School of fish swimming together in the ocean
Please visit Wilshire Indexes for index fact sheets and methodologies.

Most Recent Documents

Wilshire Risk Parity Index - 15% Target Volatility Methodology

Download icon
WXREIT
Text Link

Wilshire ex US Real Estate Investment Trust Index Methodology

Download icon
WIORX, WIOPX WFIVX, WINDX DTSVX, WSMVX DTSGX, WSMGX DTLVX, WLCVX DTLGX, WLCGX WLCTX, WLTTX
Text Link

2020 Tax Supplement - Wilshire Tax Insert 2020

Download icon
WILRESI
Text Link

Wilshire US Real Estate Securities Index Methodology

Download icon
WTIFIVTR, WTIFIV
Text Link

Wilshire TargetIncome 5% Plus Index Methodology

Download icon

Wilshire Risk Parity Index - 12% Target Volatility Methodology

Download icon
WILREIT
Text Link

Wilshire US Real Estate Investment Trust Index Methodology

Download icon
WLIQAEH
Text Link

Wilshire Liquid Alternative Equity Hedge Index Methodology

Download icon
WLCTX, WLTTX
Text Link

Form 8937/Section 6045B Reporting - Form 8937 Wilshire Mutual Funds Inc. – Wilshire International Equity Fund

Download icon
WLIQAMS
Text Link

Wilshire Liquid Alternative Multi-Strategy Index Methodology

Download icon
WILBOND
Text Link

Wilshire Bond Index Methodology

Download icon

Wilshire Risk Parity Index - 10% Target Volatility Methodology

Download icon

Wilshire Liquid Alternative Index Methodology

Download icon
WILBDC
Text Link

Wilshire Business Development Company Index Methodology

Download icon

Wilshire 4500 Completion Methodology

Download icon
WTI10YT, WTI10Y
Text Link

Wilshire TargetIncome 10-Year Treasury +2% Plus Index Methodology

Download icon
WLIQARV
Text Link

Wilshire Liquid Alternative Relative Value Index Methodology

Download icon
WILCOD
Text Link

Wilshire Large Cap Optimized Diversification Index Methodology

Download icon
WGRESI
Text Link

Wilshire Global Real Estate Securities Index Methodology

Download icon
WILTIPS
Text Link

Wilshire TIPS Index Rulebook

Download icon
Sorry, no results found.
We were not able to find a match.
Please try again with different keywords.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

We’re here to help

Wilshire has been applying highly tested theories and approaches to our client solutions since 1981.

You can count on our team of experts to help improve investment outcomes for a better future.

Contact us

IMPORTANT NOTICE: FOR INSTITUTIONAL INVESTORS ONLY

The materials and information contained on this section of our website are intended solely for Institutional Investors, Qualified Purchasers and Accredited Investors (as defined under applicable U.S. securities laws) and Professional Clients and Eligible Counterparties (as defined under MiFID II and the UK FCA rules). The content is not directed to, and may not be used or relied upon by, retail investors in any jurisdiction.

By clicking, “I Agree” below, you confirm that:

  1. You are an "Institutional Investor" within the meaning of U.S. securities laws (including, but not limited to: a bank, savings and loan association, insurance company, registered investment company, business development company, employee benefit plan, state or municipal government entity, or investment adviser) or a “Professional Client” or “Eligible Counterparty” within the meaning of MiFID II and the UK FCA rules;
  2. You will not distribute or make the contents available to any person that does not meet the above eligibility requirements;
  3. You understand that some of the materials may include hypothetical, targeted or forecasted performance information which are subject to significant risks, assumptions and limitations. Such information is provided for illustrative purposes only and should not be relied upon as a guarantee of future results; and
  4. You acknowledge that you are responsible for independently assessing the information and that it does not constitute investment advice or an offer to sell, or a solicitation of an offer to buy, any securities.

If you are not an eligible investor or do not agree to the above, please select “I Do Not Agree” and you will automatically exit this page.