WLCTX Performance — Wilshire International Equity Fund, Investment Class
Data updated: 2026-08-24
WLCTX returned +13.66% year to date and +24.80% over one year to Jun 2026. Annualised returns are +19.28% over 3 years and +8.97% over 5 years. Against its International Multi-Cap Blend category average the fund came out ahead over three years but behind over one: $100 invested three years ago grew to $170, against $167 for the category, and to $125 over one year, against $126. Volatility over the past three years was 13.92% a year. In the 12 months to Jun 2026 the fund lost a net $4.4M, and assets reached $248.85M.
WLCTX Growth of $100
What $100 invested in Wilshire International Equity Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the International Multi-Cap Blend category average over the same months.
| Period | WLCTX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $125 | $126 |
| 3 years (Jul 2023 – Jun 2026) | $170 | $167 |
| 5 years (Jul 2021 – Jun 2026) | $154 | $152 |
| Since data start (Jul 2019 – Jun 2026) | $221 | $197 |
WLCTX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +13.66% |
| 1 year | +24.80% |
| 3 years (annualised) | +19.28% |
| 5 years (annualised) | +8.97% |
WLCTX Annual Returns
Calendar-year total returns of Wilshire International Equity Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +13.66% |
| 2025 | +33.69% |
| 2024 | +5.94% |
| 2023 | +17.13% |
| 2022 | −18.88% |
| 2021 | +12.49% |
| 2020 | +16.56% |
| 2019 (Jul–Dec) | +10.36% |
WLCTX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.7% | +5.5% | −9.8% | +8.4% | +3.9% | −0.6% | — | — | — | — | — | — |
| 2025 | +5.0% | +2.3% | −0.4% | +3.4% | +5.7% | +4.2% | −1.1% | +3.7% | +3.7% | +0.5% | +0.2% | +2.5% |
| 2024 | −0.3% | +3.2% | +3.3% | −2.6% | +4.7% | −1.2% | +2.5% | +2.9% | +1.8% | −4.8% | −0.1% | −3.2% |
| 2023 | +8.9% | −2.9% | +2.2% | +1.2% | −3.1% | +4.9% | +3.4% | −3.7% | −3.6% | −4.4% | +9.0% | +5.4% |
| 2022 | −4.0% | −4.0% | −0.8% | −7.0% | +1.1% | −9.2% | +4.5% | −4.8% | −10.2% | +4.6% | +13.3% | −1.8% |
| 2021 | +0.3% | +2.7% | +2.4% | +3.3% | +3.1% | −0.4% | +0.2% | +1.7% | −3.7% | +3.1% | −4.9% | +4.4% |
| 2020 | −3.3% | −6.4% | −16.1% | +8.9% | +6.5% | +4.6% | +4.7% | +4.7% | −2.1% | −2.0% | +13.2% | +6.4% |
| 2019 | — | — | — | — | — | — | 0.0% | 0.0% | 0.0% | +3.5% | +1.8% | +4.7% |
WLCTX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 13.92%
- 3-year Sharpe ratio: 1.06 (vs 4.5% risk-free rate)
- Best month: +9.01% (Nov 2023)
- Worst month: −9.77% (Mar 2026)
WLCTX Fund Flows
Monthly money in and out of Wilshire International Equity Fund, from SEC Form N-PORT.
- 12-month net flow: −$4.4M
- 12-month gross sales (incl. reinvestments): $47.8M
- Sales ÷ redemptions: 0.92×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $1.6M | $3.4M | −$1.9M |
| May 2026 | $2.6M | $3.0M | −$418K |
| Apr 2026 | $1.4M | $2.8M | −$1.3M |
| Mar 2026 | $1.1M | $2.7M | −$1.6M |
| Feb 2026 | $823K | $8.5M | −$7.7M |
| Jan 2026 | $1.2M | $4.7M | −$3.6M |
| Dec 2025 | $30.7M | $7.4M | $23.3M |
| Nov 2025 | $1000K | $3.1M | −$2.1M |
| Oct 2025 | $1.6M | $3.0M | −$1.3M |
| Sep 2025 | $2.7M | $3.1M | −$392K |
| Aug 2025 | $1.9M | $5.7M | −$3.8M |
| Jul 2025 | $1.2M | $4.8M | −$3.6M |
WLCTX Assets Under Management
Net assets of Wilshire International Equity Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $248.85M |
| 2026-03-31 | $225.31M |
| 2025-12-31 | $233.86M |
| 2025-09-30 | $234.25M |
| 2025-06-30 | $227.89M |
| 2025-03-31 | $211.04M |
| 2024-12-31 | $208.00M |
| 2024-09-30 | $231.05M |
| 2024-06-30 | $220.87M |
| 2024-03-31 | $228.61M |
| 2023-12-31 | $221.43M |
| 2023-09-30 | $212.08M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.