Wilshire Advisors LLC

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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
PE Wilshire New Waves Fund LP 2022-03-31 6.0
Other Wilshire Solutions Trust-Climate Transition Fund 2022-03-31 204.4
PE BVK Europe Opportunities Fund III LP 2021-03-31 113.3
HF Wilshire Institutional Master Fund II SPC - Oakdale Liquid Alternatives Segregated Portfolio 2021-03-31 50.2
PE Wilshire Private Credit Annual Fund Series LP 2021-03-31 0.1
PE Wilshire Private Equity Annual Fund Series LP 2021-03-31 4.1
PE Summit Hill Credit Fund LP 2020-03-30 586.7
PE Summit Hill Real Assets Fund LP 2020-03-30 440.6
PE Wilshire BVV Europe LP Series V 2020-03-30 66.4
PE Wilshire BVV US LP Series VI 2020-03-30 42.8
HF Wilshire Institutional Master Fund II SPC - Larch Lane Absolute Return Stategy Segregated Portfolio 2020-03-30 24.1
PE Wilshire Private Markets Family Office Fund IV LP 2020-03-30 17.5
PE BVK Europe Opportunities Fund II LP 2019-03-28 203.3
HF Oceans Umbrella SICAV SIF - Wilshire Hedged Opportunities Fund 2019-03-28 106.1
HF Wilshire Institutional Master Fund II SPC - Defensive Risk Premia Segregated Portfolio 2019-03-28 36.2
HF Wilshire Institutional Master Fund II SPC - Diversified Risk Premia Segregated Portfolio 2019-03-28 37.2
PE Wilshire BVV Europe LP Series IV 2018-03-30 91.6
PE Wilshire BVV US LP Series V 2018-03-30 90.3
HF Wilshire Institutional Master Fund II SPC - Global Equity Factor SP 2018-03-30 8.3
PE Wilshire Private Markets Family Office Fund III LP 2018-03-30 40.2
HF Wilshire Institutional Master Fund II SPC - Marble Multiple Alternative Risk Premia SP 2017-03-31 208.8
HF Wilshire Institutional Master Fund II SPC - US IGX SP 2017-03-31 45.3
PE Wilshire Mncppc Employees' Retirement System Global LP Series II 2017-03-31 67.4
PE BVK Europe Opportunities Fund I LP 2016-03-30 193.6
PE Wilshire BVV Europe LP Series III 2016-03-30 49.7
PE Wilshire BVV Europe Venture Fund LP Series I 2016-03-30 138.2
PE Wilshire BVV US LP Series IV 2016-03-30 76.2
HF Wilshire Institutional Master Fund II SPC - European Investment Grade Alternative Bear SP 2016-03-30 7.0
HF Wilshire Institutional Master Fund II SPC - European Investment Grade Alternative Bull SP 2016-03-30 9.6
HF Wilshire Institutional Master Fund II SPC- Global Equities Bear Segregated Portfolio 2016-03-30 7.3
HF Wilshire Institutional Master Fund II SPC- Global Equities Bull Segregated Portfolio 2016-03-30 10.0
HF Wilshire Institutional Master Fund II SPC - Time Series Momentum Bear Segregated Portfolio 2016-03-30 8.3
HF Wilshire Institutional Master Fund II SPC - Time Series Momentum Bull Segregated Portfolio 2016-03-30 7.9
HF Wilshire Institutional Master Fund II SPC- US Equity Size Bear Segregated Portfolio 2016-03-30 8.8
HF Wilshire Institutional Master Fund II SPC- US Equity Size Bull Segregated Portfolio 2016-03-30 9.3
HF Wilshire Institutional Master Fund II SPC - US Investment Grade Alternative Bear SP 2016-03-30 8.3
HF Wilshire Institutional Master Fund II SPC - US Investment Grade Alternative Bull SP 2016-03-30 9.0
HF Wilshire Institutional Master Fund II SPC - Wilshire Dynamic Opportunities Segregated Portfolio 2016-03-30 21.9
HF Wilshire Institutional Master Fund II SPC - Wilshire Elements Global Hedged Opportunities SP 2016-03-30 9.9
