FT Wilshire 5000 Index Portfolio Investment Class Shares (WFIVX)
NASDAQ · Mutual Fund · Delayed Price · Currency is USD
34.66
-0.58 (-1.65%)
Aug 4, 2025, 8:07 AM EDT
-1.65% (1Y)
| Fund Assets | 289.59M |
| Expense Ratio | 0.56% |
| Min. Investment | $1,000 |
| Turnover | 2.00% |
| Dividend (ttm) | 0.91 |
| Dividend Yield | 2.63% |
| Dividend Growth | -0.20% |
| Payout Frequency | n/a |
| Ex-Dividend Date | Dec 26, 2024 |
| Previous Close | 35.24 |
| YTD Return | 5.93% |
| 1-Year Return | 16.91% |
| 5-Year Return | 92.43% |
| 52-Week Low | 27.58 |
| 52-Week High | 35.53 |
| Beta (5Y) | 1.00 |
| Holdings | 2181 |
| 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
Stock Exchange NASDAQ
Ticker Symbol WFIVX
Share Class Investment Class
Index Wilshire 5000 Total Market TR
Performance
WFIVX had a total return of 16.91% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.37%.
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
30.74% of assets| Name | Symbol | Weight |
|---|---|---|
| Microsoft Corporation | MSFT | 5.89% |
| NVIDIA Corporation | NVDA | 5.53% |
| Apple Inc. | AAPL | 5.26% |
| Amazon.com, Inc. | AMZN | 3.39% |
| Meta Platforms, Inc. | META | 2.47% |
| Broadcom Inc. | AVGO | 1.94% |
| Alphabet Inc. | GOOGL | 1.74% |
| Tesla, Inc. | TSLA | 1.69% |
| Alphabet Inc. | GOOG | 1.54% |
| JPMorgan Chase & Co. | JPM | 1.28% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| 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 |
| Dec 28, 2022 | $0.25189 | Dec 29, 2022 |
| Dec 13, 2022 | $0.92199 | Dec 14, 2022 |