13F Filings History of Wilshire Advisors LLC

13F snapshot Latest parsed holdings, value, and filing-period context. 1 signal
Form 13F summary
  • Wilshire Advisors LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
  • Form 13F is generally due within 45 days after each calendar quarter ends.
  • Wilshire Advisors LLC reported 7 equity holdings with a total reported market value of $10,335,777 for Q2 2026. Top reported holdings included IEFA, IJH, GOVT, IJR, and IGSB.
Manager Names, identifiers, and filing context for this profile. 2 identity fields
Manager signature
Steven O'Connor - Chief Compliance Officer
Manager location
Santa Monica, CA

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Holdings Value

Form 13F evidence

Quarterly portfolio filings

SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.

Latest quarter
Q2 2026
Latest value
$10,335,777
Quarter delta
+$371,335
Accepted
27 Jul 2026, 09:34
Rows shown
1-25 of 43
Quarter Holdings SEC-reported value Bought Sold Net Top Holdings Form Type Accepted by SEC
Q2 2026 7 $10,335,777 +$3,422,207 -$3,724,435 -$302,228 IEFA, IJH, GOVT, IJR, IGSB 13F-HR 27 Jul 2026, 09:34
Q1 2026 6 $9,964,442 $0 -$1,735,013 -$1,735,013 IEFA, AGG, IJR, IGSB, IEMG 13F-HR 27 May 2026, 12:45
Q4 2025 7 $11,610,604 +$847,355 -$22,424,414 -$21,577,059 IEFA, AGG, IGSB, IJR, OMDA 13F-HR 27 May 2026, 12:44
Q3 2025 7 $38,588,075 +$28,768,046 -$1,837,187 +$26,930,859 LDI, FATE, IEFA, AGG, IJR 13F-HR 14 Nov 2025, 09:52
Q2 2025 6 $11,056,426 $0 -$5,812,957 -$5,812,957 IEFA, IJR, IGSB, AGG, IEMG 13F-HR 14 Aug 2025, 12:26
Q1 2025 16 $5,812,957 $0 $0 $0 EFA, IVV, STIP Restatement 29 May 2025, 12:36
Q4 2024 11 $273,791,000 +$72,617,642 -$55,797 +$72,561,845 IVV, IEFA, AGG, STIP, REET 13F-HR 14 Feb 2025, 15:50
Q3 2024 11 $208,196,000 +$580,922 -$3,676,503 -$3,095,581 IVV, IEFA, AGG, STIP, REET 13F-HR 13 Nov 2024, 11:04
Q2 2024 11 $199,450,975 +$942,622 -$4,299,506 -$3,356,884 IVV, IEFA, AGG, STIP, REET 13F-HR 14 Aug 2024, 11:07
Q1 2024 11 $201,015,058 +$3,496,235 -$4,629,496 -$1,133,261 IVV, IEFA, AGG, STIP, REET 13F-HR 15 May 2024, 10:36
Q4 2023 11 $193,049,701 +$878,398 -$3,451,352 -$2,572,954 IVV, IEFA, AGG, STIP, REET 13F-HR 14 Feb 2024, 09:22
Q3 2023 10 $180,028,897 +$1,273,021 -$2,671,017 -$1,397,996 IVV, IEFA, AGG, STIP, REET 13F-HR 14 Nov 2023, 11:00
Q2 2023 9 $188,675,785 +$1,823,988 -$5,376,115 -$3,552,127 IVV, IEFA, AGG, STIP, REET 13F-HR 14 Aug 2023, 11:00
Q1 2023 9 $186,778,365 +$3,046,403 -$9,361,877 -$6,315,474 IVV, IEFA, AGG, STIP, REET 13F-HR 15 May 2023, 11:01
Q4 2022 11 $183,135,791 +$81,346 -$4,576,679 -$4,495,333 IVV, IEFA, AGG, STIP, REET 13F-HR 14 Feb 2023, 11:00
Q3 2022 11 $174,684,000 +$3,159,373 -$5,795,231 -$2,635,858 IVV, IEFA, AGG, STIP, REET 13F-HR 14 Nov 2022, 11:00
Q2 2022 11 $191,101,000 +$4,886,712 -$9,661,155 -$4,774,443 IVV, IEFA, AGG, STIP, REET 13F-HR 15 Aug 2022, 11:00
Q1 2022 10 $223,807,000 +$4,593,000 -$29,076,891 -$24,483,891 IVV, IEFA, AGG, STIP, REET 13F-HR 16 May 2022, 12:00
Q4 2021 14 $260,933,000 +$224,244,609 -$513,371 +$223,731,238 IVV, IEFA, AGG, STIP, REET 13F-HR 14 Feb 2022, 12:19
Q3 2021 9 $37,556,000 +$5,866,920 -$6,560,618 -$693,698 IEFA, IEMG, BNDX, ISTB, IGOV 13F-HR 15 Nov 2021, 14:59
Q2 2021 9 $39,082,000 +$34,091 -$67,855,948 -$67,821,857 IEFA, IEMG, BNDX, IGOV, EFV 13F-HR 16 Aug 2021, 12:17
Q1 2021 23 $105,844,000 +$3,248,377 -$5,960,272 -$2,711,895 VOO, IEFA, IUSB, VEA, AGG 13F-HR 17 May 2021, 12:00
Q4 2020 22 $105,332,000 +$15,916,339 -$17,393,515 -$1,477,176 VOO, IEFA, IUSB, VEA, AGG 13F-HR 16 Feb 2021, 12:00
Q3 2020 24 $98,344,000 +$6,679,986 -$6,545,388 +$134,598 VOO, EFV, VEA, IUSB, AGG 13F-HR 16 Nov 2020, 12:00
Q2 2020 24 $95,131,000 +$11,717,603 -$19,599,565 -$7,881,962 VOO, EFV, VEA, AGG, BNDX 13F-HR 14 Aug 2020, 12:06
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