Wilshire Small Company Value Portfolio Investment (DTSVX)
25.30
-0.21
(-0.82%)
USD |
Dec 31 2025
DTSVX Asset Allocations & Exposures
Asset Allocation
As of November 30, 2025.
| Type | % Net |
|---|---|
| Cash | 1.14% |
| Stock | 98.90% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.04% |
Market Capitalization
As of November 30, 2025
| Large | 0.13% |
| Mid | 1.29% |
| Small | 98.59% |
Region Exposure
| Americas | 95.25% |
|---|---|
|
North America
|
92.80% |
| Canada | 1.10% |
| United States | 91.70% |
|
Latin America
|
2.45% |
As of November 30, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 4.70% |
|---|---|
| United Kingdom | 1.27% |
|
Europe Developed
|
2.65% |
| Belgium | 0.51% |
| France | 0.17% |
| Ireland | 0.92% |
| Switzerland | 0.70% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.78% |
| Israel | 0.16% |
| Greater Asia | 0.08% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.08% |
| Singapore | 0.08% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | -0.04% |
|---|
Stock Sector Exposure
| Cyclical |
|
52.83% |
| Materials |
|
6.34% |
| Consumer Discretionary |
|
11.29% |
| Financials |
|
28.03% |
| Real Estate |
|
7.16% |
| Sensitive |
|
30.20% |
| Communication Services |
|
0.58% |
| Energy |
|
7.02% |
| Industrials |
|
16.58% |
| Information Technology |
|
6.02% |
| Defensive |
|
16.59% |
| Consumer Staples |
|
2.93% |
| Health Care |
|
10.14% |
| Utilities |
|
3.52% |
| Not Classified |
|
0.39% |
| Non Classified Equity |
|
0.39% |
| Not Classified - Non Equity |
|
0.00% |
As of November 30, 2025
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |