FT Wilshire 5000 Index Portfolio Investment Class Shares (WFIVX)

Fund Assets	294.53M
Expense Ratio	0.56%
Min. Investment	$1,000
Turnover	2.00%
Dividend (ttm)	3.13
Dividend Yield	8.78%
Dividend Growth	243.74%
Payout Frequency	Semi-Annual
Ex-Dividend Date	Dec 26, 2025

Previous Close	35.69
YTD Return	1.35%
1-Year Return	14.38%
5-Year Return	78.95%
52-Week Low	25.33
52-Week High	35.76
Beta (5Y)	1.02
Holdings	2232
Inception Date	Jan 29, 1999

About WFIVX

The fund invests at least 80% of its assets in the equity securities of companies included in the index that are representative of the index. The managers may use enhanced “stratified sampling” techniques in an attempt to replicate the performance of the index. The fund normally holds stocks representing at least 90% of the total market value of the index.

• Fund Family: Wilshire Mutual Funds
• Category: Large Blend
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: WFIVX
• Share Class: Investment Class
• Index: Wilshire 5000 Total Market TR

Performance

WFIVX had a total return of 14.38% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.03%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
WINDX	Institutional Class	0.33%

Top 10 Holdings

34.74% of assets

Name	Symbol	Weight
Apple Inc.	AAPL	6.26%
NVIDIA Corporation	NVDA	6.25%
Microsoft Corporation	MSFT	5.46%
Amazon.com, Inc.	AMZN	3.41%
Broadcom Inc.	AVGO	2.82%
Alphabet Inc.	GOOGL	2.81%
Alphabet Inc.	GOOG	2.45%
Meta Platforms, Inc.	META	2.12%
Tesla, Inc.	TSLA	1.77%
Eli Lilly and Company	LLY	1.38%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 26, 2025	$0.24378	Dec 29, 2025
Dec 11, 2025	$2.88982	Dec 12, 2025
Dec 26, 2024	$0.2618	Dec 27, 2024
Dec 12, 2024	$0.64983	Dec 13, 2024
Dec 27, 2023	$0.27956	Dec 28, 2023
Dec 13, 2023	$0.63387	Dec 14, 2023