Wilshire Small Company Growth Portfolio Inst (WSMGX)
26.28
-0.33
(-1.24%)
USD |
Aug 24 2026
WSMGX Asset Allocations & Exposures
Asset Allocation
As of June 30, 2026.
| Type | % Net |
|---|---|
| Cash | 1.82% |
| Stock | 98.40% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.22% |
Market Capitalization
As of June 30, 2026
| Large | 0.76% |
| Mid | 1.65% |
| Small | 97.59% |
Region Exposure
| Americas | 96.52% |
|---|---|
|
North America
|
95.89% |
| Canada | 0.63% |
| United States | 95.26% |
|
Latin America
|
0.64% |
As of June 30, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 2.90% |
|---|---|
| United Kingdom | 0.94% |
|
Europe Developed
|
1.49% |
| France | 0.23% |
| Ireland | 0.27% |
| Italy | 0.55% |
| Netherlands | 0.26% |
| Switzerland | 0.02% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.47% |
| Israel | 0.47% |
| Greater Asia | 0.80% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.80% |
| Singapore | 0.80% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | -0.22% |
|---|
Stock Sector Exposure
| Cyclical |
|
21.65% |
| Materials |
|
1.62% |
| Consumer Discretionary |
|
11.00% |
| Financials |
|
7.78% |
| Real Estate |
|
1.26% |
| Sensitive |
|
52.70% |
| Communication Services |
|
1.63% |
| Energy |
|
5.73% |
| Industrials |
|
25.04% |
| Information Technology |
|
20.29% |
| Defensive |
|
25.22% |
| Consumer Staples |
|
1.48% |
| Health Care |
|
23.20% |
| Utilities |
|
0.54% |
| Not Classified |
|
0.43% |
| Non Classified Equity |
|
0.43% |
As of June 30, 2026
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |