Wilshire ESG - Aggressive Growth (S:0P0001JOQ0)
17.96
+0.14
(+0.77%)
USD |
Dec 31 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of January 14, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Brown Advisory Sustainable Growth Fund Inst | 17.00% | 46.09 | -1.14% |
| Franklin ClearBridge Enhanced Income ETF | 17.00% | 55.26 | 0.57% |
| iShares ESG Aware MSCI EAFE ETF | 16.00% | 98.42 | 0.43% |
| DFA International Sustainability Core 1 Portfolio | 16.00% | 16.54 | -0.60% |
| iShares ESG MSCI USA Leaders ETF | 8.50% | 122.81 | -0.60% |
| Boston Trust Walden Midcap Fund | 8.50% | 23.26 | 0.00% |
| DFA Emerging Mrkts Sustainability Core 1 Port Inst | 5.00% | 12.19 | -0.41% |
| iShares ESG Aware MSCI EM ETF | 5.00% | 46.59 | 0.37% |
| iShares ESG Aware MSCI USA Small-Cap ETF | 2.50% | 48.77 | 0.31% |
| Boston Walden Trust Small Cap Fund | 2.50% | 17.39 | 0.00% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |