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Wilshire Small Company Value Fund Class Institutional (WSMVX)

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26.570 -0.210    -0.78%
20/02 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 20.17M
Wilshire Small Company Value Fund Class Institutio 26.570 -0.210 -0.78%

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
Shares 98.010 98.010 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 13.563 13.024
Price to Book 1.422 1.466
Price to Sales 0.989 0.993
Price to Cash Flow 7.083 7.338
Dividend Yield 2.268 2.119
5 Years Earnings Growth 9.907 10.823

Sector Allocation

Name  Net % Category Average
Financial Services 30.540 24.859
Industrials 18.060 17.123
Consumer Cyclical 11.190 12.463
Real Estate 8.300 7.928
Technology 6.660 10.219
Energy 6.100 6.673
Basic Materials 5.540 5.838
Healthcare 5.350 6.500
Consumer Defensive 4.380 3.926
Utilities 2.770 3.552
Communication Services 1.110 2.451

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 1.50 110.51 +1.25%
  Triumph Bancorp US89679E3009 1.46 67.48 -4.24%
  Red Rock Resorts US75700L1089 1.43 51.40 -2.63%
First Advantage Corp - 1.17 - -
  Live Oak Bancshares Inc US53803X1054 1.16 31.99 -2.65%
  Enovis US1940145022 1.15 42.71 -2.71%
  Allegiant US01748X1028 1.00 81.64 -5.04%
  Ryman Hospitality Properties US78377T1079 0.97 98.44 -5.02%
  Bank Ozk US06417N1037 0.94 47.45 -3.95%
  Ducommun US2641471097 0.86 61.26 -2.14%

Top Equity Funds by Wilshire Mutual Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Wilshire VIT Global Allocation Fund 491.31M 2.73 4.41 6.28
  Wilshire 5000 Index Invmt 235M 26.45 9.95 12.30
  Wilshire International Equity Instl 222.51M 4.93 3.49 6.86
  Wilshire Large Company Growth Instl 178.2M 36.31 10.06 14.79
  Wilshire Large Company Value Instl 164.02M 21.04 9.39 8.18
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