WFIVX Mutual Fund

NAV$38.42

Fund Essentials - as of Dec 31, 2025

Net Assets
$243M
Expense Ratio
0.56%
Dividend Yield (Current)
8.11%
Holdings
2,210
Inception Date
Feb 1, 1999
Fund Family
Wilshire
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+9.55%
1 Year+22.00%
3 Year+19.83%
5 Year+12.00%
10 Year+14.06%

Asset Allocation

Stocks: 99.99%
Other: 0.01%

Price Chart (6M)

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Top Holdings

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TickerNameWeight
NVDANvidia Corp.6.61%
AAPLApple, Inc6.13%
MSFTMicrosoft Corp 4.100 Feb 06 375.38%
AMZNAmazon.Com Inc3.39%
GOOGAlphabet Inc. C2.76%
Top 10 Concentration: 33.46%Report Date: Dec 31, 2025
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Dividend Summary

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Dividend Yield (Current)
8.11%
Frequency
Annually
Latest Distribution
$0.22
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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Category rank, peer-average returns and outperformance, updated daily.
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WFIVX Mutual Fund Overview

WFIVX Mutual Fund (Wilshire 5000 Index Fund Investment Class) is managed by Wilshire with $243.4M in net assets. WFIVX expense ratio is 0.56%, holding 2210 positions across sectors including Information Technology, Unknown, Financials. Inception date: 1999-02-01.

WFIVX performance shows a YTD return of 9.55%. The 1-year return is 22.00% and the 5-year return is 12.00%. WFIVX dividend yield stands at 8.11%, paid annually.

WFIVX top holdings include Nvidia Corp. (6.6%), Apple, Inc (6.1%), Microsoft Corp 4.100 Feb 06 37 (5.4%), Amazon.Com Inc (3.4%), Alphabet Inc. C (2.8%). View all WFIVX holdings, sector breakdown, or dividend history.

WFIVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WFIVX alternatives are available via the screener, along with tax-loss harvesting opportunities.