Wilshire Small Company Value Portfolio
WSMVX
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- Wilshire Small Company Value Portfolio (WSMVX) is an open-end equity mutual fund that invests primarily in small-cap value stocks, focusing on companies with market capitalizations typically in the bottom 10% of the U.S. equity market exhibiting valuations and growth rates below peers; it allocates predominantly to U.S. stocks (approximately 95%), with minor exposure to non-U.S. stocks (around 3%) and cash, across sectors such as financial services, industrials, consumer cyclical, real estate, and technology. The portfolio offers institutional class shares with a net expense ratio of 1.10%, daily pricing, and a minimum initial investment of $250,000; top holdings include Red Rock Resorts Inc., Ryman Hospitality Properties Inc., Bank OZK, Triumph Financial Inc., and Ducommun Inc., representing about 6% of assets under management of roughly $22 million. Managed by a team including Thomas Stevens (since 2002), Hal Reynolds and Daniel Allen (since 2011), Judd Peters, Aaron Monroe, and Ryan Thomes (since 2019), and Daniel Arche (since 2021), the fund targets long-term capital appreciation for institutional investors in the United States. Wilshire Advisors LLC, the fund's manager and a leading global financial services firm founded in 1972 and headquartered in Santa Monica, California, provides the portfolio as part of its Wilshire Funds Management business unit; the firm advises on over $1.5 trillion in assets and manages $123 billion, operating through segments including analytics, consulting, funds management, and private markets, with offices in the U.S. (New York, New Jersey, Pittsburgh, Chicago, Denver), London, Singapore, Amsterdam, Melbourne, Suzhou, and Hong Kong. In recent developments, Wilshire Advisors completed the acquisition of Wilshire Advisors' risk and performance analytics solutions by Clearwater Analytics in August 2025, integrating products like Wilshire AxiomSM and Wilshire AtlasSM into Clearwater's platform; earlier in July 2025, Wilshire acquired ParkLexington Advisors to enhance data, cost transparency, and analytics capabilities for investment operations; additionally, in 2025, Wilshire partnered with AAM to expand distribution of the Wilshire Private Assets Fund, targeting diversified private markets exposure in private equity, credit, and real assets for a broader advisor audience.