Wilshire Small Company Value Portfolio Investment Class Shares
DTSVX
NASDAQ- -
USD
- -
- -
- -
- -
(- -)
Recent
price
- -
P/E
ratio
- -
div
yld
- -
ROIC.AI
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.- Similar Companies
- Business
- Wilshire Small Company Value Portfolio Investment Class Shares (DTSVX) is an open-end mutual fund that seeks capital appreciation by investing substantially all of its assets in common stocks of small-capitalization companies exhibiting value characteristics, including relatively low price-to-book value ratios, low price-to-earnings ratios, and high dividend yields; the portfolio emphasizes U.S. equities across sectors such as financial services (27.29%), industrials (16.22%), and consumer cyclical (11.69%), with top holdings including Red Rock Resorts Inc., Ryman Hospitality Properties Inc., and Ducommun Inc. Managed by a team including Thomas Stevens (since 2002), Hal Reynolds, Daniel Allen, Judd Peters, Aaron Monroe, Ryan Thomes, and Daniel Arche, the fund features a net expense ratio of 1.35%, total net assets of approximately $22.81 million, and daily pricing, available primarily to U.S. investors with a minimum initial investment of $1,000. Wilshire Advisors LLC, the fund's investment adviser and a subsidiary of Wilshire Associates founded in 1972 and headquartered in Santa Monica, California, oversees the strategy within its broader offerings of investment consulting, analytics, indexes like the Wilshire 5000, and multi-asset solutions serving institutional clients globally from offices in the U.S., Europe, Asia-Pacific, and beyond. In August 2024, Wilshire Advisors acquired XTP Implementation Services, a tech-enabled firm specializing in cost transparency and risk reduction for institutional investors, enabling XTP to operate independently while expanding Wilshire's capabilities in Europe including Germany and the U.K. Further enhancing its platform, Wilshire acquired Lyxor Asset Management Inc. from Amundi in late 2023, bolstering its hedge fund managed accounts and alternative investments with $20.8 billion in assets under management integrated into its offerings. In July 2025, Wilshire acquired ParkLexington to improve operations, profitability, and performance analytics for investment managers, and in August 2025 partnered with Clearwater Analytics to incorporate Wilshire's risk and performance models into Clearwater's platform. These strategic moves, supported by ownership from CC Capital and Motive Partners since 2021, underscore Wilshire's focus on inorganic growth, alternative investments, and advanced analytics amid managing $123 billion in assets and advising on over $1.5 trillion as of December 2024.