Breaking News
Get 50% Off 0
🤼 Nvidia vs DeepSeek: How does the latest AI battle impact your stocks?
See Breaking News
Close

Ft Wilshire 5000 Index Portfolio Class Institutional (0P00002YH3)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
33.880 +0.300    +0.89%
28/01 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 60.48M
Type:  Fund
Market:  United States
Issuer:  Wilshire Mutual Funds
Asset Class:  Equity
Wilshire 5000 Index Portfolio Class Institutional 33.880 +0.300 +0.89%

0P00002YH3 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Wilshire 5000 Index Portfolio Class Institutional (0P00002YH3) fund. Our Wilshire 5000 Index Portfolio Class Institutional portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 1.230 1.230 0.000
Shares 98.770 98.770 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 21.866 20.405
Price to Book 4.039 3.984
Price to Sales 2.670 2.629
Price to Cash Flow 15.231 14.440
Dividend Yield 1.373 1.527
5 Years Earnings Growth 10.803 11.321

Sector Allocation

Name  Net % Category Average
Technology 30.750 28.579
Financial Services 13.780 14.461
Consumer Cyclical 10.900 10.449
Healthcare 10.830 12.413
Industrials 8.900 9.694
Communication Services 8.410 8.351
Consumer Defensive 5.430 6.119
Energy 3.590 3.846
Real Estate 2.740 2.298
Utilities 2.490 2.798
Basic Materials 2.190 2.422

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 2,211

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Apple US0378331005 6.18 239.36 +0.46%
  NVIDIA US67066G1040 5.61 123.70 -4.03%
  Microsoft US5949181045 5.23 442.33 -1.09%
  Amazon.com US0231351067 3.24 237.07 -0.45%
  Meta Platforms US30303M1027 2.13 676.49 +0.32%
  Alphabet A US02079K3059 1.68 195.41 +0.06%
  Tesla US88160R1014 1.62 389.10 -2.26%
  Alphabet C US02079K1079 1.52 197.18 +0.06%
  Broadcom US11135F1012 1.26 206.35 -0.49%
  JPMorgan US46625H1005 1.20 266.58 -0.21%

Top Equity Funds by Wilshire Mutual Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Wilshire VIT Global Allocation Fund 485.5M 10.97 2.02 5.90
  Wilshire 5000 Index Invmt 232.97M 26.45 9.95 12.30
  Wilshire International Equity Instl 213.92M 9.63 3.00 6.24
  Wilshire Large Company Growth Instl 173.82M 36.31 10.06 14.79
  Wilshire Large Company Value Instl 164.57M 21.04 9.39 8.18
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P00002YH3 Comments

Write your thoughts about Ft Wilshire 5000 Index Portfolio Class Institutional
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email