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WILSHIRE MUTUAL FUNDS INC

CIK: 0000890453 Equity
Report date: 2026-02-27
AUM $185M
Expense Ratio
Category Equity
State
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-02-27

About this Fund

Wilshire Mutual Funds Inc is a renowned asset management company that specializes in providing a broad range of mutual fund products to cater to the diverse investment needs of its clients. With a strong commitment to delivering exceptional wealth management solutions, the company has established itself as a trusted partner for investors seeking to grow their portfolios through strategic investment strategies. Wilshire Mutual Funds Inc offers a comprehensive suite of mutual funds, including equity, debt, hybrid, and money market funds, each carefully designed to meet the unique objectives and risk tolerance of its investors. The company's equity funds, for instance, are geared towards investors seeking long-term capital appreciation, while its debt funds focus on generating regular income through investments in high-quality fixed-income securities. Hybrid funds, on the other hand, provide a balanced approach by combining the benefits of both equity and debt investments, making them an attractive option for investors seeking to diversify their portfolios. The company's investment approach is centered on a rigorous research process, backed by a team of experienced portfolio managers and analysts who work tirelessly to identify opportunities that can deliver consistent returns over the long term. Wilshire Mutual Funds Inc's investor-focused approach is evident in its Systematic Investment Plan (SIP) facility, which enables investors to invest a fixed amount of money at regular intervals, thereby helping them to average out market fluctuations and benefit from the power of compounding. By offering a range of investment options and a disciplined investment methodology, the company has been able to attract a loyal base of investors who appreciate its commitment to transparency, accountability, and performance. Wilshire Mutual Funds Inc's key strengths lie in its ability to provide customized wealth management solutions, its robust risk management framework, and its unwavering dedication to delivering exceptional customer service. As a result, investors trust the company to manage their hard-earned money, knowing that their investments are in the hands of experienced professionals who are passionate about helping them achieve their financial goals. With its strong foundation in asset management and investment expertise, Wilshire Mutual Funds Inc has established itself as a leading player in the mutual fund industry, and its continued focus on innovation, quality, and customer satisfaction is expected to drive its growth and success in the years to come. By leveraging its expertise and experience, the company aims to empower investors to make informed investment decisions, navigate complex market conditions, and ultimately achieve their long-term financial objectives.

