Wilshire Associates Incorporated

Wilshire Associates Incorporated, also known as WILSHIRE ASSOCIATES INCORPORATED, is a California-based corporation with 270 employees, including 94 advisors, who serve 32,615 clients. The firm is approved by the U.S. Securities and Exchange Commission (SEC), with a registration date of March 16, 1990.

• ANDREW HASTINGS JUNKIN

  DIRECTOR & PRESIDENT OF WILSHIRE CONSULTING owns less than 5%

• BENDUKAI EDWARD BOUEY

  DIRECTOR & CHIEF COMPLIANCE OFFICER owns less than 5%

• DENNIS ANTHONY TITO

  DIRECTOR & CHIEF EXECUTIVE OFFICER owns more than 50% but less than 75%

• JASON A SCHWARZ

  DIRECTOR & PRESIDENT WILSHIRE FUNDS MANAGEMENT owns less than 5%

• JOHN CLELL HINDMAN

  DIRECTOR & VICE CHAIRMAN/PRESIDENT WILSHIRE ASSOCIATES INCORPORATED owns more than 5% but less than 10%

• JOSHUA MOSES EMANUEL

  DIRECTOR owns less than 5%

• MICHAEL JOSEPH WAUTERS

  CHIEF FINANCIAL OFFICER owns less than 5%

• REENA SHUKLA LALJI

  DIRECTOR & GENERAL COUNSEL owns less than 5%

• WILLIAM ERIC VAN EESTEREN

  DIRECTOR owns less than 5%

• MORGAN STANLEY
  United States

• Angeles Equity Partners LLC
• Almitas Capital LLC
• Ocean Avenue Capital Partners LP
• Clocktower Group LP
• Glendon Capital Management LP
• Westend Capital Management LLC
• Guggenheim Partners Investment Management LLC
• Clearlake Capital Group LP
• Align Impact LLC
• Angeles Wealth Management LLC

• The Rise and Fall of Wilshire Advisors LLC: A Comparison of Q3 2022 and Q4 2022 Holdings
• Wilshire Releases First Annual Report on Asset Management Diversity and Inclusion
• Wilshire Trust Universe Comparison Service® Shows One-year All Plan Median Returns Trail U.S. Stocks, 60/40 Portfolio and Bonds
• Wilshire Trust Universe Comparison Service® Reports Best Quarter in Nearly a Decade

• VANGUARD INDEX FDS S&P 500 ETF SHS $6,168k
• ISHARES TR RUSSELL 2000 ETF $5,513k
• JPMORGAN CHASE & CO $4,678k
• ISHARES TR $4,617k
• VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $3,743k
• ISHARES $3,249k
• ISHARES $3,218k
• ISHARES TR $3,218k
• VANGUARD INDEX FDS REAL ESTATE ETF $2,545k
• ISHARES $2,341k