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| Wilshire Advisors LLC
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|---|---|
| CRD # | 6210 |
| SEC # | 801-36233 |
| CIK # | 0001616628 |
| AUM | $94.9 BB (2024-08-23) |
| Employees | 298 (31% Investors, 5% Brokers) |
| Phone | 310-451-3051 |
| Address | 1299 Ocean Avenue Suite 600 Santa Monica, CA 90401-1085 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| ALLK | 176.9 | 0.1 | |
| LDI | 236.3 | 0.0 | |
| FATE | 2,391.6 | 0.0 | |
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | WM Alternatives TOPS Long/Short Equity Fund Limited | [2024-08-23] | 34.6 | 13.4 |
| HF | WM Alternatives TOPS Long/Short Equity Fund LLC | [2024-08-23] | 118.2 | 61.2 |
| PE | BVK Europe Opportunities Fund IV LP | 2024-03-30 | 166.6 | |
| HF | CMAP Macrogm Fund Limited | [2024-03-30] | 650.0 | 288.8 |
| PE | Wilshire New Waves SPV LP | 2024-03-30 | 16.6 | |
| PE | Wilshire Private Markets Japan Unit Trust Series C Trust | 2024-03-30 | 5.2 | |
| HF | WMS SPC - CMAP Macro WL Fund SP | [2024-03-30] | 500.0 | 249.2 |
| HF | CMAP Macrocp Fund Limited | [2023-09-29] | 500.0 | 743.7 |
| PE | 2022 Wilshire Private Credit Annual Fund Series LP | 2023-03-31 | 38.9 | |
| PE | 2022 Wilshire Private Equity Annual Fund Series LP | 2023-03-31 | 19.5 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| 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 | 5 | 1.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 83 | 35.6 |
| (g) Pension and profit sharing plans | 76,390 | 8.9 |
| (h) Charitable organizations | 23 | 0.7 |
| (i) State or municipal government entities | 34 | 1.6 |
| (j) Other investment advisers | 12,618 | 1.3 |
| (k) Insurance companies | 5 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 284,494 | 45.2 |
| Total | 373,588 | 94.9 |
| By Discretionary | ||
| Discretionary | 319,668 | 94.0 |
| Non-Discretionary | 53,920 | 0.9 |
| Total | 373,588 | 94.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 30.6 | |
| United States Persons | 64.3 | |
| Total | 373,588 | 94.9 |
| Limited Partners | 2011 - 2024 |
|---|---|
| Ohio Police & Firefighters |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Michelle WilsonClarke | 277 | |||
| Scott Lennon | 154 | |||
| Georgia Prinsloo | 125 | |||
| Warren Keens | 123 | |||
| Isatou Sey | 41 | |||
| John Boothman | 52 | |||
| BlackRock Financial Management Inc | 64 | |||
| Alastair Torvaney | 63 | |||
| Marshall Wace LLP | 51 | |||
| Lionel Erdely | 70 | |||
| 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 |
|---|---|
| Wilshire Private Assets Fund | |
| Wilshire Advisors LLC | |
| Wilshire Private Assets Tender Fund |
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