Holdings

From latest SEC N-PORT filing · US-listed stocks only

179 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 GTN-A GRAY MEDIA INC Since 2026-05-10 389375AN6 Debt
0.01%
$0.02 15,000
2 GTN-A GRAY MEDIA INC Since 2026-05-10 389375AP1 Debt
0.01%
$0.01 15,000
3 MAR MARRIOTT INTERNATIONAL Since 2026-05-10 571903BQ5 Debt
0.02%
$0.04 36,000
4 MAR MARRIOTT INTERNATIONAL Since 2026-05-10 571903BW2 Debt
0.02%
$0.04 36,000
5 RCL ROYAL CARIBBEAN CRUISES Since 2026-05-10 780153BV3 Debt
0.12%
$0.22 215,000
6 RCL ROYAL CARIBBEAN CRUISES Since 2026-05-10 78017TAB9 Debt
0.02%
$0.03 31,000
7 RPRX ROYALTY PHARMA PLC Since 2026-05-10 78081BAQ6 Debt
0.02%
$0.03 33,000
8 RPRX ROYALTY PHARMA PLC Since 2026-05-10 78081BAV5 Debt
0.01%
$0.02 22,000
9 STWD STARWOOD PROPERTY TRUST Since 2026-05-10 85571BBF1 Debt
0.01%
$0.03 25,000
10 GPN GLOBAL PAYMENTS INC Since 2026-05-10 37940XAY8 Debt
0.01%
$0.02 18,000
11 HSBC HSBC HOLDINGS PLC Since 2026-05-10 404280EV7 Debt
0.11%
$0.21 200,000
12 HSBC HSBC HOLDINGS PLC Since 2026-05-10 404280EZ8 Debt
0.13%
$0.24 235,000
13 KGS KODIAK GAS SERVICES LLC Since 2026-05-10 50012LAD6 Debt
0.01%
$0.01 10,000
14 KGS KODIAK GAS SERVICES LLC Since 2026-05-10 50012LAE4 Debt
0.01%
$0.01 10,000
15 KD KYNDRYL HOLDINGS INC Since 2026-05-10 50155QAM2 Debt
0.04%
$0.07 87,000
16 MSCI MSCI INC Since 2026-05-10 55354GAK6 Debt
0.08%
$0.15 160,000
17 MSI MOTOROLA SOLUTIONS INC Since 2026-05-10 620076CB3 Debt
0.02%
$0.03 30,000
18 GEN GEN DIGITAL INC Since 2026-05-10 66877AAG3 LON
0.03%
$0.06 54,862
19 OPLN OPENLANE INC Since 2026-05-10 68373AAD5 LON
0.02%
$0.04 45,000
20 ABBV ABBVIE INC Since 2026-05-10 00287YAS8 Debt
0.03%
$0.06 65,000
21 CLF CLEVELAND-CLIFFS INC Since 2026-05-10 18589GAA3 Debt
0.08%
$0.14 135,000
22 ACM AECOM Since 2026-05-10 00766TAE0 Debt
0.09%
$0.17 170,000
23 AMD ADVANCED MICRO DEVICES Since 2026-05-10 007903BJ5 Debt
0.02%
$0.04 37,000
24 ECL ECOLAB INC Since 2026-05-10 278865BQ2 Debt
0.04%
$0.07 74,000
25 CACI CACI INTERNATIONAL INC Since 2026-05-10 127190AE6 Debt
0.05%
$0.09 85,000
26 DTM DT MIDSTREAM INC Since 2026-05-10 23345MAA5 Debt
0.01%
$0.02 20,000
27 ENR ENERGIZER HOLDINGS INC Since 2026-05-10 29272WAG4 Debt
0.01%
$0.01 15,000
28 BUSE FIRST BUSEY CORPORATION Since 2026-05-10 319383600 Equity (Preferred)
0.07%
$0.13 4,950
29 FFBC FIRST FINANCIAL BANCORP Since 2026-05-10 320209AC3 Debt
0.05%
$0.10 100,000
30 FISV FISERV INC Since 2026-05-10 337738BJ6 Debt
0.03%
$0.06 55,000
31 FISV FISERV INC Since 2026-05-10 337738BL1 Debt
0.03%
$0.06 63,000
32 FE FIRSTENERGY CORP Since 2026-05-10 337932AU1 Debt
0.10%
$0.18 170,000
33 FSBC FIVE STAR BANCORP Since 2026-05-10 33830TAC7 Debt
0.03%
$0.05 50,000
34 FLEX FLEX LTD Since 2026-05-10 33938XAG0 Debt
0.01%
$0.02 19,000
35 FLO FLOWERS FOODS INC Since 2026-05-10 343498AD3 Debt
0.02%
$0.04 36,000
36 F FORD MOTOR COMPANY Since 2026-05-10 345370DA5 Debt
0.13%
$0.24 270,000
37 FLL FULL HOUSE RESORTS INC Since 2026-05-10 359678AC3 Debt
0.01%
$0.01 15,000
38 ILMN ILLUMINA INC Since 2026-05-10 452327AR0 Debt
0.02%
$0.03 29,000
