Wilshire Large Company Value Portfolio Inst (WLCVX)
25.96
+0.04
(+0.15%)
USD |
Aug 24 2026
WLCVX Asset Allocations & Exposures
Asset Allocation
As of June 30, 2026.
| Type | % Net |
|---|---|
| Cash | 6.18% |
| Stock | 81.20% |
| Bond | 10.49% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 2.13% |
Market Capitalization
As of June 30, 2026
| Large | 46.03% |
| Mid | 29.69% |
| Small | 24.28% |
Region Exposure
| Americas | 87.65% |
|---|---|
|
North America
|
86.52% |
| Canada | 2.10% |
| United States | 84.43% |
|
Latin America
|
1.13% |
| Mexico | 0.00% |
As of June 30, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 7.10% |
|---|---|
| United Kingdom | 2.61% |
|
Europe Developed
|
4.39% |
| Denmark | 0.00% |
| Finland | 0.07% |
| France | 0.23% |
| Germany | 0.37% |
| Ireland | 2.45% |
| Netherlands | 0.03% |
| Sweden | 0.75% |
| Switzerland | 0.47% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.10% |
| Israel | 0.10% |
| Greater Asia | 0.89% |
|---|---|
| Japan | 0.23% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.67% |
| Taiwan | 0.67% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 4.36% |
|---|
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 |
|
33.61% |
| Materials |
|
5.62% |
| Consumer Discretionary |
|
7.93% |
| Financials |
|
18.00% |
| Real Estate |
|
2.06% |
| Sensitive |
|
42.51% |
| Communication Services |
|
4.18% |
| Energy |
|
6.78% |
| Industrials |
|
12.82% |
| Information Technology |
|
18.73% |
| Defensive |
|
20.65% |
| Consumer Staples |
|
4.42% |
| Health Care |
|
13.67% |
| Utilities |
|
2.56% |
| Not Classified |
|
0.00% |
| Non Classified Equity |
|
0.00% |
As of June 30, 2026
Bond Sector Exposure
As of June 30, 2026
| Type | % Net |
|---|---|
| Government | 2.80% |
| Corporate | 22.39% |
| Securitized | 74.03% |
| Municipal | 0.00% |
| Other | 0.79% |
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 | -- |