Wilshire Advisors LLC
- SEC CIK
- 0001616628
- Latest filing
- Jul 27, 2026
The latest 13F from Wilshire Advisors LLC covers Q2 2026 (filed Jul 27, 2026): 7 long positions worth $10.3M. The top 10 holdings make up 100.0% of the portfolio, and the largest is iShares Core MSCI Eafe ETF at 38.4%. Livermore has 23 filings on Form 13F from this institution, going back to Q1 2021.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 2
- Est. +$3.42M
- Added
- 0
- Reduced
- 4
- Est. −$1.50M
- Sold out
- 1
- Est. −$2.22M
Top 5 holdings
Share of this quarter's portfolio value
- iShares Core MSCI Eafe ETF46432F84238.4%$3.97M
- iShares Core S&P Mid-Cap ETF46428750717.1%$1.76M
- iShares U.S. Treasury Bond ETF46429B26716.1%$1.66M
- iShares Core S&P Small Cap ETF46428780411.9%$1.22M
- iShares Tr46428864610.9%$1.12M
Biggest buys
New and added positions, by estimated amount bought
- iShares Core S&P Mid-Cap ETF464287507+$1.76MNew
- iShares U.S. Treasury Bond ETF46429B267+$1.66MNew
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- iShares Core S&P Mid-Cap ETF464287507+17.06 pp0.0% → 17.1%
- iShares U.S. Treasury Bond ETF46429B267+16.05 pp0.0% → 16.1%
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- iShares Core U.S. Aggregate Bond ETF464287226−$2.22MSold out
- iShares Core S&P Small Cap ETF464287804−$816.6KReduced
- iShares Tr464288646−$543.2KReduced
- iShares Core MSCI Emerging Markets ETF46434G103−$71.2KReduced
- iShares Core MSCI Eafe ETF46432F842−$70.1KReduced
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- iShares Core U.S. Aggregate Bond ETF464287226−22.31 pp22.3% → 0.0%
- iShares Tr464288646−5.90 pp16.8% → 10.9%
- iShares Core S&P Small Cap ETF464287804−5.32 pp17.2% → 11.9%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $10.3M
- +$371.3K (+3.7%) vs. prior quarter
- Positions
- 7
- +1 vs. prior quarter
- Top 10 concentration
- 100.0%
- Top 10 as share of value
- Turnover
- 33.7%
- Q2 2026, one quarter
- Average holding period
- 14.5 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.
13F filings by quarter
22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $273.8M (Q4 2024)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Jul 27, 2026 | 7 | $10.3M | iShares Core MSCI Eafe ETFiShares Core S&P Mid-Cap ETFiShares U.S. Treasury Bond ETF | vs. Q1 2026 | SEC |
| Q1 2026 | May 27, 2026 | 6 | $9.96M | iShares Core MSCI Eafe ETFiShares Core U.S. Aggregate Bond ETFiShares Core S&P Small Cap ETF | vs. Q4 2025 | SEC |
| Q4 2025 | May 27, 2026 | 7 | $11.6M | iShares Core MSCI Eafe ETFiShares Core U.S. Aggregate Bond ETFiShares Tr | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 14, 2025 | 7 | $38.6M | LDIFATEiShares Core MSCI Eafe ETF | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 14, 2025 | 6 | $11.1M | iShares Core MSCI Eafe ETFiShares Core S&P Small Cap ETFiShares Tr | vs. Q1 2025 | SEC |
| Q1 2025 | May 29, 2025Amended | 13 | $29.8M | iShares Core S&P 500 ETFiShares TriShares Tr | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 14, 2025 | 11 | $273.8M | iShares Core S&P 500 ETFiShares Core MSCI Eafe ETFiShares Core U.S. Aggregate Bond ETF | vs. Q3 2024 | SEC |
| Q3 2024 | Nov 13, 2024 | 11 | $208.2M | iShares Core S&P 500 ETFiShares Core MSCI Eafe ETFiShares Core U.S. Aggregate Bond ETF | vs. Q2 2024 | SEC |
| Q2 2024 | Aug 14, 2024 | 11 | $199.5M | iShares Core S&P 500 ETFiShares Core MSCI Eafe ETFiShares Core U.S. Aggregate Bond ETF | vs. Q1 2024 | SEC |
| Q1 2024 | May 15, 2024 | 11 | $201.0M | iShares Core S&P 500 ETFiShares Core MSCI Eafe ETFiShares Core U.S. Aggregate Bond ETF | vs. Q4 2023 | SEC |
| Q4 2023 | Feb 14, 2024 | 11 | $193.0M | iShares Core S&P 500 ETFiShares Core MSCI Eafe ETFiShares Core U.S. Aggregate Bond ETF | vs. Q3 2023 | SEC |
| Q3 2023 | Nov 14, 2023 | 10 | $180.0M | iShares Core S&P 500 ETFiShares Core MSCI Eafe ETFiShares Core U.S. Aggregate Bond ETF | vs. Q2 2023 | SEC |
| Q2 2023 | Aug 14, 2023 | 9 | $188.7M | iShares Core S&P 500 ETFiShares Core MSCI Eafe ETFiShares Core U.S. Aggregate Bond ETF | vs. Q1 2023 | SEC |
| Q1 2023 | May 15, 2023 | 9 | $186.8M | iShares Core S&P 500 ETFiShares Core MSCI Eafe ETFiShares Core U.S. Aggregate Bond ETF | vs. Q4 2022 | SEC |
| Q4 2022 | Feb 14, 2023 | 11 | $183.1M | iShares Core S&P 500 ETFiShares Core MSCI Eafe ETFiShares Core U.S. Aggregate Bond ETF | vs. Q3 2022 | SEC |
| Q3 2022 | Nov 14, 2022 | 11 | $174.7M | iShares Core S&P 500 ETFiShares Core MSCI Eafe ETFiShares Core U.S. Aggregate Bond ETF | vs. Q2 2022 | SEC |
| Q2 2022 | Aug 15, 2022 | 11 | $191.1M | iShares Core S&P 500 ETFiShares Core MSCI Eafe ETFiShares Core U.S. Aggregate Bond ETF | vs. Q1 2022 | SEC |
| Q1 2022 | May 16, 2022 | 10 | $223.8M | iShares Core S&P 500 ETFiShares Core MSCI Eafe ETFiShares Core U.S. Aggregate Bond ETF | vs. Q4 2021 | SEC |
| Q4 2021 | Feb 14, 2022 | 14 | $260.9M | iShares Core S&P 500 ETFiShares Core MSCI Eafe ETFiShares Core U.S. Aggregate Bond ETF | vs. Q3 2021 | SEC |
| Q3 2021 | Nov 15, 2021 | 9 | $37.6M | iShares Core MSCI Eafe ETFiShares Core MSCI Emerging Markets ETFVanguard Total International Bond ETF | vs. Q2 2021 | SEC |
| Q2 2021 | Aug 16, 2021 | 9 | $39.1M | iShares Core MSCI Eafe ETFiShares Core MSCI Emerging Markets ETFVanguard Total International Bond ETF | vs. Q1 2021 | SEC |
| Q1 2021 | May 17, 2021 | 23 | $105.8M | Vanguard S&P 500 ETFiShares Core MSCI Eafe ETFiShares Tr | – | SEC |
13D and 13G filings
Companies where Wilshire Advisors LLC reports owning 5% or more on Schedule 13D or 13G, and its latest filings.
Current stakes of 5% or more
Wilshire Advisors LLC does not currently report owning 5% or more of any company.
Latest filings
2 filings on file made by Wilshire Advisors LLC or listing it as a reporting person, newest first.