Wilshire Small Company Growth Instl
WSMGX
NASDAQ26.96
USD
-0.48
- -
CIK
0000890453
ISIN
US9718977070
CUSIP
971897707
Return %
Stock
S&P500
1Y
33.93
19.01
3Y
43.18
65.48
5Y
-30.69
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.- CEO
- Biography
- Sector
- Financial Services
- Industry
- Asset Management
- Address
- King Of Prussia PA 19406 Salt Lake City UT United States of America 84108
- IPO Date
- Jul 15, 1996
- CIK
- 0000890453
- Website
- wasatchglobal.com
- Similar Companies
- Business
- Wilshire Small Company Growth Portfolio (WSMGX) is an open-end equity mutual fund that seeks capital appreciation by investing substantially all of its assets in common stocks of small companies exhibiting above-average earnings or sales growth and earnings retention. The fund targets issuers within the small-cap growth segment, primarily U.S. equities across sectors including healthcare, technology, and industrials; it maintains a diversified portfolio with approximately 429 holdings, top concentrations in companies such as Pegasystems Inc., Argan Inc., and Federal Signal Corp., and limited non-U.S. exposure. Managed by Wilshire Advisors LLC in collaboration with sub-adviser Los Angeles Capital Management LLC, it is available to institutional investors in the United States with a minimum initial investment of $250,000, featuring a net expense ratio of 1.10% and daily pricing. Launched on July 15, 1996, the Institutional Class (WSMGX) operates under Wilshire Mutual Funds, Inc., with advisory services provided by Wilshire Advisors LLC, founded in 1972 and headquartered in Santa Monica, California. Wilshire Advisors, a diversified financial services firm with approximately 270 employees across nine global offices, advises on over $1.5 trillion in assets and manages $123 billion as of December 31, 2024, serving institutional investors including pension plans, endowments, and foundations. Recent portfolio management changes include the addition of new co-managers F. O’Halloran, Matthew DeCicco, and Vernon Bice effective January 31, 2025, alongside the existing team led by Thomas Stevens since 2002. At the firm level, Wilshire Advisors completed the sale of its risk and performance analytics solutions (Wilshire Axiom, Atlas, Abacus, and iQComposite) to Clearwater Analytics in the second quarter of 2024 for approximately $40 million, forming the co-branded Clearwater Wilshire Analytics platform. Additionally, in August 2024, Wilshire acquired XTP Implementation Services, a tech-enabled specialist in investment governance and transparency, with XTP operating independently post-acquisition, and earlier in 2023 acquired Lyxor Asset Management Inc. from Amundi SA to bolster its capabilities.