Wilshire Large Company Value Portfolio Inst (WLCVX)
25.08
+0.10
(+0.40%)
USD |
Oct 06 2026
WLCVX Asset Allocations & Exposures
Asset Allocation
As of August 31, 2026.
| Type | % Net |
|---|---|
| Cash | 6.50% |
| Stock | 80.84% |
| Bond | 9.82% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 2.85% |
Market Capitalization
As of August 31, 2026
| Large | 43.82% |
| Mid | 30.08% |
| Small | 26.09% |
Region Exposure
| Americas | 81.69% |
|---|---|
|
North America
|
80.61% |
| Canada | 2.01% |
| United States | 78.59% |
|
Latin America
|
1.08% |
| Mexico | 0.00% |
As of August 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 7.02% |
|---|---|
| United Kingdom | 2.61% |
|
Europe Developed
|
4.16% |
| Denmark | 0.00% |
| France | 0.20% |
| Germany | 0.51% |
| Ireland | 2.26% |
| Netherlands | 0.09% |
| Sweden | 0.65% |
| Switzerland | 0.46% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.25% |
| Israel | 0.25% |
| Greater Asia | 0.65% |
|---|---|
| Japan | 0.21% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.44% |
| Taiwan | 0.44% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 10.63% |
|---|
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 |
|
33.29% |
| Materials |
|
5.16% |
| Consumer Discretionary |
|
8.39% |
| Financials |
|
18.19% |
| Real Estate |
|
1.55% |
| Sensitive |
|
42.32% |
| Communication Services |
|
3.11% |
| Energy |
|
7.39% |
| Industrials |
|
12.06% |
| Information Technology |
|
19.75% |
| Defensive |
|
21.28% |
| Consumer Staples |
|
4.22% |
| Health Care |
|
15.31% |
| Utilities |
|
1.75% |
| Not Classified |
|
0.00% |
| Non Classified Equity |
|
0.00% |
As of August 31, 2026
Bond Sector Exposure
As of August 31, 2026
| Type | % Net |
|---|---|
| Government | 2.34% |
| Corporate | 20.86% |
| Securitized | 75.97% |
| Municipal | 0.00% |
| Other | 0.83% |
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 | -- |