Wilshire Income Opportunities Fund Institutional (WIOPX)
8.98
0.00 (0.00%)
USD |
Jan 09 2026
WIOPX Asset Allocations & Exposures
Asset Allocation
As of November 30, 2025.
| Type | % Net |
|---|---|
| Cash | 2.59% |
| Stock | 0.00% |
| Bond | 94.95% |
| Convertible | 0.05% |
| Preferred | 1.14% |
| Other | 1.26% |
Bond Sector Exposure
As of November 30, 2025
| Type | % Net |
|---|---|
| Government | 19.28% |
| Corporate | 40.92% |
| Securitized | 36.87% |
| Municipal | 0.30% |
| Other | 2.64% |
Region Exposure
| Americas | 79.44% |
|---|---|
|
North America
|
72.71% |
| Canada | 3.84% |
| United States | 68.88% |
|
Latin America
|
6.72% |
| Argentina | 0.03% |
| Brazil | 1.75% |
| Chile | 0.54% |
| Colombia | 0.34% |
| Mexico | 0.80% |
| Peru | 0.31% |
| Venezuela | 0.01% |
As of November 30, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 6.58% |
|---|---|
| United Kingdom | 2.50% |
|
Europe Developed
|
3.23% |
| Austria | 0.03% |
| Finland | 0.20% |
| France | 0.31% |
| Germany | 0.15% |
| Ireland | 0.28% |
| Netherlands | 0.55% |
| Norway | 0.65% |
| Spain | 0.15% |
| Switzerland | 0.11% |
|
Europe Emerging
|
0.51% |
| Czech Republic | 0.34% |
| Poland | 0.03% |
| Turkey | 0.06% |
|
Africa And Middle East
|
0.34% |
| Egypt | 0.03% |
| Israel | 0.01% |
| Nigeria | 0.02% |
| Qatar | 0.01% |
| Saudi Arabia | 0.03% |
| South Africa | 0.03% |
| United Arab Emirates | 0.10% |
| Greater Asia | 5.50% |
|---|---|
| Japan | 0.34% |
|
Australasia
|
2.31% |
| Australia | 1.45% |
|
Asia Developed
|
0.33% |
| Hong Kong | 0.01% |
| Singapore | 0.32% |
|
Asia Emerging
|
2.51% |
| China | 0.23% |
| India | 0.59% |
| Indonesia | 0.86% |
| Kazakhstan | 0.00% |
| Malaysia | 0.01% |
| Pakistan | 0.01% |
| Philippines | 0.79% |
| Thailand | 0.01% |
| Unidentified Region | 8.49% |
|---|
Bond Credit Quality Exposure
| AAA | 10.55% |
| AA | 13.99% |
| A | 7.71% |
| BBB | 20.85% |
| BB | 14.40% |
| B | 5.90% |
| Below B | 0.93% |
| CCC | 0.79% |
| CC | 0.12% |
| C | 0.01% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.01% |
| Not Rated | 4.58% |
| Not Available | 21.09% |
| Short Term | 0.00% |
As of November 30, 2025
Bond Maturity Exposure
| Short Term |
|
5.58% |
| Less than 1 Year |
|
5.58% |
| Intermediate |
|
44.79% |
| 1 to 3 Years |
|
6.79% |
| 3 to 5 Years |
|
11.26% |
| 5 to 10 Years |
|
26.74% |
| Long Term |
|
47.80% |
| 10 to 20 Years |
|
20.16% |
| 20 to 30 Years |
|
22.43% |
| Over 30 Years |
|
5.21% |
| Other |
|
1.84% |
As of November 30, 2025