HF Wilshire Institutional Master Fund II SPC - Wilshire Elements Multi-Factor SP 2016-03-30 50.8
HF Wilshire Institutional Master Fund II SPC - Wilshire MN Xenon Global Fixed Income SP 2016-03-30 3.5
HF Wilshire Institutional Master Fund II - Sunstone Global Factor Strategy Onshore SP 2016-03-30 6.2
PE Wilshire Private Markets Family Office Fund II LP 2016-03-30 23.6
PE Wilshire BVV US LP Series III 2015-03-31 66.5
PE Wilshire Global Private Markets Fund IX LP 2015-03-31 65.0
HF Wilshire Institutional Master Fund II - Sunstone Global Factor Strategy SP 2015-03-31 53.9
HF Wilshire Institutional Master Fund II - Wilshire Halcyon Multi Strategy SP [2015-03-31] 7,180.5 18.9
HF Wilshire Institutional Master Fund II - Wilshire P/E Conservative FX Strategy SP 2015-03-31 8.6
HF Wilshire Institutional Master Fund II SPC - Wilshire Alden G Driven Opportunities Segregated Portfolio Global Event Driven Oppor [2014-04-01] 7,180.5 34.1
PE Wilshire Mncppc Employees Retirement System Global LP 2014-04-01 50.0
PE Wilshire Private Markets Family Office Fund I LP 2014-04-01 17.9
PE Wilshire Private Markets Real Estate Family Office Fund I LP 2014-04-01 3.5
Other Wilshire Solutions Trust-Core Fixed Income Fund 2013-04-08 154.8
Other Wilshire Solutions Trust-Non US Equity Fund 2013-04-08 65.5
Other Wilshire Solutions Trust-Real Assets Fund 2013-04-08 87.4
Other Wilshire Solution Trust - Diversified Credit Fund 2013-04-08 95.4
PE Wilshire BVV Europe LP Series II 2013-04-01 40.2
PE Wilshire BVV US LP Series II 2013-04-01 78.4
Other Wilshire Solutions Trust-Us Equity Fund 2013-04-01 101.6
HF Wilshire Institutional Master Fund II SPC - Balcony Ultra Decay Strategy SP [2012-10-19] 7,180.5 10.5
HF Wilshire Institutional Master Fund II SPC - Wilshire 400 Capital Mortgage Opportunities SP [2012-10-19] 7,180.5 17.9
HF Wilshire Institutional Master Fund II SPC - Wilshire Clearance Real Estate Strategy SP [2012-10-19] 7,180.5 21.3
HF Wilshire Institutional Master Fund II SPC - Wilshire Ecofin Vista Long/Short Strategy SP [2012-10-19] 7,180.5 0.0
HF Wilshire Institutional Master Fund II SPC - Wilshire Fasanara Credit Strategies II SP [2012-10-19] 7,180.5 0.0
PE Wilshire Asia Private Markets Fund VIII LP [2012-03-30] 2.2
PE Wilshire Asia Private Markets Fund VIII Offshore LP 2012-03-30 8.0
PE Wilshire Asia Private Markets Fund VII LP 2012-03-30 3.3
PE Wilshire Associates Private Markets Fund 2012-03-30 0.6
PE Wilshire Associates Private Markets Fund II 2012-03-30 0.4
PE Wilshire Australian Private Markets No 1 Fund 2012-03-30 19.7
PE Wilshire Australia Private Markets Fund 2012-03-30 0.1
PE Wilshire Australia Private Markets Pooled Superannuation Trust 2012-03-30 0.9
PE Wilshire BVV Europe LP Series I 2012-03-30 76.8
PE Wilshire BVV US LP Series I 2012-03-30 24.5
HF Wilshire Diversified MAP Fund LLC - Conservative Series [2012-03-30] 129.6 7.5
HF Wilshire Diversified MAP Fund LLC - Diversified Series [2012-03-30] 129.6 56.3
HF Wilshire Diversified MAP Fund LLC - Global Macro Series [2012-03-30] 129.6 0.0
HF Wilshire Diversified MAP Fund LLC - Opportunistic Series [2012-03-30] 129.6 14.7
PE Wilshire DL Fund CV 2012-03-30 0.0
PE Wilshire European Private Markets Fund VIII LP [2012-03-30] 33.0
PE Wilshire European Private Markets Fund VIII Offshore LP 2012-03-30 2.1
PE Wilshire European Private Markets Fund VII LP 2012-03-30 4.8
