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WFIVX Holdings List NMFQS:WFIVX

Large Blend | Wilshire Mutual Funds
$35.06
↑ $0.00 (0.00%)
Last Updated: Mar 21, 2026

FT Wilshire 5000 Index Portfolio Investment Class Shares (WFIVX) - Large Blend fund with $296.96 Million in assets. The fund allocates 33.24% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.

The largest holding in the fund is Microsoft Corp at 5.87% of total assets. This is followed by Apple Inc (5.91%) and NVIDIA Corp (6.76%).

WFIVX Holdings

Name Weight Owned Change
Microsoft Corp 5.87% - -
Apple Inc 5.91% - -
NVIDIA Corp 6.76% - -
Amazon.com Inc 3.22% - -
Meta Platforms Inc 2.49% - -
Alphabet Inc 1.92% - -
Eli Lilly Co 1.44% - -
Broadcom Inc 2.34% - -
JPMorgan Chase Co 1.36% - -
Tesla Inc 1.93% - -

Asset Allocation

Bond 0.00%
Cash 0.20%
Non US Stock 0.83%
Not Classified 0.00%
Other 0.00%
US Stock 98.96%

Market Cap

AverageMarketCap 291704.46%
Giant 40.43%
Large 31.62%
Medium 19.29%
Micro 2.07%
Small 6.38%

Sector Weights

Cash and Equivalents 2.21%
Corporate 2.21%
Derivative 2.21%
Government 2.21%
Municipal 2.21%
Securitized 2.21%
Basic Materials 1.95%
Consumer Cyclical 10.53%
Financial Services 13.76%
Real Estate 2.31%
Consumer Defensive 4.52%
Healthcare 10.20%
Utilities 2.21%
Communication Services 10.26%
Energy 3.02%
Industrials 8.41%
Technology 32.83%

World Regions

Latin America 0.17%
North America 99.20%
Asia Developed 0.04%
Asia Emerging 0.12%
Australasia 0.00%
Japan 0.00%
Africa/Middle East 0.01%
Europe Developed 0.37%
Europe Emerging 0.00%
United Kingdom 0.09%