WLCGX Mutual Fund

WLCGX Mutual Fund

NAV$59.09
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Fund Essentials - as of Aug 31, 2026

Net Assets
$205M
Expense Ratio
1.00%
Dividend Yield (Current)
0.12%
Holdings
383
Inception Date
Jul 15, 1996
Fund Family
Wilshire
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

YTD+9.00%
1 Year+9.48%
3 Year+24.45%
5 Year+12.05%
10 Year+15.39%

Asset Allocation

Stocks: 72.13%
Bonds: 12.23%
Cash: 13.16%
Other: 2.49%
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Top Holdings

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TickerNameWeight
-Cash Offset14.71%
NVDANvidia Corp11.06%
MSFTMicrosoft Corp5.99%
-Us Bank Mmda - Usbgfs 7 % 06/01/20315.83%
GOOGAlphabet Inc. C5.15%
Top 10 Concentration: 57.74%Report Date: Aug 31, 2026
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Dividend Summary

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Dividend Yield (Current)
0.12%
Latest Distribution
$10.06
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

WLCGX Mutual Fund Overview

WLCGX Mutual Fund (Wilshire Large Company Growth Portfolio Institutional Class) is managed by Wilshire with $204.7M in net assets. WLCGX expense ratio is 1.00%, holding 383 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 1996-07-15.

WLCGX performance shows a YTD return of 9.00%. The 1-year return is 9.48% and the 5-year return is 12.05%. WLCGX dividend yield stands at 0.12%.

WLCGX top holdings include Cash Offset (14.7%), Nvidia Corp (11.1%), Microsoft Corp (6.0%), Us Bank Mmda - Usbgfs 7 % 06/01/2031 (5.8%), Alphabet Inc. C (5.2%). Go to all WLCGX holdings, WLCGX sectors, or WLCGX dividends.

WLCGX can be compared against other funds. Use WLCGX overlap to find shared positions, or WLCGX vs another fund for a side-by-side view. WLCGX alternatives are available via the screener, along with tax-loss harvesting opportunities.