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Wilshire Small Company Growth Portfolio Investment Class Shares (0P00002PEH)

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Condition

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15.920 -0.010    -0.06%
30/05 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 5.16M
Wilshire Small Company Growth Portfolio Investment 15.920 -0.010 -0.06%

0P00002PEH Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Wilshire Small Company Growth Portfolio Investment (0P00002PEH) fund. Our Wilshire Small Company Growth Portfolio Investment 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 1.530 1.580 0.050
Shares 98.460 98.460 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 21.484 21.788
Price to Book 2.936 3.092
Price to Sales 2.006 2.106
Price to Cash Flow 9.872 12.234
Dividend Yield 0.662 0.650
5 Years Earnings Growth 12.232 14.344

Sector Allocation

Name  Net % Category Average
Technology 23.610 23.846
Healthcare 21.920 20.386
Industrials 18.000 20.148
Consumer Cyclical 11.210 11.219
Financial Services 8.390 10.078
Consumer Defensive 5.760 4.552
Energy 4.770 3.721
Basic Materials 2.810 3.390
Utilities 1.430 1.429
Communication Services 1.140 2.158
Real Estate 0.980 2.991

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 367

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Pegasystems US7055731035 2.29 98.15 +1.80%
  Workiva Inc US98139A1051 2.18 67.29 +0.70%
  Texas Roadhouse US8826811098 1.95 195.21 -0.29%
  LeMaitre Vascular US5255582018 1.90 82.20 +1.39%
  Guidewire US40171V1008 1.56 215.02 +1.75%
Excelerate Energy Inc Class A - 1.50 - -
  AAON US0003602069 1.48 96.29 +0.15%
  Casella US1474481041 1.43 117.21 +1.67%
  Sprouts Farmers US85208M1027 1.39 172.86 +3.24%
  OneSpaWorld BSP736841136 1.37 18.86 -0.63%

Top Equity Funds by Wilshire Mutual Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Wilshire VIT Global Allocation Fund 482.52M 1.02 7.22 5.59
  Wilshire 5000 Index Invmt 219.35M 26.45 9.95 12.30
  Wilshire International Equity Instl 220.98M 4.93 3.49 6.86
  Wilshire Large Company Growth Instl 186.97M 36.31 10.06 14.79
  Wilshire Large Company Value Instl 157.03M 21.04 9.39 8.18
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