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Wilshire Small Company Value Fund Class Institutional (WSMVX)

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21.870 +0.240    +1.11%
11/04 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 15.87M
Wilshire Small Company Value Fund Class Institutio 21.870 +0.240 +1.11%

WSMVX Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Wilshire Small Company Value Fund Class Institutio (WSMVX) fund. Our Wilshire Small Company Value Fund Class Institutio portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 1.990 2.010 0.020
Stocks 98.010 98.010 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 13.563 12.982
Price to Book 1.422 1.458
Price to Sales 0.989 0.991
Price to Cash Flow 7.083 7.218
Dividend Yield 2.268 2.161
5 Years Earnings Growth 9.907 10.746

Sector Allocation

Name  Net % Category Average
Financial Services 30.540 25.119
Industrials 18.060 17.049
Consumer Cyclical 11.190 12.318
Real Estate 8.300 7.938
Technology 6.660 10.214
Energy 6.100 6.598
Basic Materials 5.540 5.740
Healthcare 5.350 6.544
Consumer Defensive 4.380 3.988
Utilities 2.770 3.499
Communication Services 1.110 2.382

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 631

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Mr. Cooper US62482R1077 1.50 110.00 +1.33%
  Triumph Bancorp US89679E3009 1.46 49.00 -0.79%
  Red Rock Resorts US75700L1089 1.43 40.49 +0.37%
First Advantage Corp - 1.17 - -
  Live Oak Bancshares Inc US53803X1054 1.16 23.48 -1.14%
  Enovis US1940145022 1.15 32.01 -0.28%
  Allegiant US01748X1028 1.00 46.51 +0.28%
  Ryman Hospitality Properties US78377T1079 0.97 85.46 +2.38%
  Bank Ozk US06417N1037 0.94 37.97 +0.90%
  Ducommun US2641471097 0.86 55.56 +0.60%

Top Equity Funds by Wilshire Mutual Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Wilshire VIT Global Allocation Fund 443.78M 0.16 4.54 5.64
  Wilshire 5000 Index Invmt 196.41M 26.45 9.95 12.30
  Wilshire International Equity Instl 195.34M 4.93 3.49 6.86
  Wilshire Large Company Growth Instl 160.75M 36.31 10.06 14.79
  Wilshire Large Company Value Instl 143.81M 21.04 9.39 8.18
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