Methodology

Wilshire Business Development Company Index Methodology

WILBDC

Wilshire Business Development Company Index Methodology

Wilshire ex US Real Estate Securities Index Methodology

WXRESI

Wilshire ex US Real Estate Securities Index Methodology

Wilshire ex US Real Estate Investment Trust Index Methodology

WXREIT

Wilshire ex US Real Estate Investment Trust Index Methodology

Wilshire Global Real Estate Securities Index Methodology

WGRESI

Wilshire Global Real Estate Securities Index Methodology

Wilshire Global Real Estate Investment Trust Index Methodology

WGREIT

Wilshire Global Real Estate Investment Trust Index Methodology

Wilshire Large Cap Optimized Diversification Index Methodology

WILCOD

Wilshire Large Cap Optimized Diversification Index Methodology

Wilshire Liquid Alternative Index Methodology

WLIQA

Wilshire Liquid Alternative Index Methodology

Wilshire Liquid Alternative Equity Hedge Index Methodology

WLIQAEH

Wilshire Liquid Alternative Equity Hedge Index Methodology

Wilshire Liquid Alternative Event Driven Index Methodology

WLIQAED

Wilshire Liquid Alternative Event Driven Index Methodology

Wilshire Liquid Alternative Global Macro Index Methodology

WLIQAGM

Wilshire Liquid Alternative Global Macro Index Methodology

Wilshire Liquid Alternative Multi-Strategy Index Methodology

WLIQAMS

Wilshire Liquid Alternative Multi-Strategy Index Methodology

Wilshire Liquid Alternative Relative Value Index Methodology

WLIQARV

Wilshire Liquid Alternative Relative Value Index Methodology

Wilshire Risk Parity Index - 10% Target Volatility Methodology

WRP10

Wilshire Risk Parity Index - 10% Target Volatility Methodology

Wilshire Risk Parity Index - 12% Target Volatility Methodology

WRP12

Wilshire Risk Parity Index - 12% Target Volatility Methodology

Wilshire Risk Parity Index - 15% Target Volatility Methodology

WRP15

Wilshire Risk Parity Index - 15% Target Volatility Methodology

Wilshire TargetIncome 5% Plus Index Methodology

WTIFIVTR, WTIFIV

Wilshire TargetIncome 5% Plus Index Methodology

Wilshire TargetIncome 10-Year Treasury +2% Plus Index Methodology

WTI10YT, WTI10Y

Wilshire TargetIncome 10-Year Treasury +2% Plus Index Methodology

Wilshire TIPS Index Methodology

WILTIPS

Wilshire TIPS Index Methodology

Wilshire US Large Cap Equal Weight Index Methodology

W5KLCE

Wilshire US Large Cap Equal Weight Index Methodology

Wilshire US Large Cap Methodology

W5KLC

Wilshire US Large Cap Methodology

Wilshire US Micro Cap Methodology

W5KMICRO

Wilshire US Micro Cap Methodology

Wilshire US Mid Cap Methodology

W5KMC

Wilshire US Mid Cap Methodology

Wilshire US Real Estate Securities Index Methodology

WILRESI

Wilshire US Real Estate Securities Index Methodology

Wilshire US Real Estate Investment Trust Index Methodology

WILREIT

Wilshire US Real Estate Investment Trust Index Methodology

Wilshire US Small Cap Index Methodology

W5KSC

Wilshire US Small Cap Index Methodology

Wilshire 4500 Completion Methodology

W4500

Wilshire 4500 Completion Methodology

FT Wilshire US Large Cap Methodology

FTWUSL

FT Wilshire US Large Cap Methodology

FT Wilshire US Mega Cap Methodology

FTWUSG

FT Wilshire US Mega Cap Methodology

FT Wilshire US Micro Cap Methodology

FTWUSO

FT Wilshire US Micro Cap Methodology

FT Wilshire US Mid Cap Methodology

FTWUSD

FT Wilshire US Mid Cap Methodology

FT Wilshire US Small Cap Methodology

FTWUSS

FT Wilshire US Small Cap Methodology

Wilshire Focused Liquid Alternative Index Methodology

WFLIQA

Wilshire Focused Liquid Alternative Index Methodology

FT Wilshire 2500 Index Methodology

FTW2500

FT Wilshire 2500 Index Methodology

ABR Crisis Alpha Index℠

ABR Dynamic Blend Equity and Volatility Index℠

ABR Dynamic Blend Treasury and Equity Index℠

ABR Dynamic Weight Index℠

ABR Enhanced Short Volatility Index℠

ABR Multi-Asset Portfolio (ABR MAP) Index℠

Adelante CORE Property Securities Index℠

Adelante NEXTGen Property Securities Index℠

Hypatia Women Hedge Fund Index Methodology

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℠

Systematic Cross Premia Index℠

VETS Employers Index℠

Rulebooks

FT Wilshire 5000 Index Series Rulebook

FTW5000, FW5000, FTW2500, FTWUSG, FTWUSL, FTWUSD, FTWUSS, FTWUSO

FT Wilshire 5000 Index Series Rulebook

Wilshire TIPS Index Rulebook

WILTIPS

Wilshire TIPS Index Rulebook

Mutual Fund literature

Wilshire Funds Income Distribution Notification – 9/30/2022

