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 $99.1 B (2025-07-31)
Employees 270 (36% Investors, 7% Brokers)
Phone310-451-3051
Address1299 Ocean Avenue Suite 600
Santa Monica, CA 90401-1085
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($B)
1008060402002000200820172026
Sector Form 13F Holdings Value ($M)
Loandepot Inc 0.0
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
90072054036018002013201720212026
Type Form D Funds Date Sold ($M) AUM ($M)
HF Wilshire CH SPC - CMAP Macro CH Fund SP [2025-07-31] 250.0 253.5
HF Wilshire MK SPC - CMAP Macro MK Fund SP [2025-07-31] 250.0 251.9
PE 2025 Wilshire Private Credit Annual Fund Series LP [2025-04-08] 55.0 55.0
HF Wilshire Alternative Yield Solutions Fund LP [2025-04-08] 0.0 2.0
HF Wilshire Offshore Alternative Yield Solutions Ltd [2025-04-08] 0.0 10.0
PE Mill Creek Wilshire Private Equity 2024 LP [2025-02-04] 97.9 92.0
PE Wilshire BVV Europe LP Series VII 2025-02-04 62.0
PE Wilshire BVV US LP Series VIII 2025-02-04 41.7
PE Wilshire European Venture Capital Fund III SCSP [2025-02-04] 93.4 95.1
HF WA SPC - CMAP SRP AC Fund SP [2024-11-04] 250.0 201.2
View All
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 4 1.7
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 94 35.4
(g) Pension and profit sharing plans 85,440 8.3
(h) Charitable organizations 19 0.7
(i) State or municipal government entities 32 1.8
(j) Other investment advisers 12,614 1.3
(k) Insurance companies 3 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.1
(n) Other 289,092 49.7
Total 287,663 99.1
By Discretionary
Discretionary 287,661 98.2
Non-Discretionary 2 0.9
Total 287,663 99.1
By Non-United States Persons
Non-United States Persons 30.4
United States Persons 68.7
Total 287,663 99.1
Limited Partners2011 - 2025
Ohio Police & Firefighters
Form D Directors # Filings # Firms 2011 - 2025
Michelle WilsonClarke 278
Scott Lennon 159
Georgia Prinsloo 135
Warren Keens 125
Isatou Sey 41
John Boothman 52
BlackRock Financial Management Inc 64
Alastair Torvaney 63
Marshall Wace LLP 53
Lionel Erdely 70
View All
EDGAR Form CIK 2011 - 2025
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 - 2025
Wilshire Private Assets Fund
Wilshire Advisors LLC
Wilshire Private Assets Tender Fund
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Palisade Capital Management LP
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Manchester Capital Management LLC
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CM Wealth Advisors LLC
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