Wilshire Small Company Growth Portfolio Investment Class Shares
DTSGX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 1299 Ocean Avenue Santa Monica CA United States of America 90401
- IPO Date
- Sep 30, 1992
- CIK
- 0000890453
- Website
- wilshire.com
- Similar Companies
- Business
- Wilshire Small Company Growth Portfolio Investment Class Shares (DTSGX) is a mutual fund that seeks long-term capital appreciation by investing primarily in equity securities of small-cap growth companies. The fund offers a single share class, the Investment Class Shares traded under the ticker DTSGX, with no-load access and a focus on diversified holdings in domestic small companies exhibiting above-average growth potential; it employs a bottom-up fundamental analysis approach, targeting firms with market capitalizations typically under $5 billion at the time of purchase. Wilshire Advisors LLC serves as the investment adviser, leveraging proprietary indexing and analytics expertise, while the fund operates within the U.S. mutual fund industry segment, targeting growth-oriented investors including individuals, financial advisors, and institutions seeking exposure to small-cap growth equities. Founded as part of the Wilshire family of funds, with roots tracing to Wilshire Associates' establishment in 1972 and headquartered in Santa Monica, California, the fund maintains operations across the United States with a primary focus on North American small-cap markets. DTSGX emphasizes sectors such as technology, healthcare, and consumer discretionary, holding approximately 100-150 securities to mitigate risk while pursuing growth themes like innovation and market expansion. The fund's benchmark is the Russell 2000 Growth Index, and it provides daily liquidity, quarterly reporting, and tax-efficient management through active portfolio adjustments. In recent developments, Wilshire Funds Management, the fund's sponsor, announced strategic enhancements in 2024, including expanded ESG integration into small-cap growth strategies and a partnership with leading data providers to refine quantitative growth screens; additionally, the firm completed a portfolio manager transition in early 2025, appointing experienced small-cap specialists to optimize performance amid market volatility, with no major acquisitions, funding rounds, or name changes reported in the last two years.