WIORX, WIOPX WFIVX, WINDX DTSVX, WSMVX DTSGX, WSMGX DTLVX, WLCVX DTLGX, WLCGX WLCTX, WLTTX

Wilshire Funds Income Distribution Notification – 9/30/2022

Holdings - Wilshire Large Company Value Portfolio Holdings

DTLVX, WLCVX

Holdings - Wilshire Large Company Value Portfolio Holdings

Holdings - Wilshire International Equity Fund Holdings

WLCTX, WLTTX

Holdings - Wilshire International Equity Fund Holdings

Holdings - Wilshire Small Company Growth Portfolio Holdings

DTSGX, WSMGX

Holdings - Wilshire Small Company Growth Portfolio Holdings

Holdings - Wilshire Income Opportunities Fund Holdings

WIORX, WIOPX

Holdings - Wilshire Income Opportunities Fund Holdings

Holdings - Wilshire Large Company Growth Portfolio Holdings

DTLGX, WLCGX

Holdings - Wilshire Large Company Growth Portfolio Holdings

Holdings - Wilshire Small Company Value Portfolio Holdings

DTSVX, WSMVX

Holdings - Wilshire Small Company Value Portfolio Holdings

Holdings - Wilshire 5000 Index Fund Holdings

WFIVX, WINDX

Holdings - Wilshire 5000 Index Fund Holdings

Mutual Fund Performance

WIORX, WIOPX

Mutual Fund Performance

Wilshire Mutual Funds Prospectus

WIORX, WIOPX WFIVX, WINDX DTSVX, WSMVX DTSGX, WSMGX DTLVX, WLCVX DTLGX, WLCGX WLCTX, WLTTX

Wilshire Mutual Funds Prospectus

Wilshire Large Company Value Portfolio Summary Prospectus

DTLVX, WLCVX

Wilshire Large Company Value Portfolio Summary Prospectus

Wilshire Variable Insurance Trust Semi-Annual Report

CUSIP: 97200P876

Wilshire Variable Insurance Trust Semi-Annual Report

Wilshire Mutual Funds Semi-Annual Report

WIORX, WIOPX WFIVX, WINDX DTSVX, WSMVX DTSGX, WSMGX DTLVX, WLCVX DTLGX, WLCGX WLCTX, WLTTX

Wilshire Mutual Funds Semi-Annual Report

Fact Sheet - Wilshire Income Opportunities Fund

WIORX, WIOPX

Fact Sheet - Wilshire Income Opportunities Fund

Fact Sheet - Wilshire International Equity Fund

WLCTX, WLTTX

Fact Sheet - Wilshire International Equity Fund

Fact Sheet - Wilshire Large Company Growth Portfolio

DTLGX, WLCGX

Fact Sheet - Wilshire Large Company Growth Portfolio

Fact Sheet - Wilshire Large Company Value Portfolio

DTLVX, WLCVX

Fact Sheet - Wilshire Large Company Value Portfolio

Fact Sheet - Wilshire Small Company Growth Portfolio

DTSGX, WSMGX

Fact Sheet - Wilshire Small Company Growth Portfolio

Fact Sheet - Wilshire Small Company Value Portfolio

DTSVX, WSMVX

Fact Sheet - Wilshire Small Company Value Portfolio

Fact Sheet - Wilshire 5000 Index Fund

WFIVX, WINDX

Fact Sheet - Wilshire 5000 Index Fund

Fact Sheet - Wilshire Global Allocation Fund

CUSIP: 97200P868

Fact Sheet - Wilshire Global Allocation Fund

Schedule of Investments – Wilshire Large Company Value Portfolio

DTLVX, WLCVX

Schedule of Investments – Wilshire Large Company Value Portfolio

Schedule of Investments – Wilshire Large Company Growth Portfolio

DTLGX, WLCGX

Schedule of Investments – Wilshire Large Company Growth Portfolio

Schedule of Investments – Wilshire International Equity Fund

WLCTX, WLTTX

Schedule of Investments – Wilshire International Equity Fund

Schedule of Investments – Wilshire Income Opportunities Fund

WIORX, WIOPX

Schedule of Investments – Wilshire Income Opportunities Fund

Schedule of Investments – Wilshire 5000 Index Fund

WFIVX, WINDX

Schedule of Investments – Wilshire 5000 Index Fund

Schedule of Investments – Wilshire Small Company Growth Portfolio

DTSGX, WSMGX

Schedule of Investments – Wilshire Small Company Growth Portfolio

Schedule of Investments – Wilshire Small Company Value Portfolio

DTSVX, WSMVX

Schedule of Investments – Wilshire Small Company Value Portfolio

Schedule of Investments – Wilshire Global Allocation Fund

CUSIP: 97200P869

Schedule of Investments – Wilshire Global Allocation Fund

Wilshire Income Opportunities Fund Summary Prospectus

WIORX, WIOPX

Wilshire Income Opportunities Fund Summary Prospectus

Statement of Additional Information - Wilshire Mutual Funds

WIORX, WIOPX WFIVX, WINDX DTSVX, WSMVX DTSGX, WSMGX DTLVX, WLCVX DTLGX, WLCGX WLCTX, WLTTX

Statement of Additional Information - Wilshire Mutual Funds

Wilshire Small Company Value Portfolio Summary Prospectus

DTSVX, WSMVX

Wilshire Small Company Value Portfolio Summary Prospectus

Wilshire 5000 Index Fund Summary Prospectus

WFIVX, WINDX

Wilshire 5000 Index Fund Summary Prospectus

Wilshire Global Allocation Fund Summary Prospectus

CUSIP: 97200P869

Wilshire Global Allocation Fund Summary Prospectus

