Wilshire Advisors LLC
Annual return '25
+12.9%
SPY '25
+17.7%
Alpha
-4.8ptsvs SPY
Invested
$374.2M
Holdings
23
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AMZN
AMAZON COM INC
Held since at least Q1 2024
18.2%
02
$GOOGL
ALPHABET INC
Held since at least Q1 2024
16.8%
03
$RHLD
RESOLUTE HLDGS MGMT INC
Held since at least Q1 2024
10.1%
04
$BIO
BIO RAD LABS INC
Held since at least Q1 2024
9.0%
05
$GPGI
COMPOSECURE INC
Held since at least Q1 2024
7.7%
06
$SPY
SPDR S&P 500 ETF TR
Held since at least Q1 2024
6.0%
07
$GOOG
ALPHABET INC
Held since at least Q1 2024
5.8%
08
$DLO
DLOCAL LTD
Held since at least Q1 2024
4.7%
09
$GRND
GRINDR INC
Held since at least Q1 2024
2.9%
10
$MTCH
MATCH GROUP INC NEW
Held since at least Q1 2024
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:38 UTC.