Wilshire Associates Incorporated

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Assets, Funds, Holdings

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CAFR Data
Wilshire Associates Incorporated
CRD #6210
SEC #801-36233
CIK #
AUM $72.8 BB (100% Disc, 99% US, 2020-03-30)
Employees265 (31% Investors, 6% Brokers)
Phone310-451-3051
Address1299 Ocean Avenue Suite 700
Santa Monica, CA 90401-1085
Source [IAPD] [Website]
Total AUM ($BB)
907254361801999200620132021
Sector Issuer Cap ($MM) Value ($MM)
IGSB 7.2
VOO 5.4
VWO 5.4
IGOV 4.7
VOO 4.7
BNDX 4.6
AGG 4.4
IWM 4.1
VEA 3.3
IEMG 3.1
View All
Holdings by Sector ($)
0.20.20.10.10.00.02015201620182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF Wilshire Diversified MAP Fund LLC - Conservative Series [2011-04-20] 129.6 7.5
HF Wilshire Diversified MAP Fund LLC - Diversified Series [2011-04-20] 129.6 56.3
HF Wilshire Diversified MAP Fund LLC - Global Macro Series [2011-04-20] 129.6 0.0
HF Wilshire Diversified MAP Fund LLC - Opportunistic Series [2011-04-20] 129.6 14.7
HF Wilshire Institutional Master Fund II SPC - Balcony Ultra Decay Strategy SP [2011-04-20] 7,015.6 10.5
HF Wilshire Institutional Master Fund II SPC - Lazard Rathmore Segregated Portfolio [2011-04-20] 7,015.6 25.2
HF Wilshire Institutional Master Fund II SPC - Wilshire 400 Capital Mortgage Opportunities SP [2011-04-20] 7,015.6 17.9
HF Wilshire Institutional Master Fund II SPC - Wilshire Alden G Driven Opportunities Segregated Portfolio Global Event Driven Oppor [2011-04-20] 7,015.6 34.1
HF Wilshire Institutional Master Fund II SPC - Wilshire Chilton Long/Short Segregated Portfolio [2011-04-20] 7,015.6 20.9
HF Wilshire Institutional Master Fund II SPC - Wilshire Clearance Real Estate Strategy SP [2011-04-20] 7,015.6 21.3
View All
Fund Directors # Filings # Firms 2011 - 2020
Michelle WilsonClarke 134 62
Scott Lennon 59 28
Georgia Prinsloo 43 22
Warren Keens 51 19
Isatou Sey 17 11
Victor Zhang 2 1
Jamie Ohl 2 1
Jason Schwarz 2 1
Jonathan Miles 1 1
Anthony Wicklund 1 1
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