Wilshire International Equity Fund Summary Prospectus

WLCTX, WLTTX

Wilshire International Equity Fund Summary Prospectus

Wilshire Large Company Growth Portfolio Summary Prospectus

DTLGX, WLCGX

Wilshire Large Company Growth Portfolio Summary Prospectus

Wilshire Small Company Growth Portfolio Summary Prospectus

DTSGX, WSMGX

Wilshire Small Company Growth Portfolio Summary Prospectus

Wilshire Variable Insurance Trust Funds Prospectus

CUSIP: 97200P872

Wilshire Variable Insurance Trust Funds Prospectus

Statement of Additional Information - Wilshire Variable Insurance Trust Funds

CUSIP: 97200P869

Statement of Additional Information - Wilshire Variable Insurance Trust Funds

Financial Reports - Wilshire Variable Insurance Trust Annual Report

CUSIP: 97200P876

Financial Reports - Wilshire Variable Insurance Trust Annual Report

Financial Reports - Wilshire Mutual Funds Annual Report

WIORX, WIOPX WFIVX, WINDX DTSVX, WSMVX DTSGX, WSMGX DTLVX, WLCVX DTLGX, WLCGX WLCTX, WLTTX

Financial Reports - Wilshire Mutual Funds Annual Report

Information Statement - Wilshire Large Company Value Information Statement, 2/2/22

DTLVX, WLCVX

Information Statement - Wilshire Large Company Value Information Statement, 2/2/22

Information Statement - Wilshire Large Company Growth Information Statement, 2/2/22

DTLGX, WLCGX

Information Statement - Wilshire Large Company Growth Information Statement, 2/2/22

Information Statement - Wilshire Small Company Growth Information Statement, 2/2/22

WLCTX, WLTTX

Information Statement - Wilshire Small Company Growth Information Statement, 2/2/22

IRA Disclosure Statement

Schedule of Investments – Wilshire 5000 Index Fund – 9/30/21

WFIVX, WINDX

Schedule of Investments – Wilshire 5000 Index Fund – 9/30/21

Schedule of Investments – Wilshire Global Allocation Fund – 9/30/21

CUSIP: 97200P869

Schedule of Investments – Wilshire Global Allocation Fund – 9/30/21

Schedule of Investments – Wilshire Small Company Value Portfolio – 9/30/21

DTSVX, WSMVX

Schedule of Investments – Wilshire Small Company Value Portfolio – 9/30/21

Schedule of Investments – Wilshire Large Company Value Portfolio – 9/30/21

DTLVX, WLCVX

Schedule of Investments – Wilshire Large Company Value Portfolio – 9/30/21

Schedule of Investments – Wilshire Small Company Growth Portfolio – 9/30/21

DTSGX, WSMGX

Schedule of Investments – Wilshire Small Company Growth Portfolio – 9/30/21

Schedule of Investments – Wilshire Income Opportunities Fund – 9/30/21

WIORX, WIOPX

Schedule of Investments – Wilshire Income Opportunities Fund – 9/30/21

Schedule of Investments – Wilshire Large Company Growth Portfolio – 9/30/21

DTLGX, WLCGX

Schedule of Investments – Wilshire Large Company Growth Portfolio – 9/30/21

Schedule of Investments – Wilshire International Equity Fund – 9/30/21

WLCTX, WLTTX

Schedule of Investments – Wilshire International Equity Fund – 9/30/21

Capital Gains - Wilshire Global Allocation Fund Distribution Estimates 10/13/21

CUSIP: 97200P869

Capital Gains - Wilshire Global Allocation Fund Distribution Estimates 10/13/21

Financial Reports - Wilshire Mutual Funds Semi-Annual Report 6/30/21

WIORX, WIOPX WFIVX, WINDX DTSVX, WSMVX DTSGX, WSMGX DTLVX, WLCVX DTLGX, WLCGX WLCTX, WLTTX

Financial Reports - Wilshire Mutual Funds Semi-Annual Report 6/30/21

Statement of Additional Information - Wilshire Variable Insurance Trust Funds Statement of Additional Information 4/30/21

CUSIP: 97200P869

Statement of Additional Information - Wilshire Variable Insurance Trust Funds Statement of Additional Information 4/30/21

Holdings - Wilshire Small Company Value Portfolio Schedule of Investments 3/31/21

DTSVX, WSMVX

Holdings - Wilshire Small Company Value Portfolio Schedule of Investments 3/31/21

Holdings - Wilshire 5000 Index Fund Schedule of Investments 3/31/21

WFIVX, WINDX

Holdings - Wilshire 5000 Index Fund Schedule of Investments 3/31/21

Holdings - Wilshire Global Allocation Fund Schedule of Investments 3/31/21

CUSIP: 97200P869

Holdings - Wilshire Global Allocation Fund Schedule of Investments 3/31/21

Holdings - Wilshire Small Company Growth Portfolio Schedule of Investments 3/31/21

DTSGX, WSMGX

Holdings - Wilshire Small Company Growth Portfolio Schedule of Investments 3/31/21

Holdings - Wilshire Large Company Growth Portfolio Schedule of Investments 3/31/21

DTLGX, WLCGX

Holdings - Wilshire Large Company Growth Portfolio Schedule of Investments 3/31/21