39 MRVL MARVELL TECHNOLOGY INC Since 2026-05-10 573874AQ7 Debt
0.04%
$0.07 66,000
40 D DOMINION ENERGY INC Since 2026-05-10 25746UDU0 Debt
0.09%
$0.17 155,000
41 D DOMINION ENERGY INC Since 2026-05-10 25746UDV8 Debt
0.08%
$0.14 140,000
42 RSG REPUBLIC SERVICES INC Since 2026-05-10 760759BM1 Debt
0.02%
$0.04 35,000
43 QXO QXO INC Since 2026-05-10 82846H504 Equity (Preferred)
0.16%
$0.29 5,350
44 T AT&T INC Since 2026-05-10 00206RKJ0 Debt
0.03%
$0.06 91,000
45 T AT&T INC Since 2026-05-10 00206RMZ2 Debt
0.01%
$0.01 10,000
46 AJG ARTHUR J GALLAGHER & CO Since 2026-05-10 04316JAL3 Debt
0.01%
$0.02 20,000
47 LNG CHENIERE ENERGY INC Since 2026-05-10 16411RAN9 Debt
0.02%
$0.04 36,000
48 C CITIGROUP INC Since 2026-05-10 172967QA2 Debt
0.02%
$0.03 30,000
49 C CITIGROUP INC Since 2026-05-10 172967QF1 Debt
0.01%
$0.02 21,000
50 C CITIGROUP INC Since 2026-05-10 17327CAQ6 Debt
0.04%
$0.07 77,000
51 C CITIGROUP INC Since 2026-05-10 17327CBC6 Equity (Preferred)
0.01%
$0.02 19,000
52 GFF GRIFFON CORPORATION Since 2026-05-10 398433AP7 Debt
0.02%
$0.03 30,000
53 CFG CITIZENS FINANCIAL GROUP Since 2026-05-10 174610808 Equity (Preferred)
0.17%
$0.32 12,725
54 OVV OVINTIV INC Since 2026-05-10 292505AD6 Debt
0.11%
$0.20 190,000
55 LOB LIVE OAK BANCSHARES Since 2026-05-10 53803X402 Equity (Preferred)
0.05%
$0.09 3,625
56 OVV OVINTIV INC Since 2026-05-10 292505AG9 Debt
0.09%
$0.17 160,000
57 ORLY O'REILLY AUTOMOTIVE INC Since 2026-05-10 67103HAN7 Debt
0.02%
$0.04 35,000
58 OC OWENS CORNING Since 2026-05-10 690742AP6 Debt
0.02%
$0.03 32,000
59 CLF CLEVELAND-CLIFFS INC Since 2026-05-10 185899AN1 Debt
0.16%
$0.30 299,000
60 PAYX PAYCHEX INC Since 2026-05-10 704326AB3 Debt
0.04%
$0.07 68,000
61 R RYDER SYSTEM INC Since 2026-05-10 78355HKW8 Debt
0.04%
$0.07 70,000
62 LUMN LUMEN TECHNOLOGIES INC Since 2026-05-10 55024EAF2 LON
0.03%
$0.06 58,174
63 CLH Clean Harbors Inc Since 2026-05-10 N/A LON
0.08%
$0.15 145,000
64 AMGN AMGEN INC Since 2026-05-10 031162DP2 Debt
0.08%
$0.14 140,000
65 AMGN AMGEN INC Since 2026-05-10 031162DU1 Debt
0.03%
$0.06 63,000
66 TXT TEXTRON INC Since 2026-05-10 883203CE9 Debt
0.02%
$0.04 34,000
67 BIIB BIOGEN INC Since 2026-05-10 09062XAN3 Debt
0.04%
$0.07 69,000
68 CZR Caesars Entertainment Inc Since 2026-05-10 12768EAH9 LON
0.03%
$0.06 60,000
69 CACI CACI INTERNATIONAL INC Since 2026-05-10 12718FAL8 LON
0.11%
$0.20 204,656
70 CACI CACI INTERNATIONAL INC Since 2026-05-10 12718FAL8 LON
0.01%
$0.01 13,595
71 AMH AMERICAN HOMES 4 RENT Since 2026-05-10 02666TAG2 Debt
0.03%
$0.05 51,000
72 AVGO BROADCOM INC Since 2026-05-10 11135FCA7 Debt
0.04%
$0.08 76,000
73 AVGO BROADCOM INC Since 2026-05-10 11135FCE9 Debt
0.05%
$0.10 97,000
74 AVGO BROADCOM INC Since 2026-05-10 11135FCV1 Debt
0.04%
$0.07 81,000
75 BRO BROWN & BROWN INC Since 2026-05-10 115236AJ0 Debt
0.04%
$0.07 73,000
76 BRO BROWN & BROWN INC Since 2026-05-10 115236AN1 Debt
0.01%
$0.01 14,000
77 BURL BURLINGTON STORES INC Since 2026-05-10 122017AD8 Debt
0.09%
$0.16 110,000
78 CLF CLEVELAND-CLIFFS INC Since 2026-05-10 185899AR2 Debt
0.13%
$0.24 230,000
