Wilshire Associates Inc Portfolio Holdings
Q3 2025•7 long positions•$38.6M portfolio value
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Holding7 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Financial - Mortgages Financial Services | $17.0M 43.95% | +$16.9M Bought | 2.64% 5.5M shares | 27.7K → 5.5M +$16.9M | +19,825.17% | $642.8M Small Cap | Q4 2021 Held for 3y 11m | |
Biotechnology Healthcare | $10.7M 27.71% | +$10.7M Bought | 7.36% 8.5M shares | — | — | $145.3M Micro Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.3M 11.09% | -$239.1K Sold | — 49.0K shares | 51.7K → 49.0K −$239.1K | -5.29% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.4M 6.25% | +$1.2M Bought | — 24.0K shares | 12.1K → 24.0K +$1.2M | +99.01% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.8M 4.75% | -$1.5M Sold | — 15.4K shares | 28.1K → 15.4K −$1.5M | -45.13% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $1.8M 4.67% | — | — 34.0K shares | — | — | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $610.7K 1.58% | -$90.2K Sold | — 9.3K shares | 10.6K → 9.3K −$90.2K | -12.87% | — — | Q4 2016 Held for 8y 11m |
