Wilshire Large Company Value Portfolio Inst (WLCVX)
22.87
-0.06
(-0.26%)
USD |
Apr 28 2026
WLCVX Asset Allocations & Exposures
Asset Allocation
As of February 28, 2026.
| Type | % Net |
|---|---|
| Cash | 3.87% |
| Stock | 82.00% |
| Bond | 10.73% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 3.40% |
Market Capitalization
As of February 28, 2026
| Large | 48.17% |
| Mid | 30.22% |
| Small | 21.62% |
Region Exposure
| Americas | 86.36% |
|---|---|
|
North America
|
85.22% |
| Canada | 2.43% |
| United States | 82.78% |
|
Latin America
|
1.14% |
| Chile | 0.00% |
| Mexico | 0.00% |
As of February 28, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 7.52% |
|---|---|
| United Kingdom | 3.03% |
|
Europe Developed
|
4.49% |
| Denmark | 0.00% |
| Finland | 0.13% |
| France | 0.27% |
| Ireland | 2.59% |
| Netherlands | 0.00% |
| Sweden | 1.00% |
| Switzerland | 0.39% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Israel | 0.00% |
| Greater Asia | 0.78% |
|---|---|
| Japan | 0.22% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.56% |
| Taiwan | 0.56% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 5.35% |
|---|
Bond Credit Quality Exposure
| AAA | -- |
| AA | -- |
| A | -- |
| BBB | -- |
| BB | -- |
| B | -- |
| Below B | -- |
| CCC | -- |
| CC | -- |
| C | -- |
| DDD | -- |
| DD | -- |
| D | -- |
| Not Rated | -- |
| Not Available | -- |
| Short Term | -- |
Stock Sector Exposure
| Cyclical |
|
34.86% |
| Materials |
|
7.11% |
| Consumer Discretionary |
|
6.85% |
| Financials |
|
19.88% |
| Real Estate |
|
1.02% |
| Sensitive |
|
39.37% |
| Communication Services |
|
5.57% |
| Energy |
|
6.99% |
| Industrials |
|
13.50% |
| Information Technology |
|
13.32% |
| Defensive |
|
22.43% |
| Consumer Staples |
|
5.73% |
| Health Care |
|
13.94% |
| Utilities |
|
2.76% |
| Not Classified |
|
3.33% |
| Non Classified Equity |
|
0.12% |
| Not Classified - Non Equity |
|
3.21% |
As of February 28, 2026
Bond Sector Exposure
As of February 28, 2026
| Type | % Net |
|---|---|
| Government | 2.49% |
| Corporate | 25.93% |
| Securitized | 71.01% |
| Municipal | 0.00% |
| Other | 0.57% |
Bond Maturity Exposure
| Short Term | -- | |
| Less than 1 Year | -- | |
| Intermediate | -- | |
| 1 to 3 Years | -- | |
| 3 to 5 Years | -- | |
| 5 to 10 Years | -- | |
| Long Term | -- | |
| 10 to 20 Years | -- | |
| 20 to 30 Years | -- | |
| Over 30 Years | -- | |
| Other | -- |