PE Wilshire European Private Markets Fund VI LP 2012-03-30 0.0
PE Wilshire European Private Markets Fund V LP 2012-03-30 0.0
HF Wilshire Institutional Master Fund II SPC - Lazard Rathmore Segregated Portfolio [2012-03-30] 7,180.5 25.2
HF Wilshire Institutional Master Fund II SPC - Wilshire Chilton Long/Short Segregated Portfolio [2012-03-30] 7,180.5 20.9
HF Wilshire Institutional Master Fund II SPC - Wilshire Fasanara COSS SP [2012-03-30] 7,180.5 9.4
HF Wilshire Institutional Master Fund II SPC - Wilshire Fasanara Credit Strategies SP [2012-03-30] 7,180.5 13.8
HF Wilshire Institutional Master Fund II SPC - Wilshire First Quadrant FX Segregated Portfolio [2012-03-30] 7,180.5 5.1
HF Wilshire Institutional Master Fund II SPC - Wilshire Ore Hill International Segregated Portfolio [2012-03-30] 7,180.5 1.2
HF Wilshire Institutional Master Fund II SPC - Wilshire PSAM Worldarb Segregated Portfolio [2012-03-30] 7,180.5 2.3
HF Wilshire Institutional Master Fund II SPC - Wilshire Southpaw Opportunity Segregated Portfolio [2012-03-30] 7,180.5 0.0
HF Wilshire Institutional Master Fund II SPC - Wilshire Welton Global Directional Segregated Portfolio [2012-03-30] 7,180.5 5.5
HF Wilshire Institutional Master Fund SPC - Guggenheim Alpha Segregated Portfolio 2012-03-30 229.6
PE Wilshire Non-US Private Markets Fund IV LP 2012-03-30 0.0
PE Wilshire Non-US Private Markets Fund IV Offshore LP 2012-03-30 0.1
PE Wilshire Private Equity Fund CV 2012-03-30 4.2
PE Wilshire Private Markets ACT No 1 Fund 2012-03-30 94.2
PE Wilshire Private Markets ACT No 2 Fund 2012-03-30 80.2
PE Wilshire Private Markets Asia No 1 Fund 2012-03-30 0.0
PE Wilshire Private Markets Asia No 2 Fund 2012-03-30 12.6
PE Wilshire Private Markets Australia No 2 Fund 2012-03-30 69.4
PE Wilshire Private Markets Fund III LP 2012-03-30 0.2
PE Wilshire Private Markets III Offshore LP 2012-03-30 0.0
PE Wilshire Private Markets Japan Master Fund III Ltd 2012-03-30 81.1
PE Wilshire Private Markets Japan Master Fund II LP 2012-03-30 0.0
PE Wilshire Private Markets Japan Master Fund I LP 2012-03-30 7.4
PE Wilshire Private Markets Opportunities Fund II-B LP [2012-03-30] 9.3
PE Wilshire Private Markets Opportunities Fund II LP [2012-03-30] 2.4
PE Wilshire Private Markets Short Duration Fund I LP 2012-03-30 0.0
PE Wilshire SPF Fund II LP [2012-03-30] 4.7
PE Wilshire SPF Fund LP 2012-03-30 0.0
PE Wilshire US Private Markets Fund IV LP 2012-03-30 0.0
PE Wilshire US Private Markets Fund IV Offshore LP 2012-03-30 1.2
PE Wilshire US Private Markets Fund VIII LP [2012-03-30] 45.3
PE Wilshire US Private Markets Fund VIII Offshore LP 2012-03-30 9.5
PE Wilshire US Private Markets Fund VII LP 2012-03-30 34.9
PE Wilshire US Private Markets Fund VI LP 2012-03-30 0.0
PE Wilshire US Private Markets Fund VI Offshore LP 2012-03-30 0.0
PE Wilshire US Private Markets Fund V LP 2012-03-30 0.0
PE Wilshire US Private Markets Fund V Offshore LP 2012-03-30 3.3
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 - 2023
Ohio Police & Firefighters
Form D Directors # Filings # Firms 2011 - 2023
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 - 2023
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 - 2023
Delaware Wilshire Private Markets Fund
Wilshire Advisors LLC
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