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Wilshire Small Company Value Instl (WSMVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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26.43+0.27 (+1.03%)
At close: 08:01PM EDT

Overall Portfolio Composition (%)

Cash1.33%
Stocks98.67%
Bonds0.00%
Others0.00%
Preferred0.00%
Convertable0.00%

Sector Weightings (%)

Sector(s)
WSMVX
Basic Materials
6.04%
Consumer Cyclical
12.96%
Financial Services
26.85%
Real Estate
7.35%
Consumer Defensive
4.12%
Healthcare
5.07%
Utilities
2.50%
Communication Services
0.66%
Energy
8.51%
Industrials
18.36%
Technology
7.58%

Equity Holdings

AverageWSMVXCategory Average
Price/Earnings0.0815.82
Price/Book0.691.72
Price/Sales0.991.02
Price/Cashflow0.148.73
Median Market Cap2,045.583,832.75
3 Year Earnings Growth16.169.83

Bond Holdings

AverageWSMVXCategory Average
MaturityN/A1.69
DurationN/A2.05
Credit QualityN/AN/A

Bond Ratings

Sector(s)WSMVX
US Government0.00%
AAAN/A
AAN/A
AN/A
BBBN/A
BBN/A
BN/A
Below BN/A
OthersN/A

Top 10 Holdings (11.43% of Total Assets)

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NameSymbol% Assets
Red Rock Resorts Inc Class ARRR1.73%
Mr. Cooper Group IncCOOP1.41%
Live Oak Bancshares IncLOB1.20%
Allegiant Travel CoALGT1.11%
Ashland IncASH1.10%
First Advantage CorpFA1.04%
FTAI Aviation LtdFTAI1.01%
Triumph Financial IncTFIN0.97%
Enovis CorpENOV0.94%
Bank OZKOZK0.91%