Wilshire Large Company Value Portfolio
DTLVX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- King Of Prussia PA 19406 King Of Prussia PA United States of America 19406
- IPO Date
- Sep 30, 1992
- CIK
- 0000890453
- Website
- wilshire.com
- Similar Companies
- Business
- Wilshire Large Company Value Portfolio (DTLVX) is an open-end mutual fund managed by Wilshire Funds Management, LLC, that seeks total return through a combination of current income and capital appreciation by investing primarily in equity securities of large-cap U.S. companies exhibiting value characteristics. The fund employs a disciplined, multi-factor investment process focusing on undervalued stocks selected from the Wilshire 5000 Index, with holdings typically including dividend-paying large-cap equities across sectors such as financials, industrials, healthcare, and consumer discretionary; it maintains a portfolio of approximately 200-300 securities to mitigate risk while targeting value metrics like low price-to-earnings, price-to-book, and high dividend yields. Wilshire Funds Management, headquartered in Santa Monica, California, and founded in 1972 as part of the broader Wilshire Advisors LLC, oversees the fund's operations, providing institutional-quality active management to individual and institutional investors seeking large-cap value exposure. The fund's primary offerings include Investor Class (DTLVX), Institutional Class (DTWIX), and Class A shares, with assets under management emphasizing passive-like efficiency through quantitative screening and fundamental analysis; it serves retail investors, financial advisors, and retirement plans targeting long-term growth with a value tilt. Geographically, the portfolio focuses exclusively on U.S.-domiciled large-cap companies, comprising over 80% of holdings in domestic equities from the Russell 1000 Value Index benchmark. Wilshire differentiates through proprietary indexing expertise derived from its parent company's Wilshire 5000 benchmark, offering low turnover (typically under 30%) and a beta-aligned risk profile. Recent developments include a strategic rebranding and share class restructuring in 2024 under Wilshire's broader fund modernization initiative, enhancing liquidity and fee structures for institutional investors; the fund launched an enhanced ESG-screened variant in early 2025, integrating environmental, social, and governance factors into its value methodology without sacrificing returns. In late 2024, Wilshire Funds Management announced a distribution alliance with several major platforms like Schwab and Fidelity, expanding retail access amid rising demand for active value strategies post-market volatility. No major acquisitions or funding rounds occurred for the fund itself, but parent Wilshire Advisors bolstered its quantitative research team in 2025 through key hires from BlackRock, supporting ongoing portfolio optimizations.