Holdings - Wilshire International Equity Fund Schedule of Investments 3/31/21

WLCTX, WLTTX

Holdings - Wilshire International Equity Fund Schedule of Investments 3/31/21

Holdings - Wilshire Income Opportunities Fund Schedule of Investments 3/31/21

WIORX, WIOPX

Holdings - Wilshire Income Opportunities Fund Schedule of Investments 3/31/21

Holdings - Wilshire Large Company Value Portfolio Schedule of Investments 3/31/21

DTLVX, WLCVX

Holdings - Wilshire Large Company Value Portfolio Schedule of Investments 3/31/21

Financial Reports - Wilshire Mutual Funds Annual Report 12/31/20

WIORX, WIOPX WFIVX, WINDX DTSVX, WSMVX DTSGX, WSMGX DTLVX, WLCVX DTLGX, WLCGX WLCTX, WLTTX

Financial Reports - Wilshire Mutual Funds Annual Report 12/31/20

Form 8937/Section 6045B Reporting - Form 8937 Wilshire Mutual Funds Inc. – Wilshire International Equity Fund

WLCTX, WLTTX

Form 8937/Section 6045B Reporting - Form 8937 Wilshire Mutual Funds Inc. – Wilshire International Equity Fund

2020 Tax Supplement - Wilshire Tax Insert 2020

WIORX, WIOPX WFIVX, WINDX DTSVX, WSMVX DTSGX, WSMGX DTLVX, WLCVX DTLGX, WLCGX WLCTX, WLTTX

2020 Tax Supplement - Wilshire Tax Insert 2020

Tax Supplement - Wilshire Tax Insert 2021

WIORX, WIOPX WFIVX, WINDX DTSVX, WSMVX DTSGX, WSMGX DTLVX, WLCVX DTLGX, WLCGX WLCTX, WLTTX

Tax Supplement - Wilshire Tax Insert 2021

Managed Portfolios literature

Wilshire Active Equity Income Portfolio Fact Sheet

Wilshire Active Income Portfolios Monthly Market Commentary

Wilshire Active Income Portfolio Fact Sheet

Wilshire Active Tax Free Income Portfolio Fact Sheet

Wilshire Active Income Portfolio Fact Sheet (OPS)

Wilshire Active Income Portfolio Fact Sheet (TD)

Wilshire Active Income Portfolio Fact Sheet (FDIC)

Wilshire Active Tax Free Income Portfolio Fact Sheet (OPS)

Wilshire Active Tax Free Income Portfolio Fact Sheet (TD)

Wilshire Active Tax Free Income Portfolio Fact Sheet (FDIC)

Wilshire Diversified Alternatives Portfolio Fact Sheet

Wilshire ESG Portfolios Fact Sheet

Wilshire Global ETF Allocation Portfolios Fact Sheet

Wilshire Hybrid ETF Tax Sensitive Portfolios Fact Sheet

Wilshire Investor Portfolios Fact Sheet

Wilshire Premier Allocation Portfolios Fact Sheet (TD)

Wilshire Premier Allocation Tax Sensitive Portfolios Fact Sheet (Fidelity)

Wilshire Premier Allocation Portfolios Fact Sheet (Fidelity)

Wilshire Premier Allocation Portfolios Fact Sheet (Pershing)

Wilshire Premier Allocation Tax Sensitive Portfolios Fact Sheet (Pershing)

Wilshire Premier+ Allocation Portfolios Fact Sheet (Fidelity)

Wilshire Premier+ Allocation Portfolios Fact Sheet (Pershing)

Wilshire Premier Allocation Portfolios Fact Sheet

Wilshire Premier Allocation Tax Sensitive Portfolios Fact Sheet

Wilshire Premier+ Allocation Portfolios Fact Sheet

Wilshire Premier Allocation Portfolios Fact Sheet (OPS)

Wilshire Premier Allocation Tax Sensitive Portfolios Fact Sheet (OPS)

Wilshire Active Income Portfolios Monthly Performance Report

Wilshire Diversified Alternatives Portfolio Commentary - Second Quarter 2022

Wilshire Premier Allocation Tax Sensitive Portfolios Fact Sheet (TD)

Wilshire Managed Portfolios Monthly Performance Report (Envestnet)

Wilshire Active Income Portfolio Rebalance Summary - Third Quarter 2021

Wilshire Active Income Portfolio Rebalance Summary (TD) - Third Quarter 2021

Wilshire Premier Allocation Portfolios Rebalance Summary (Pershing) - Third Quarter 2021

Wilshire Premier Allocation Portfolios Rebalance Summary (TD)

Wilshire Active Income Performance Report - September 2021

Wilshire Global ETF Allocation Portfolios Rebalance Summary

Wilshire Hybrid ETF Tax Sensitive Allocation Portfolios Rebalance Summary

Wilshire Premier Allocation Portfolios Rebalance Summary (Fidelity)

Wilshire Premier+ Allocation Portfolios Rebalance Summary (Fidelity)

Wilshire Diversified Alternatives Portfolio Fact Sheet (FTJ)

Wilshire Global ETF Allocation Portfolios Fact Sheet (OPS)

Wilshire Diversified Alternatives Portfolio Commentary

Wilshire Hybrid ETF Tax Sensitive Portfolios Fact Sheet (W&R)

