Wilshire Advisors Llc Portfolio Analysis for Q2 2026: Major Holdings and Allocation Insights
Wilshire Advisors maintained its $10.3 million portfolio in Q2 2026, with significant allocations to ISHARES TR ETFs like IEFA (38.4%), IJH (17.1%), GOVT (16.1%) and IGSB (10.9%).
Wilshire Advisors Llc maintained its substantial portfolio value of $10,335,777 as of June 30th, 2026.
Major Holdings Analysis
The fund's largest allocation remains the ISHARES TR (IEFA) ETF at ISHares Core Total U.S. Stock Market ETF, representing 38.4% of its holdings.
Closely following is the ISHARES TR (IJH) ETF, commonly known as ISHares Core S&P SmallCap 600 ETF, which accounts for a significant 17.1% of the portfolio.
Another major component is the ISHARES TR (GOVT) ETF, or ISHares Core Short Treasury Bond ETF, contributing 16.0% to the overall value.
Further diversification is achieved through other ISHARES TR products: IGSB (ISHares Core Global Sustainability Book Equity) at 10.9%, IJR (ISHares Core SmallCap Core Fund) at 11.9%, and IEMG (ISHares INC International Emerging Markets Growth ETF) at a smaller but still notable allocation of 5.4%.
Sector Allocation
Wilshire Advisors' portfolio is heavily concentrated in the Total U.S. Stock Market, as evidenced by its primary holding, IEFA.
The fund also holds substantial positions in small-cap stocks (IJH and IJR) and short-term government bonds (GOVT).
Interestingly, there's a minor allocation to the Financial Services sector via LDI stock.
No Significant Changes or Sales This Quarter
A key observation from this quarter's data is that all holdings listed in the changed_holdings section show a 100% change percentage, indicating either no sales activity occurred for these positions or they were newly established.
- IEFA: Maintained at its highest allocation of 38.4%
- IJH: Continues to hold a strong position with 17.1% weighting
- GOVT: Remains at its current allocation level of 16.0%
- IJR: Allocation unchanged at 11.9%
- IGSB: Weighting stable at 10.9%
- IEMG: Position maintained with its current allocation of 5.4%
Furthermore, the fund holds a small stake in LoanedPot Inc (LDI), which is categorized under Financial Services and represents only 0.3% of the portfolio.