Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
952755361
SEC advisor number
801-36233
FINRA CRD number
6210
AUM ?
$72.75 bn
(as of 8 Feb 21)
Accounts
516,959
(as of 8 Feb 21)
Employees
265
(83 investment advisory or research)
Address
Wilshire Associates
1299 OCEAN AVENUE
SUITE 700
SANTA MONICA
CA 90401
1299 OCEAN AVENUE
SUITE 700
SANTA MONICA
CA 90401
Phone
310-451-3051
Brochures
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21
SC 13G
iSHARES TRUST
14 Sep 21
SC 13G/A
BlackRock Inc.
14 Sep 21
13F-HR
Quarterly holdings report by institutional manager
16 Aug 21