79 CRBG COREBRIDGE FINANCIAL INC Since 2026-05-10 21871XAD1 Debt
0.02%
$0.04 45,000
80 FANG DIAMONDBACK ENERGY INC Since 2026-05-10 25278XAX7 Debt
0.04%
$0.08 75,000
81 D DOMINION ENERGY INC Since 2026-05-10 25746UDT3 Debt
0.07%
$0.13 125,000
82 GOOG ALPHABET INC Since 2026-05-10 02079KAQ0 Debt
0.06%
$0.12 100,000
83 WEC WEC ENERGY GROUP INC Since 2026-05-10 92939UAG1 Debt
0.03%
$0.05 54,000
84 WEC WEC ENERGY GROUP INC Since 2026-05-10 92939UAU0 Debt
0.01%
$0.03 26,000
85 WFC WELLS FARGO & COMPANY Since 2026-05-10 95000U2A0 Debt
0.04%
$0.08 78,000
86 WFC WELLS FARGO & COMPANY Since 2026-05-10 95000U3W1 Debt
0.06%
$0.11 107,000
87 WFC WELLS FARGO & COMPANY Since 2026-05-10 95000U4B6 Debt
0.02%
$0.04 37,000
88 WSBC WESBANCO INC Since 2026-05-10 950810887 Equity (Preferred)
0.15%
$0.28 10,650
89 WFC WELLS FARGO & COMPANY Since 2026-05-10 YW4156702 Debt
0.06%
$0.12 100,000
90 AZO AUTOZONE INC Since 2026-05-10 053332BM3 Debt
0.02%
$0.04 34,000
91 IR INGERSOLL RAND INC Since 2026-05-10 45687VAC0 Debt
0.03%
$0.05 47,000
92 MSCI MSCI INC Since 2026-05-10 55354GAM2 Debt
0.06%
$0.12 126,000
93 MSCI MSCI INC Since 2026-05-10 55354GAS9 Debt
0.08%
$0.14 145,000
94 TEAM ATLASSIAN CORPORATION Since 2026-05-10 049468AA9 Debt
0.01%
$0.02 23,000
95 LNG CHENIERE ENERGY INC Since 2026-05-10 16411RAK5 Debt
0.03%
$0.06 64,000
96 CSCO CISCO SYSTEMS INC Since 2026-05-10 17275RBW1 Debt
0.05%
$0.10 97,000
97 EXPE EXPEDIA GROUP INC Since 2026-05-10 30212PAP0 Debt
0.03%
$0.07 65,000
98 ROL ROLLINS INC Since 2026-05-10 775711AC8 Debt
0.01%
$0.02 16,000
99 ROP ROPER TECHNOLOGIES INC Since 2026-05-10 776696AK2 Debt
0.01%
$0.01 11,000
100 SBSI SOUTHSIDE BANCSHARES INC Since 2026-05-10 84470PAG4 Debt
0.08%
$0.14 145,000
101 SR SPIRE INC Since 2026-05-10 84857LAE1 Debt
0.04%
$0.08 80,000
102 WCN WASTE CONNECTIONS INC Since 2026-05-10 94106BAJ0 Debt
0.02%
$0.03 28,000
103 W WAYFAIR LLC Since 2026-05-10 94419NAA5 Debt
0.01%
$0.01 10,000
104 RCL ROYAL CARIBBEAN CRUISES Since 2026-05-10 780153BH4 Debt
0.05%
$0.09 85,000
105 RCL ROYAL CARIBBEAN CRUISES Since 2026-05-10 780153BK7 Debt
0.02%
$0.04 43,000
106 ADI ANALOG DEVICES INC Since 2026-05-10 032654BD6 Debt
0.05%
$0.08 83,000
107 ARW ARROW ELECTRONICS INC Since 2026-05-10 04273WAE1 Debt
0.02%
$0.04 36,000
108 BMO BANK OF MONTREAL Since 2026-05-10 06368L5Q5 Debt
0.19%
$0.35 330,000
109 BMO BANK OF MONTREAL Since 2026-05-10 06368L8V1 Debt
0.11%
$0.20 200,000
110 VZ VERIZON COMMUNICATIONS Since 2026-05-10 92343VHH0 Debt
0.02%
$0.04 45,000
111 VRSK VERISK ANALYTICS INC Since 2026-05-10 92345YAJ5 Debt
0.02%
$0.04 37,000
112 NWL NEWELL BRANDS INC Since 2026-05-10 651229BF2 Debt
0.01%
$0.01 10,000
113 NWL NEWELL BRANDS INC Since 2026-05-10 651229BG0 Debt
0.03%
$0.05 50,000
114 NEE NEXTERA ENERGY INC Since 2026-05-10 65339F119 Equity (Preferred)
0.23%
$0.42 8,650
115 NI NISOURCE INC Since 2026-05-10 65473PAQ8 Debt
0.04%
$0.07 63,000
116 NI NISOURCE INC Since 2026-05-10 65473PAR6 Debt
0.01%
$0.02 18,000
117 NI NISOURCE INC Since 2026-05-10 65473PAU9 Debt
0.02%
$0.03 30,000
118 PRU PRUDENTIAL FINANCIAL INC Since 2026-05-10 74432QCK9 Debt
