WFIVX — Wilshire 5000 Index Fund
Data updated: 2026-08-24
WFIVX — Wilshire 5000 Index Fund. United States Large Cap Blend / Core Equity · $315.17M AUM. Holdings, fees, performance and SEC filings.
WFIVX Fund Overview
WFIVX — Wilshire 5000 Index Fund is a US mutual fund managed by Wilshire Mutual Funds INC, categorised as United States Large 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 Mutual Funds INC
- Category: United States Large Cap Blend / Core Equity
- Assets under management: $315.17M
- 1-year return: 22.0%
- Ticker: WFIVX
- SEC CIK: 0000890453
- SEC series ID: S000001049
- Share class ID: C000002815
WFIVX Holdings
Top 10 holdings of Wilshire 5000 Index Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| NVIDIA Corp | 6.45% |
| Apple Inc | 5.72% |
| Microsoft Corp | 3.78% |
| Amazon.com Inc | 3.16% |
| Alphabet Inc | 2.87% |
| Alphabet Inc | 2.50% |
| Broadcom Inc | 2.43% |
| Tesla Inc | 1.94% |
| Micron Technology Inc | 1.80% |
| Meta Platforms Inc | 1.70% |
WFIVX Portfolio Allocation
Asset-class allocation of Wilshire 5000 Index Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 99.8% |
WFIVX Performance
Total returns for WFIVX (as of 2026-09-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | 10.5% |
| 1 year | 22.0% |
| 3 years (annualised) | 19.4% |
| 5 years (annualised) | 11.8% |
WFIVX Risk Information
Risk metrics for WFIVX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 12.7%
WFIVX Costs and Fees
WFIVX costs about $56 per $10,000 invested per year in fund expenses.
- Net expense ratio: 0.56%
- Gross expense ratio: 0.56%
- Portfolio turnover: 5%
- Brokerage commissions: 0.26 bps of average net assets (SEC N-CEN)
WFIVX Cashflows
Over the 12 months to 2026-06, Wilshire 5000 Index Fund had net outflows of $9.85M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-06 | −$1.88M |
| 2026-05 | −$1.49M |
| 2026-04 | −$1.70M |
| 2026-03 | −$935.05K |
| 2026-02 | −$1.72M |
| 2026-01 | −$2.11M |
WFIVX Debt Constituents
No individual debt constituents are reported in Wilshire 5000 Index Fund's latest SEC N-PORT filing.
WFIVX Prospectus and SEC Filings
Official Wilshire 5000 Index Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
- Prospectus (485BPOS) — filed 2026-04-29
- Prospectus (485BPOS) — filed 2025-04-29
- Prospectus (485BPOS) — filed 2024-04-25
- Portfolio holdings (N-PORT) — filed 2026-08-24
- Portfolio holdings (N-PORT) — filed 2026-05-28
- Portfolio holdings (N-PORT) — filed 2026-02-27
- Annual census (N-CEN) — filed 2026-03-13
- Annual census (N-CEN) — filed 2025-03-17
Related Funds
Other United States Large 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.