WFIVX Mutual Fund

WFIVX Mutual Fund

NAV$39.46
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Fund Essentials - as of Dec 31, 2025

Net Assets
$255M
Expense Ratio
0.56%
Dividend Yield (Current)
8.16%
Holdings
2,210
Inception Date
Feb 1, 1999
Fund Family
Wilshire
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+9.55%
1 Year+18.69%
3 Year+18.24%
5 Year+11.50%
10 Year+13.56%

Asset Allocation

Stocks: 99.99%
Other: 0.01%
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Top Holdings

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TickerNameWeight
NVDANvidia Corp.6.61%
AAPLApple, Inc6.13%
MSFTMicrosoft Corp5.38%
AMZNAmazon.Com Inc3.39%
GOOGAlphabet Inc. C2.76%
Top 10 Concentration: 33.46%Report Date: Dec 31, 2025
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Dividend Summary

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Dividend Yield (Current)
8.16%
Frequency
Annually
Latest Distribution
$0.22
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

WFIVX Mutual Fund Overview

WFIVX Mutual Fund (Wilshire 5000 Index Fund Investment Class) is managed by Wilshire with $254.8M in net assets. WFIVX expense ratio is 0.56%, holding 2210 positions across sectors including Information Technology, Financials, Health Care. Inception date: 1999-02-01.

WFIVX performance shows a YTD return of 9.55%. The 1-year return is 18.69% and the 5-year return is 11.50%. WFIVX dividend yield stands at 8.16%, paid annually.

WFIVX top holdings include Nvidia Corp. (6.6%), Apple, Inc (6.1%), Microsoft Corp (5.4%), Amazon.Com Inc (3.4%), Alphabet Inc. C (2.8%). Go to all WFIVX holdings, WFIVX sectors, or WFIVX dividends.

WFIVX can be compared against other funds. Use WFIVX overlap to find shared positions, or WFIVX vs another fund for a side-by-side view. WFIVX alternatives are available via the screener, along with tax-loss harvesting opportunities.