Wilshire Global Allocation Fund
Data updated: 2026-05-28
C000002798 — Wilshire Global Allocation Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. United States Multi-Cap / All-Cap Blend / Core Equity · $489.29M AUM · 1.29% expense ratio · 15.2% 1-yr return. From SEC regulatory filings.
C000002798 Fund Overview
Wilshire Global Allocation Fund is a US mutual fund managed by Wilshire Variable Insurance Trust, categorised as United States Multi-Cap / All-Cap Blend / Core Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Wilshire Variable Insurance Trust
- Category: United States Multi-Cap / All-Cap Blend / Core Equity
- Assets under management: $489.29M
- 1-year return: 15.2%
- SEC CIK: 0001026708
- SEC series ID: S000001038
- Share class ID: C000002798
C000002798 Holdings
Top 10 holdings of Wilshire Global Allocation Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| Wilshire International Equity | 21.92% |
| Wilshire Income Opportunities | 19.00% |
| Wilshire Large Company Value P | 17.16% |
| Wilshire Large Company Growth | 16.22% |
| Vanguard Total International B | 14.20% |
| Vanguard Mega Cap Index Fund | 3.94% |
| Fidelity Emerging Markets Inde | 2.06% |
| Vanguard Long-Term Bond Index | 2.04% |
| Wilshire Small Company Value P | 1.66% |
| Wilshire Small Company Growth | 1.51% |
C000002798 Portfolio Allocation
Asset-class allocation of Wilshire Global Allocation Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 99.7% |
C000002798 Performance
Total returns for C000002798 (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | -1.8% |
| 1 year | 15.2% |
| 3 years (annualised) | 12.1% |
| 5 years (annualised) | 5.7% |
C000002798 Risk Information
Risk metrics for C000002798, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 8.5%
C000002798 Costs and Fees
C000002798 costs about $129 per $10,000 invested per year in fund expenses.
- Net expense ratio: 1.29%
- Gross expense ratio: 1.29%
- Portfolio turnover: 17%
- Brokerage commissions: 0.00 bps of average net assets (SEC N-CEN)
C000002798 Cashflows
Over the 12 months to 2026-03, Wilshire Global Allocation Fund had net outflows of $15.17M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-03 | −$3.72M |
| 2026-02 | −$3.75M |
| 2026-01 | −$3.39M |
| 2025-12 | −$4.39M |
| 2025-11 | −$4.48M |
| 2025-10 | $26.53M |
C000002798 Debt Constituents
No individual debt constituents are reported in Wilshire Global Allocation Fund's latest SEC N-PORT filing.
C000002798 Prospectus and SEC Filings
Official Wilshire Global Allocation Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
Related Funds
Other United States Multi-Cap / All-Cap Blend / Core Equity funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.