Wilshire 5000 Index Fund Investment (WFIVX)
39.32
-0.14
(-0.35%)
USD |
Aug 24 2026
WFIVX Asset Allocations & Exposures
Asset Allocation
As of June 30, 2026.
| Type | % Net |
|---|---|
| Cash | 0.28% |
| Stock | 99.75% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.03% |
Market Capitalization
As of June 30, 2026
| Large | 71.34% |
| Mid | 15.32% |
| Small | 13.34% |
Region Exposure
| Americas | 98.00% |
|---|---|
|
North America
|
97.83% |
| Canada | 0.02% |
| United States | 97.82% |
|
Latin America
|
0.16% |
As of June 30, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 1.72% |
|---|---|
| United Kingdom | 0.51% |
|
Europe Developed
|
1.19% |
| Ireland | 1.04% |
| Netherlands | 0.01% |
| Switzerland | 0.05% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.01% |
| Israel | 0.01% |
| Greater Asia | 0.32% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.02% |
| Australia | 0.02% |
|
Asia Developed
|
0.30% |
| Singapore | 0.30% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | -0.03% |
|---|
Stock Sector Exposure
| Cyclical |
|
26.06% |
| Materials |
|
2.21% |
| Consumer Discretionary |
|
9.81% |
| Financials |
|
11.87% |
| Real Estate |
|
2.17% |
| Sensitive |
|
57.95% |
| Communication Services |
|
9.21% |
| Energy |
|
3.14% |
| Industrials |
|
10.19% |
| Information Technology |
|
35.41% |
| Defensive |
|
15.84% |
| Consumer Staples |
|
4.26% |
| Health Care |
|
9.38% |
| Utilities |
|
2.20% |
| Not Classified |
|
0.15% |
| Non Classified Equity |
|
0.15% |
As of June 30, 2026
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 | -- |