Wilshire Active Income Performance Report

Prospectuses

Wilshire Mutual Funds Prospectus

WIORX, WIOPX WFIVX, WINDX DTSVX, WSMVX DTSGX, WSMGX DTLVX, WLCVX DTLGX, WLCGX WLCTX, WLTTX

Wilshire Mutual Funds Prospectus

Wilshire Large Company Value Portfolio Summary Prospectus

DTLVX, WLCVX

Wilshire Large Company Value Portfolio Summary Prospectus

Wilshire Income Opportunities Fund Summary Prospectus

WIORX, WIOPX

Wilshire Income Opportunities Fund Summary Prospectus

Wilshire Small Company Value Portfolio Summary Prospectus

DTSVX, WSMVX

Wilshire Small Company Value Portfolio Summary Prospectus

Wilshire 5000 Index Fund Summary Prospectus

WFIVX, WINDX

Wilshire 5000 Index Fund Summary Prospectus

Wilshire Global Allocation Fund Summary Prospectus

CUSIP: 97200P869

Wilshire Global Allocation Fund Summary Prospectus

Wilshire International Equity Fund Summary Prospectus

WLCTX, WLTTX

Wilshire International Equity Fund Summary Prospectus

Wilshire Large Company Growth Portfolio Summary Prospectus

DTLGX, WLCGX

Wilshire Large Company Growth Portfolio Summary Prospectus

Wilshire Variable Insurance Trust Funds Prospectus

CUSIP: 97200P872

Wilshire Variable Insurance Trust Funds Prospectus

White papers

2022 Report on City & County Retirement Systems: Funding Levels and Asset Allocations

European Venture Capital Landscape

The Role of Alternatives: Multi-Level Diversification Across the Liquidity Spectrum

The Value of Diversification

2022 Report on Corporate Pensions: Funding Levels and Asset Allocations

Private European Real Estate

Market and Economic Research: Nothing Comfortable is Profitable

2022 Report on State Retirement Systems: Funding Levels and Asset Allocations

2021 Active Management Review

Managing through Market Drawdowns: In Case of Drawdown, Break Glass

Private Equity in Korea

Managing through Market Drawdowns: In Case of Drawdown, Break Glass

Brexit: New Beginnings

Resilient Tech Trends in Europe

Resilience Within U.S. Private Markets Amidst the Global Pandemic

Navigating Larger and More Frequent Funds

Co-Investments: The Road to Outperformance?

2021 Report on Corporate Pensions: Funding Levels and Asset Allocations

Monitoring the Impact of Growing Government Debt on the Fixed Income Market

Yearend Memo: 2020 Hindsight & the Road Ahead

Time Is On My Side: Taking Full Advantage of the Institutional Investment Horizon

The Investor’s Challenge: “Runnin’ Against the Wind”

The Bear Cub Market of 2020: Blink and You Missed It

China Venture Capital Market and Exit Environment

The Heightened Importance of Manager Research in These Volatile Times

2020 Active Management Review

The Investor’s Challenge: Nominal Bonds: “Running on Empty”

Alternative Income Strategies: One Possible Antidote to the Investor’s Challenge

2021 Report on State Retirement Systems: Funding Levels and Asset Allocations

Diverse Owned Manager Initiative: 2020 in Review

An Integrated Approach to Investing in Marketable Alternatives

Wilshire Pension Funding Relief Update: American Rescue Plan Act of 2021

Energy Markets & Conventional Energy Investing Update

Digital Assets: Potential Roles and Risks in Institutional Portfolios

Staying Focused on Long-Term Investment Goals: The Institutional Approach

2021 Report on City & County Retirement Systems: Funding Levels and Asset Allocations

The Value of Diversification 2021

Market Insight: The Worst Investment Timing March 2020

Market Insight: This is Not Another Coronavirus Letter March 2020

Where's the "F" in ESG?

Private Equity in a Higher Inflation, Rising Interest Rate Environment

Webinars

Monday Market Flash - October 3, 2022

Monday Market Flash - September 26, 2022

Monday Market Flash - September 19, 2022

Monday Market Flash - September 12, 2022

What's Trending in the Defined Contribution Marketplace?

Wilshire Liquid Alternatives Industry Monitor - Q2 2022

Second Quarter 2022 Market Update Webinar Replay

Quarterly Economic/Market Update & Outlook Webinar

Quarterly Economic/Market Update & Outlook Webinar – Q2 2022

Asset Allocation Overview

Wilshire Liquid Alternatives Industry Monitor - Q1 2022

First Quarter 2022 Market Update Webinar Replay

Quarterly Economic/Market Update & Outlook Webinar - Q1 2022

Quarterly Economic/Market Update & Outlook Webinar – Q4 2021

Wilshire Liquid Alternatives Industry Monitor Q3 2021

Quarterly Economic/Market Update & Outlook Webinar – Q3 2021

Third Quarter 2021 Market Update Webinar Replay

Quarterly Economic/Market Update & Outlook Webinar – Q2 2021

Second Quarter Market Update 2021

Wilshire Quarterly Market Commentary Q2 2021

Wilshire Market Flash Feature: Liquid Alts Q1 2021

Wilshire Liquid Alternatives Industry Monitor Q1 2021

Quarterly Economic/Market Update & Outlook Webinar – Q1 2021

First Quarter Market Update 2021

Wilshire Quarterly Market Commentary Q1 2021

Wilshire Liquid Alternatives Industry Monitor Q4 2020

Wilshire Premier Allocation & Premier+ Allocation Portfolios 2020 Year in Review Webinar - Replay January 2021

Fourth Quarter Market Update 2020

Wilshire Quarterly Market Commentary Q4 2020

Wilshire Market Flash Feature: Liquid Alts Q3 2020

Wilshire Active Income Portfolios Webinar Replay November 2020

Wilshire Liquid Alternatives Industry Monitor Q3 2020

Third Quarter Market Update 2020

Wilshire Quarterly Market Commentary Q3 2020

Wilshire Market Flash Feature: Liquid Alts Q2 2020

Wilshire Liquid Alternatives Industry Monitor Q2 2020

Wilshire Market Flash Feature: Liquid Alts Q4 2020

Fourth Quarter 2021 Review & 2022 Outlook Webinar Replay

Commentary

Monday Market Flash - October 3, 2022

Wilshire Quarterly Market Commentary — Third Quarter 2022

Wilshire Alternatives Research Newsletter – Second Quarter 2022

Wilshire Liquid Alternative Index news release August 2022

Monday Market Flash - September 26, 2022

Monday Market Flash - September 19, 2022

Monday Market Flash - September 12, 2022

Wilshire Monthly Market Commentary - August 2022

US Corporate Pension Plans Funding Status - August 2022

FTW5000

US Corporate Pension Plans Funding Status - August 2022

Wilshire Liquid Alternative Index news release July 2022

Wilshire Liquid Alternatives Industry Monitor - Q2 2022

Wilshire Investment Strategy Update - Third Quarter 2022

Wilshire Monthly Market Commentary - July 2022

US Corporate Pension Plans Funding Status - July 2022

FTW5000

US Corporate Pension Plans Funding Status - July 2022

Second Quarter 2022 Market Update Webinar Replay

Quarterly Economic/Market Update & Outlook Webinar

Quarterly Economic/Market Update & Outlook Webinar – Q2 2022

Wilshire Liquid Alternative Index news release June 2022

Wilshire Quarterly Market Commentary — Second Quarter 2022

US Corporate Pension Plans Funding Status - June 2022

FTW5000

US Corporate Pension Plans Funding Status - June 2022

Wilshire Alternatives Research Newsletter – First Quarter 2022

Wilshire Monthly Market Commentary - May 2022

US Corporate Pension Plans Funding Status - May 2022

FTW5000

US Corporate Pension Plans Funding Status - May 2022

Wilshire Liquid Alternative Index news release April 2022

US Corporate Pension Plans Funding Status - April 2022

FTW5000

US Corporate Pension Plans Funding Status - April 2022

Wilshire Liquid Alternatives Industry Monitor - Q1 2022

First Quarter 2022 US State Pension Plans Funding Status

FTW5000

First Quarter 2022 US State Pension Plans Funding Status

First Quarter 2022 Market Update Webinar Replay

Quarterly Economic/Market Update & Outlook Webinar - Q1 2022

FT Wilshire 5000 news release March 2022

FTW5000

FT Wilshire 5000 news release March 2022

US Corporate Pension Plans Funding Status - March 2022

FTW5000

US Corporate Pension Plans Funding Status - March 2022

US Corporate Pension Plans Funding Status - February 2022

FTW5000

US Corporate Pension Plans Funding Status - February 2022

Wilshire Monthly Market Commentary - January 2022

Wilshire Investment Strategy Update - First Quarter 2022

FT Wilshire 5000 news release January 2022

FTW5000

FT Wilshire 5000 news release January 2022

US Corporate Pension Plans Funding Status - January 2022

FTW5000

US Corporate Pension Plans Funding Status - January 2022

Quarterly Economic/Market Update & Outlook Webinar – Q4 2021

Fourth Quarter 2021 US State Pension Plans Funding Status

FTW5000

Fourth Quarter 2021 US State Pension Plans Funding Status

Wilshire Quarterly Market Commentary — Fourth Quarter 2021

Wilshire Liquid Alternative Index news release November

Wilshire Monthly Market Commentary - November 2021

Wilshire Pension Funding Relief Update: American Rescue Plan Act of 2021

Wilshire Alternatives Research Newsletter – Third Quarter 2021

US Corporate Pension Plans Funding Status - November 2021

FTW5000

US Corporate Pension Plans Funding Status - November 2021

FT Wilshire 5000 news release December 2021

FTW5000

FT Wilshire 5000 news release December 2021

Wilshire Liquid Alternative Index news release October

Wilshire Investment Strategy Update - Fourth Quarter 2021

Wilshire Trust Universe Comparison Service news release Q3 2021

FT Wilshire 5000 news release October 2021

FTW5000

FT Wilshire 5000 news release October 2021

US Corporate Pension Plans Funding Status - October 2021

FTW5000

US Corporate Pension Plans Funding Status - October 2021

Wilshire Liquid Alternatives Industry Monitor Q3 2021