0.02%
$0.04 44,000
119 SRE SEMPRA Since 2026-05-10 816851BV0 Debt
0.06%
$0.11 110,000
120 UNFI UNITED NATURAL FOODS INC Since 2026-05-10 911163AA1 Debt
0.04%
$0.07 70,000
121 SNN SMITH & NEPHEW PLC Since 2026-05-10 83192PAC2 Debt
0.05%
$0.09 91,000
122 TNL TRAVEL + LEISURE CO Since 2026-05-10 894164AA0 Debt
0.06%
$0.11 115,000
123 TNL TRAVEL + LEISURE CO Since 2026-05-10 894164AC6 Debt
0.03%
$0.06 55,000
124 PWR QUANTA SERVICES INC Since 2026-05-10 74762EAL6 Debt
0.02%
$0.03 32,000
125 BMO BANK OF MONTREAL Since 2026-05-10 06368D8W7 Debt
0.11%
$0.21 270,000
126 CAH CARDINAL HEALTH INC Since 2026-05-10 14149YAW8 Debt
0.02%
$0.03 35,000
127 CAH CARDINAL HEALTH INC Since 2026-05-10 14149YBB3 Debt
0.00%
$0.00 5,000
128 DAR DARLING INGREDIENTS INC Since 2026-05-10 237266AJ0 Debt
0.11%
$0.21 205,000
129 ENB ENBRIDGE INC Since 2026-05-10 29250NBT1 Debt
0.10%
$0.19 165,000
130 ENB ENBRIDGE INC Since 2026-05-10 29250NCF0 Debt
0.08%
$0.15 140,000
131 ENB ENBRIDGE INC Since 2026-05-10 29250NCH6 Debt
0.04%
$0.07 69,000
132 EQIX EQUINIX INC Since 2026-05-10 29444UBM7 Debt
0.02%
$0.04 58,000
133 ES EVERSOURCE ENERGY Since 2026-05-10 30040WAQ1 Debt
0.03%
$0.06 61,000
134 CVE CENOVUS ENERGY INC Since 2026-05-10 15135UAF6 Debt
0.26%
$0.48 434,000
135 CVE CENOVUS ENERGY INC Since 2026-05-10 15135UAR0 Debt
0.05%
$0.10 107,000
136 CVE CENOVUS ENERGY INC Since 2026-05-10 15135UAT6 Debt
0.04%
$0.07 100,000
137 CNP CENTERPOINT ENERGY INC Since 2026-05-10 15189TBD8 Debt
0.10%
$0.19 170,000
138 CNP CENTERPOINT ENERGY INC Since 2026-05-10 15189TBQ9 Debt
0.07%
$0.13 130,000
139 NBR NABORS INDUSTRIES INC Since 2026-05-10 62957HAP0 Debt
0.01%
$0.01 10,000
140 NBR NABORS INDUSTRIES INC Since 2026-05-10 62957HAR6 Debt
0.01%
$0.01 10,000
141 UBS UBS GROUP AG Since 2026-05-10 225401BJ6 Debt
0.11%
$0.21 200,000
142 BLDR BUILDERS FIRSTSOURCE INC Since 2026-05-10 12008RAS6 Debt
0.02%
$0.04 35,000
143 BLDR BUILDERS FIRSTSOURCE INC Since 2026-05-10 12008RAT4 Debt
0.01%
$0.02 15,000
144 IT GARTNER INC Since 2026-05-10 366651AE7 Debt
0.05%
$0.09 90,000
145 NTAP NETAPP INC Since 2026-05-10 64110DAM6 Debt
0.01%
$0.02 16,000
146 NFLX NETFLIX INC Since 2026-05-10 64110LBA3 Debt
0.02%
$0.05 47,000
147 KMI KINDER MORGAN INC Since 2026-05-10 49456BAU5 Debt
0.03%
$0.05 55,000
148 KGS KODIAK GAS SERVICES LLC Since 2026-05-10 50012LAC8 Debt
0.02%
$0.03 30,000
149 TXNM TXNM ENERGY INC Since 2026-05-10 69349HAF4 Debt
0.08%
$0.14 105,000
150 SNPS SYNOPSYS INC Since 2026-05-10 871607AB3 Debt
0.02%
$0.03 34,000
151 UBER UBER TECHNOLOGIES INC Since 2026-05-10 90353TAP5 Debt
0.08%
$0.14 144,000
152 W WAYFAIR LLC Since 2026-05-10 94419NAC1 Debt
0.01%
$0.01 10,000
153 XPO XPO INC Since 2026-05-10 98379KAB8 Debt
0.02%
$0.03 30,000
154 YUM YUM! BRANDS INC Since 2026-05-10 988498AL5 Debt
0.06%
$0.11 107,000
155 YUM YUM! BRANDS INC Since 2026-05-10 988498AN1 Debt
0.17%
$0.31 325,000
156 YUM YUM! BRANDS INC Since 2026-05-10 988498AP6 Debt
0.07%
$0.12 125,000
157 ZBH ZIMMER BIOMET HOLDINGS Since 2026-05-10 98956PAZ5 Debt
0.04%
$0.07 67,000
