Wilshire Large Company Value Portfolio Inst (WLCVX)
21.73
-0.29
(-1.32%)
USD |
Mar 18 2026
WLCVX Asset Allocations & Exposures
Asset Allocation
As of January 31, 2026.
| Type | % Net |
|---|---|
| Cash | 4.36% |
| Stock | 82.23% |
| Bond | 11.15% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 2.25% |
Market Capitalization
As of January 31, 2026
| Large | 47.75% |
| Mid | 30.50% |
| Small | 21.74% |
Region Exposure
| Americas | 87.39% |
|---|---|
|
North America
|
86.40% |
| Canada | 1.98% |
| United States | 84.42% |
|
Latin America
|
0.99% |
| Chile | 0.00% |
| Mexico | 0.00% |
As of January 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 7.57% |
|---|---|
| United Kingdom | 2.85% |
|
Europe Developed
|
4.72% |
| Belgium | 0.17% |
| Denmark | 0.00% |
| Finland | 0.13% |
| France | 0.26% |
| Ireland | 2.73% |
| Netherlands | 0.00% |
| Sweden | 0.94% |
| Switzerland | 0.39% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Israel | 0.00% |
| Greater Asia | 0.72% |
|---|---|
| Japan | 0.22% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.51% |
| Taiwan | 0.51% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 4.31% |
|---|
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 |
|
35.85% |
| Materials |
|
6.39% |
| Consumer Discretionary |
|
7.05% |
| Financials |
|
21.44% |
| Real Estate |
|
0.97% |
| Sensitive |
|
38.52% |
| Communication Services |
|
5.64% |
| Energy |
|
6.43% |
| Industrials |
|
12.96% |
| Information Technology |
|
13.50% |
| Defensive |
|
22.27% |
| Consumer Staples |
|
5.52% |
| Health Care |
|
14.14% |
| Utilities |
|
2.61% |
| Not Classified |
|
3.36% |
| Non Classified Equity |
|
0.15% |
| Not Classified - Non Equity |
|
3.21% |
As of January 31, 2026
Bond Sector Exposure
As of January 31, 2026
| Type | % Net |
|---|---|
| Government | 2.28% |
| Corporate | 25.61% |
| Securitized | 71.67% |
| Municipal | 0.00% |
| Other | 0.43% |
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 | -- |