Quarterly Economic/Market Update & Outlook Webinar – Q3 2021

Wilshire Liquid Alternative Index news release September and Q3 2021

Third Quarter 2021 Market Update Webinar Replay

FT Wilshire 5000 news release September 2021

FTW5000

FT Wilshire 5000 news release September 2021

Wilshire Liquid Alternative Index news release August 2021

FT Wilshire 5000 news release August 2021

FTW5000

FT Wilshire 5000 news release August 2021

Wilshire Monthly Market Commentary August 2021

Wilshire Liquid Alternative Index news release July 2021

Wilshire Investment Strategy Update Q3 2021

Wilshire Trust Universe Comparison Service news release Q2 2021

Wilshire Monthly Market Commentary July 2021

FT Wilshire 5000 news release July 2021

FTW5000

FT Wilshire 5000 news release July 2021

Quarterly Economic/Market Update & Outlook Webinar – Q2 2021

Second Quarter Market Update 2021

Wilshire Quarterly Market Commentary Q2 2021

FT Wilshire 5000 news release June 2021

FTW5000

FT Wilshire 5000 news release June 2021

Wilshire Monthly Market Commentary May 2021

Wilshire 5000 news release May 2021

FTW5000

Wilshire 5000 news release May 2021

Wilshire Liquid Alternative Index news release April 2021

Wilshire Market Flash Feature: Liquid Alts Q1 2021

Wilshire Liquid Alternatives Industry Monitor Q1 2021

Wilshire Monthly Market Commentary April 2021

Wilshire Trust Universe Comparison Service news release Q1 2021

Wilshire 5000 news release April 2021

FTW5000

Wilshire 5000 news release April 2021

Quarterly Economic/Market Update & Outlook Webinar – Q1 2021

Wilshire Liquid Alternative Index news release March 2021

Wilshire Investment Strategy Update Q2 2021

First Quarter Market Update 2021

Wilshire Quarterly Market Commentary Q1 2021

Wilshire Liquid Alternative Index news release February 2021

Wilshire Monthly Market Commentary February 2021

Wilshire Liquid Alternative Index news release January 2021

Wilshire Trust Universe Comparison Service news release Q4 2020

Wilshire Liquid Alternatives Industry Monitor Q4 2020

Wilshire Monthly Market Commentary January 2021

Wilshire Investment Strategy Update January 2021

Wilshire Premier Allocation & Premier+ Allocation Portfolios 2020 Year in Review Webinar - Replay January 2021

Fourth Quarter Market Update 2020

Wilshire Liquid Alternative Index news release December 2020

Wilshire Quarterly Market Commentary Q4 2020

Wilshire Liquid Alternative Index news release November 2020

Wilshire Monthly Market Commentary November 2020

Wilshire 5000 news release November 2020

FTW5000

Wilshire 5000 news release November 2020

Wilshire Market Flash Feature: Liquid Alts Q3 2020

Wilshire Active Income Portfolios Webinar Replay November 2020

Wilshire Liquid Alternative Index news release October 2020

Wilshire Monthly Market Commentary October 2020

Wilshire Trust Universe Comparison Service news release Q3 2020

Wilshire 5000 news release October 2020

FTW5000

Wilshire 5000 news release October 2020

Videos

Monday Market Flash - October 3, 2022

Watch video

Monday Market Flash - September 26, 2022

Watch video

Monday Market Flash - September 19, 2022

Watch video

Monday Market Flash - September 12, 2022

Watch video

Second Quarter 2022 Market Update Webinar Replay

Watch video

Quarterly Economic/Market Update & Outlook Webinar

Watch video

Quarterly Economic/Market Update & Outlook Webinar – Q2 2022

Watch video

Asset Allocation Overview

Watch video

First Quarter 2022 Market Update Webinar Replay

Watch video

Quarterly Economic/Market Update & Outlook Webinar - Q1 2022

Watch video

Quarterly Economic/Market Update & Outlook Webinar – Q4 2021

Watch video

Quarterly Economic/Market Update & Outlook Webinar – Q3 2021

Watch video

Third Quarter 2021 Market Update Webinar Replay

Watch video

Quarterly Economic/Market Update & Outlook Webinar – Q2 2021

Watch video

Second Quarter Market Update 2021

Watch video

Wilshire Quarterly Market Commentary Q2 2021

Watch video

Wilshire Market Flash Feature: Liquid Alts Q1 2021

Watch video

Quarterly Economic/Market Update & Outlook Webinar – Q1 2021

Watch video

First Quarter Market Update 2021

Watch video

Wilshire Quarterly Market Commentary Q1 2021

Watch video

Wilshire Premier Allocation & Premier+ Allocation Portfolios 2020 Year in Review Webinar - Replay January 2021

