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WFIVX Holdings List NMFQS:WFIVX

Large Blend | Wilshire Mutual Funds
$38.80
↑ $0.08 (0.21%)
Last Updated: Jul 23, 2026

Wilshire 5000 Index Portfolio Investment Class Shares (WFIVX) - Large Blend fund with $304.77 Million in assets. The fund allocates 33.11% 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 5.38% of total assets. This is followed by Apple Inc (6.13%) and NVIDIA Corp (6.61%).

WFIVX Holdings

Name Weight Owned Change
Microsoft Corp 5.38% - -
Apple Inc 6.13% - -
NVIDIA Corp 6.61% - -
Amazon.com Inc 3.39% - -
Meta Platforms Inc 2.17% - -
Alphabet Inc 2.41% - -
Eli Lilly Co 1.38% - -
Broadcom Inc 2.43% - -
JPMorgan Chase Co 1.36% - -
Tesla Inc 1.85% - -

Asset Allocation

Bond 0.00%
Cash 0.15%
Non US Stock 0.72%
Not Classified 0.00%
Other 0.00%
US Stock 99.13%

Market Cap

AverageMarketCap 302684.37%
Giant 40.51%
Large 31.45%
Medium 19.69%
Micro 1.90%
Small 6.30%

Sector Weights

Cash and Equivalents 2.28%
Corporate 2.28%
Derivative 2.28%
Government 2.28%
Municipal 2.28%
Securitized 2.28%
Basic Materials 2.10%
Consumer Cyclical 9.86%
Financial Services 12.39%
Real Estate 2.36%
Consumer Defensive 4.76%
Healthcare 9.02%
Utilities 2.28%
Communication Services 10.50%
Energy 3.85%
Industrials 9.57%
Technology 33.31%

World Regions

Latin America 0.18%
North America 99.28%
Asia Developed 0.01%
Asia Emerging 0.10%
Australasia 0.00%
Japan 0.00%
Africa/Middle East 0.02%
Europe Developed 0.36%
Europe Emerging 0.00%
United Kingdom 0.06%