Wilshire Income Opportunities Invest
WIORX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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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
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- King Of Prussia PA 19406 Philadelphia PA United States of America 19103
- IPO Date
- Mar 30, 2016
- CIK
- 0000890453
- Website
- delawarefunds.com
- Similar Companies
- Business
- Wilshire Income Opportunities Fund Investment Class (WIORX) is an open-end mutual fund managed by Wilshire Advisors LLC that seeks to maximize current income, with long-term capital appreciation as a secondary objective. Launched on March 30, 2016, and domiciled in the United States, the fund invests at least 80% of its net assets in a diversified portfolio of income-producing securities, including U.S. and non-U.S. bonds, fixed-income instruments, high-yield securities, derivatives such as Treasury note and bond futures, and other debt obligations; its asset allocation typically features over 100% exposure to U.S. bonds, around 23% to non-U.S. bonds, minimal equity holdings primarily in U.S. utilities stocks, cash positions, and other assets. Top holdings include 2-Year Treasury Note Futures, 5-Year Treasury Note Futures, Ultra 10-Year U.S. Treasury Note Futures, 10-Year Treasury Note Futures, and U.S. Treasury Bond Futures, representing approximately 38.66% of the portfolio, with total net assets of $179.29 million, a net expense ratio of 1.15%, and a minimum initial investment of $1,000. The fund operates within the multisector bond category, targeting income-oriented investors such as individuals and institutions through daily pricing and availability in the United States. Wilshire Advisors LLC, the fund's investment manager founded in 1972 and headquartered in Santa Monica, California, provides comprehensive asset management services across equity, fixed income, and alternative strategies from offices in the U.S., London, Singapore, and other global locations. The portfolio is managed by a team including Jeffrey Gundlach (since inception), Jeffrey Sherman, Brian Timberlake, Sean Banai, Kisoo Park, Christopher Chapman, Thomas Goggins, Bradley Lutz, and Raj Jadav (added April 2024). Recent developments include a May 8, 2025 summary prospectus update and December 11, 2025 capital gains documentation, reflecting ongoing regulatory filings and portfolio adjustments amid interest rate futures exposure. Manager Raj Jadav, CFA, joined in April 2024, enhancing the fixed-income expertise, while Wilshire Advisors pursued strategic growth through its 2023 acquisition of Lyxor Asset Management Inc. from Amundi, bolstering alternatives capabilities that indirectly support funds like WIORX. No major fund-specific acquisitions, partnerships, or product launches were reported in the last 1-2 years, with performance showing a 5-year return of approximately 5.30% and YTD returns around 6.37% as of late 2025.