Wilshire 5000 Index Fund Investment (WFIVX)
38.80
+0.08
(+0.21%)
USD |
May 29 2026
WFIVX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | 0.55% |
| Stock | 99.48% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.03% |
Market Capitalization
As of March 31, 2026
| Large | 71.69% |
| Mid | 15.08% |
| Small | 13.23% |
Region Exposure
| Americas | 97.26% |
|---|---|
|
North America
|
96.86% |
| Canada | 0.08% |
| United States | 96.79% |
|
Latin America
|
0.40% |
| Brazil | 0.08% |
As of March 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 2.61% |
|---|---|
| United Kingdom | 0.62% |
|
Europe Developed
|
1.99% |
| Finland | 0.01% |
| Ireland | 1.33% |
| Netherlands | 0.16% |
| Sweden | 0.01% |
| Switzerland | 0.34% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Israel | 0.00% |
| Greater Asia | 0.16% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.02% |
| Australia | 0.02% |
|
Asia Developed
|
0.14% |
| Singapore | 0.14% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | -0.03% |
|---|
Stock Sector Exposure
| Cyclical |
|
27.54% |
| Materials |
|
2.46% |
| Consumer Discretionary |
|
9.72% |
| Financials |
|
13.10% |
| Real Estate |
|
2.26% |
| Sensitive |
|
54.88% |
| Communication Services |
|
9.68% |
| Energy |
|
4.33% |
| Industrials |
|
10.14% |
| Information Technology |
|
30.73% |
| Defensive |
|
17.50% |
| Consumer Staples |
|
4.93% |
| Health Care |
|
10.05% |
| Utilities |
|
2.51% |
| Not Classified |
|
0.09% |
| Non Classified Equity |
|
0.09% |
| Not Classified - Non Equity |
|
0.00% |
As of March 31, 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 | -- |