Watch video

Fourth Quarter Market Update 2020

Watch video

Wilshire Quarterly Market Commentary Q4 2020

Watch video

Wilshire Market Flash Feature: Liquid Alts Q3 2020

Watch video

Third Quarter Market Update 2020

Watch video

Wilshire Market Flash Feature: Liquid Alts Q2 2020

Watch video

Wilshire Market Flash Feature: Liquid Alts Q4 2020

Watch video

Fourth Quarter 2021 Review & 2022 Outlook Webinar Replay

Watch video

FT Wilshire Global Equity Market Series

FT Wilshire Emerging Markets Index Series

FT Wilshire Developed Markets Index Series

FT Wilshire US Large Pure Single Factor Index

FT Wilshire US Large Minimum Variance Index

FT Wilshire US Equity Index Series

FT Wilshire XRP/Ripple Blended Price Index

FT Wilshire Tron Blended Price Index

FT Wilshire Synthetic Blended Price Index

FT Wilshire Sushi Blended Price Index

FT Wilshire Skale Network Blended Price Index

FT Wilshire Sandbox Blended Price Index

FT Wilshire Ren Blended Price Index

FT Wilshire Ox Blended Price Index

FT Wilshire OMG NetworkBlended Price Index

FT Wilshire Mirror Protocol Blended Price Index

FT Wilshire Luna Classic Blended Price Index

FT Wilshire Livepeer Blended Price Index

FT Wilshire Kyber Network Crystal Blended Price Index

FT Wilshire Internet Computer Protocol Blended Price Index

FT Wilshire Gala Blended Price Index

FT Wilshire Fetch.AI Blended Price Index

FT Wilshire Ethereum Classic Blended Price Index

FT Wilshire Enzyme Blended Price Index

FT Wilshire Enjin Coin Blended Price Index

FT Wilshire Decentraland Blended Price Index

FT Wilshire Chiliz Blended Price Index

FT Wilshire Bancor Network Token Blended Price Index

FT Wilshire Axie Infinity Blended Price Index

FT Wilshire Large Coin Ex Meme Digital Asset Index

FT Wilshire Smart Contract Platforms Index

FT Wilshire Decentralized Finance Index

FT Wilshire Environmentally Focused Index

FT Wilshire Bitcoin Ethereum Index

FT Wilshire Top 5 Ex Bitcoin Index

FT Wilshire Top 5 Digital Assets Index

FT Wilshire Yearn Finance Blended Price Index

FT Wilshire USD Coin Blended Price Index

FT Wilshire Uniswap Blended Price Index

FT Wilshire Tezos Blended Price Index

FT Wilshire Stellar Blended Price Index

FT Wilshire Spell Token Blended Price Index

FT Wilshire Solana Blended Price Index

FT Wilshire Polygon Blended Price Index

FT Wilshire Polkadot Blended Price Index

FT Wilshire Perpetual Blended Price Index

FT Wilshire PAX Gold Blended Price Index

FT Wilshire Maker Blended Price Index

FT Wilshire Loopring Blended Price Index

FT Wilshire Litecoin Blended Price Index

FT Wilshire Fantom Blended Price Index

FT Wilshire Ethereum Blended Price Index

FT Wilshire EOS Blended Price Index

FT Wilshire Dogecoin Blended Price Index

FT Wilshire Curve Blended Price Index

FT Wilshire Cosmos Blended Price Index

FT Wilshire Compound Blended Price Index

FT Wilshire Chainlink Blended Price Index

FT Wilshire Cardano Blended Price Index

FT Wilshire Bitcoin Cash Blended Price Index

FT Wilshire Bitcoin Blended Price Index

FT Wilshire Balancer Blended Price Index

FT Wilshire Avalanche Blended Price Index

FT Wilshire Amp Blended Price Index

FT Wilshire Algorand Blended Price Index

FT Wilshire Aave Blended Price Index

FT Wilshire 1Inch Blended Price Index

FT Wilshire Small Cap Value Index

FT Wilshire Small Cap Growth Index

FT Wilshire Large Cap Value Index

FT Wilshire Large Cap Growth Index

FT Wilshire US Large Pure Beta Index

FT Wilshire US Large Pure Momentum Index

FT Wilshire US Large 5-Factor Index

FT Wilshire US Large 4 Factor Beta Neutral Index

FT Wilshire US Large Pure Quality Index

FT Wilshire US Large Pure Value Index

FT Wilshire US Large Pure Size Index

FT Wilshire US Large Minimum Variance Index

FT Wilshire US Large NxtGen ML Index

Climate Change 1.5C Target Index

FT Wilshire Litecoin Blended Price Index

FT Wilshire Solana Blended Price Index

FT Wilshire Uniswap Protocol Blended Price Index

FT Wilshire Bitcoin Cash Blended Price Index

FT Wilshire Chainlink Blended Price Index

FT Wilshire Polkadot Blended Price Index

FT Wilshire Dogecoin Blended Price Index

FT Wilshire Cardano Blended Price Index

FT Wilshire Ethereum Blended Price Index

FT Wilshire Bitcoin and Ethereum Digital Asset Index

FT Wilshire Top 5 ex Bitcoin Digital Assets Index

FT Wilshire Top 5 Digital Assets Index

FT Wilshire Bitcoin Blended Price Index

Wilshire 2500 Value

Wilshire 2500 Growth

Wilshire 2500

Wilshire 4500 Completion

Wilshire US Micro Cap

Peer Analysis

Performance Measurement

Fixed Income Analytics

Outsourced CIO Services

Solutions

Discretionary Management

Wilshire Managed Portfolios

Wilshire Mutual Funds

Erisa

Advisory Services for Financial Professionals

Consulting Services for Institutional Investors

Consulting and Advisory

Wilshire Managed Portfolios

Wilshire Income Opportunities Fund

Wilshire Global Allocation Fund

Wilshire Large Company Growth Portfolio

Wilshire Large Company Value Portfolio

Wilshire Small Company Growth Portfolio

Wilshire Small Company Value Portfolio

Wilshire International Equity Fund

Wilshire 5000 Index Fund

Wilshire Diversified Alternatives Portfolio

Wilshire Active Equity Income Portfolio

Wilshire Active Tax Free Income Portfolio

Wilshire Active Income Portfolio

Wilshire Investor Portfolios

Wilshire ESG Portfolios

Wilshire Hybrid ETF Tax Sensitive Portfolios

Wilshire Global ETF Allocation Portfolios

Wilshire Premier+ Allocation Portfolios

Wilshire Premier Allocation Tax Sensitive Portfolios

Wilshire Premier Allocation Portfolios

Resources and Forms

Download and view index and fund fact sheets, methodologies and other literature. You can also search for updates or commentary on specific products and services.

Fact sheets

Index literature

Methodologies

Rulebooks

Mutual Fund literature

Managed Portfolios literature

Prospectuses

White papers

Webinars

Commentary

Videos

We’re here to help