158 ZBH ZIMMER BIOMET HOLDINGS Since 2026-05-10 98956PBA9 Debt
0.05%
$0.10 95,000
159 ZTS ZOETIS INC Since 2026-05-10 98978VAH6 Debt
0.01%
$0.01 14,000
160 META META PLATFORMS INC Since 2026-05-10 30303M8V7 Debt
0.03%
$0.06 68,000
161 HMC HONDA MOTOR CO LTD Since 2026-05-10 438127AD4 Debt
0.04%
$0.08 82,000
162 JPM JPMORGAN CHASE & CO Since 2026-05-10 46647PDW3 Debt
0.05%
$0.09 92,000
163 JPM JPMORGAN CHASE & CO Since 2026-05-10 46647PEP7 Debt
0.05%
$0.09 88,000
164 JPM JPMORGAN CHASE & CO Since 2026-05-10 46647PEV4 Debt
0.02%
$0.03 31,000
165 JPM JPMORGAN CHASE & CO Since 2026-05-10 46647PEY8 Debt
0.04%
$0.07 69,000
166 JPM JPMORGAN CHASE & CO Since 2026-05-10 46647PFC5 Debt
0.01%
$0.02 23,000
167 JPM JPMORGAN CHASE & CO Since 2026-05-10 46647PFE1 Debt
0.02%
$0.04 37,000
168 MAT MATTEL INC Since 2026-05-10 577081BG6 Debt
0.01%
$0.01 14,000
169 MRK MERCK & CO INC Since 2026-05-10 58933YBT1 Debt
0.02%
$0.04 44,000
170 MET METLIFE INC Since 2026-05-10 59156RCQ9 Debt
0.02%
$0.03 30,000
171 NRG NRG ENERGY INC Since 2026-05-10 629377CW0 Debt
0.01%
$0.01 15,000
172 NRG NRG ENERGY INC Since 2026-05-10 629377DD1 Debt
0.07%
$0.13 125,000
173 BPOP POPULAR INC Since 2026-05-10 733174AL0 Debt
0.08%
$0.15 140,000
174 POST POST HOLDINGS INC Since 2026-05-10 737446AR5 Debt
0.00%
$0.01 5,000
175 POST POST HOLDINGS INC Since 2026-05-10 737446AV6 Debt
0.17%
$0.32 320,000
176 POST POST HOLDINGS INC Since 2026-05-10 737446AY0 Debt
0.06%
$0.10 105,000
177 QRVO QORVO INC Since 2026-05-10 74736KAJ0 Debt
0.02%
$0.03 32,000
178 SNAP SNAP INC Since 2026-05-10 83304AAM8 Debt
0.02%
$0.05 45,000
179 NRG NRG ENERGY INC Since 2026-05-10 62937NBC0 LON
0.18%
$0.33 327,573
Frequently Asked Questions — WILSHIRE MUTUAL FUNDS INC
What type of mutual fund is WILSHIRE MUTUAL FUNDS INC?
WILSHIRE MUTUAL FUNDS INC is a SEC-registered Equity fund, with $185M in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, WILSHIRE MUTUAL FUNDS INC holds 179 portfolio positions, all detailed in the holdings table on this page.
What are WILSHIRE MUTUAL FUNDS INC's assets under management (AUM)?
WILSHIRE MUTUAL FUNDS INC has $185M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are WILSHIRE MUTUAL FUNDS INC's top holdings?
According to WILSHIRE MUTUAL FUNDS INC's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include GRAY MEDIA INC, GRAY MEDIA INC, MARRIOTT INTERNATIONAL , among others. The complete list of all 179 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is WILSHIRE MUTUAL FUNDS INC's expense ratio?
Expense ratio data for WILSHIRE MUTUAL FUNDS INC is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find WILSHIRE MUTUAL FUNDS INC's SEC filings?
WILSHIRE MUTUAL FUNDS INC is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0000890453. You can access all of WILSHIRE MUTUAL FUNDS INC's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000890453). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is WILSHIRE MUTUAL FUNDS INC's holdings data on StockSifting?
Holdings data for WILSHIRE MUTUAL FUNDS INC on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.