Wilshire Advisors LLC

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Assets, Funds, Holdings

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Wilshire Advisors LLC
CRD #6210
SEC #801-36233
CIK #0001616628
AUM $95.6 BB (2023-03-31)
Employees 273 (30% Investors, 4% Brokers)
Phone310-451-3051
Address1299 Ocean Avenue Suite 600
Santa Monica, CA 90401-1085
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($BB)
1008060402001999200720152024
Sector Form 13F Holdings Cap ($MM) Value ($MM)
LDI 236.3 0.0
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($MM)
90072054036018002015201820212024
Type Form D Funds Date Sold ($MM) AUM ($MM)
PE 2022 Wilshire Private Credit Annual Fund Series LP 2023-03-31 0.0
PE 2022 Wilshire Private Equity Annual Fund Series LP 2023-03-31 0.0
PE Mill Creek Wilshire Private Equity 2022 LP 2023-03-31 17.7
PE Summit Hill Alternate Yield Fund LP 2023-03-31 127.0
PE Wilshire - BBI UK VC Co-Invest LP 2023-03-31 0.0
PE Wilshire BVV Europe LP Series VI 2022-03-31 45.6
PE Wilshire BVV US LP Series VII 2022-03-31 53.7
PE Wilshire European Venture Capital Fund II SCSP 2022-03-31 58.6
HF Wilshire Institutional Master Fund II SPC - Systematic Cross Premia SP 2022-03-31 51.4
PE Wilshire Mncppc Employees' Retirement System Global LP Series III 2022-03-31 4.7
View All
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 280,253 41.7
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 2 1.5
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 45 1.5
(g) Pension and profit sharing plans 27,818 18.5
(h) Charitable organizations 1 0.0
(i) State or municipal government entities 4 2.4
(j) Other investment advisers 17 2.2
(k) Insurance companies 2 12.2
(l) Sovereign wealth funds and foreign official institutions 3 0.5
(m) Corporations or other businesses not listed above 5 0.2
(n) Other 10 14.7
Total 591,801 95.6
By Discretionary
Discretionary 591,800 95.3
Non-Discretionary 1 0.3
Total 591,801 95.6
By Non-United States Persons
Non-United States Persons 0.8
United States Persons 94.7
Total 591,801 95.6
Limited Partners2011 - 2024
Ohio Police & Firefighters
Form D Directors # Filings # Firms 2011 - 2024
Michelle WilsonClarke 272
Georgia Prinsloo 118
Scott Lennon 148
Warren Keens 119
Isatou Sey 41
Victor Zhang 8
Jason Schwarz 3
Jamie Ohl 2
Anthony Wicklund 1
Jonathan Miles 1
View All
EDGAR Form CIK 2011 - 2024
13F-HR [0001616628]
3 [0001616628]
SC 13G [0001616628]
Form 13D/13G Filer Form 13D/13G Subject Filed
Wilshire Advisors LLC iShares Trust [2021-09-14]
Form 3/4/5 Subject 2011 - 2024
Delaware Wilshire Private Markets Fund
Wilshire Advisors LLC
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