WLCGX Mutual Fund

WLCGX Mutual Fund

NAV$57.37
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Fund Essentials - as of Mar 31, 2026

Net Assets
$198M
Expense Ratio
1.00%
Dividend Yield (Current)
18.79%
Holdings
378
Inception Date
Jul 15, 1996
Fund Family
Wilshire
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+3.75%
1 Year+12.14%
3 Year+22.74%
5 Year+12.04%
10 Year+16.19%

Asset Allocation

Stocks: 87.37%
Bonds: 10.32%
Other: 2.31%
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Top Holdings

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TickerNameWeight
NVDANvidia Corp.10.77%
MSFTMicrosoft Corp 4.100 Feb 06 376.73%
AAPLApple, Inc5.93%
AMZNAmazon.Com Inc4.79%
GOOGAlphabet Inc4.64%
Top 10 Concentration: 46.94%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
18.79%
Frequency
Annually
Latest Distribution
$10.06
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Peer Comparison

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

WLCGX Mutual Fund Overview

WLCGX Mutual Fund (Wilshire Large Company Growth Portfolio Institutional Class) is managed by Wilshire with $197.7M in net assets. WLCGX expense ratio is 1.00%, holding 378 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 1996-07-15.

WLCGX performance shows a YTD return of 3.75%. The 1-year return is 12.14% and the 5-year return is 12.04%. WLCGX dividend yield stands at 18.79%, paid annually.

WLCGX top holdings include Nvidia Corp. (10.8%), Microsoft Corp 4.100 Feb 06 37 (6.7%), Apple, Inc (5.9%), Amazon.Com Inc (4.8%), Alphabet Inc (4.6%). Go to all WLCGX holdings, WLCGX sectors, or WLCGX dividends.

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