Wilshire International Equity Invmt
WLCTX
NASDAQ13.57
USD
-0.08
- -
CIK
0000890453
ISIN
US9718978227
CUSIP
971897822
Return %
Stock
S&P500
1Y
10.41
19.01
3Y
30.11
65.48
5Y
-2.58
72.20
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
- King Of Prussia PA 19406 Santa Monica CA United States of America 90401
- IPO Date
- Nov 20, 2007
- CIK
- 0000890453
- Website
- wilshire.com
- Similar Companies
- Business
- Wilshire International Equity Fund Investment Class (WLCTX) is an open-end mutual fund managed by Wilshire Mutual Funds, Inc., that seeks capital appreciation by investing, under normal circumstances, at least 80% of its net assets in equity securities of companies organized outside the United States. The fund primarily targets equity securities of established large-cap companies listed on foreign exchanges, employing a blend investment style across developed and emerging markets; it maintains a diversified portfolio with significant allocations to non-U.S. stocks (approximately 75%), supplemented by limited exposure to U.S. bonds, cash equivalents, and derivatives such as total return swaps on indices like MSCI EAFE Net Total Return USD Index and MSCI Emerging Net Total Return USD Index. Key sectors include industrials, financial services, technology, consumer cyclical, and healthcare, with primary regional focus on the Eurozone, Japan, emerging Asia, developed Asia, and the United Kingdom; top holdings feature Taiwan Semiconductor Manufacturing Co Ltd, Rolls-Royce Holdings PLC, Siemens Energy AG, Samsung Electronics Co Ltd, and Tencent Holdings Ltd. Launched on November 16, 2007, the fund is domiciled in the United States and available for sale primarily to U.S. investors, with a minimum initial investment of $1,000 and total net assets of approximately $234 million as of late 2025. Wilshire Mutual Funds, part of Wilshire Associates headquartered in Santa Monica, California, oversees the fund through a team of multiple portfolio managers including Paul Black, Michael Trigg, and others with start dates from 2013 onward. The fund features a net expense ratio of 1.50%, daily pricing, and a 1.00% maximum redemption fee on shares sold within 60 days. In recent developments, Wilshire Associates, the parent entity, entered into a definitive agreement in October 2023 to acquire Lyxor Asset Management Inc. (Lyxor US) from Amundi, enhancing its alternatives platform and providing broader investment solutions including access to asset allocation research and portfolio construction capabilities for clients; the transaction was expected to close in the fourth quarter of 2023, supporting strategic expansion in alternatives amid growing demand. Wilshire has also centralized its investment divisions post its 2021 acquisition by private equity firms Motive Partners and CC Capital, unifying teams from prior structures in analytics, consulting, funds management, and private markets to emphasize technology, indexes, and client-centric frameworks. No fund-specific acquisitions, funding rounds, or major reorganizations for WLCTX were reported in 2024 or 2025, with ongoing focus on performance amid strong YTD returns exceeding 30% as of late 2025.