Wilshire Large Company Value Portfolio Inst (WLCVX)
22.59
-0.26
(-1.14%)
USD |
Feb 05 2026
WLCVX Asset Allocations & Exposures
Asset Allocation
As of December 31, 2025.
| Type | % Net |
|---|---|
| Cash | 4.47% |
| Stock | 82.65% |
| Bond | 11.45% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 1.43% |
Market Capitalization
As of December 31, 2025
| Large | 48.78% |
| Mid | 30.05% |
| Small | 21.18% |
Region Exposure
| Americas | 88.54% |
|---|---|
|
North America
|
87.53% |
| Canada | 1.83% |
| United States | 85.70% |
|
Latin America
|
1.01% |
| Mexico | 0.00% |
As of December 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 7.32% |
|---|---|
| United Kingdom | 2.71% |
|
Europe Developed
|
4.61% |
| Belgium | 0.16% |
| Denmark | 0.00% |
| Finland | 0.13% |
| France | 0.39% |
| Ireland | 2.59% |
| Netherlands | 0.01% |
| Sweden | 0.86% |
| Switzerland | 0.38% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Israel | 0.00% |
| Greater Asia | 0.69% |
|---|---|
| Japan | 0.19% |
|
Australasia
|
0.00% |
| Australia | 0.00% |
|
Asia Developed
|
0.50% |
| Taiwan | 0.50% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 3.45% |
|---|
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 |
|
34.90% |
| Materials |
|
5.68% |
| Consumer Discretionary |
|
6.68% |
| Financials |
|
21.79% |
| Real Estate |
|
0.75% |
| Sensitive |
|
39.33% |
| Communication Services |
|
5.90% |
| Energy |
|
6.25% |
| Industrials |
|
12.23% |
| Information Technology |
|
14.95% |
| Defensive |
|
22.33% |
| Consumer Staples |
|
4.79% |
| Health Care |
|
14.95% |
| Utilities |
|
2.59% |
| Not Classified |
|
3.44% |
| Non Classified Equity |
|
0.18% |
| Not Classified - Non Equity |
|
3.26% |
As of December 31, 2025
Bond Sector Exposure
As of December 31, 2025
| Type | % Net |
|---|---|
| Government | 2.26% |
| Corporate | 26.52% |
| Securitized | 70.85% |
| Municipal | 0.00% |
| Other | 0.36% |
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 | -- |