FT Wilshire 5000 Index Portfolio Investment Class Shares (WFIVX)

Fund Assets	269.38M
Expense Ratio	0.60%
Min. Investment	$1,000
Turnover	n/a
Dividend (ttm)	0.91
Dividend Yield	3.05%
Dividend Growth	-0.20%
Payout Frequency	Semi-Annual
Ex-Dividend Date	Dec 26, 2024

Previous Close	29.86
YTD Return	-8.74%
1-Year Return	6.15%
5-Year Return	99.43%
52-Week Low	27.58
52-Week High	34.97
Beta (5Y)	1.00
Holdings	2217
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 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 6.15% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.84%.

Other Share Classes

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

Symbol	Share Class	Expense Ratio
WINDX	Institutional Class	0.36%

Top 10 Holdings

29.84% of assets

Name	Symbol	Weight
Apple Inc.	AAPL	6.19%
NVIDIA Corporation	NVDA	5.08%
Microsoft Corporation	MSFT	5.02%
Amazon.com, Inc.	AMZN	3.43%
Meta Platforms, Inc.	META	2.52%
Alphabet Inc.	GOOGL	1.72%
Broadcom Inc.	AVGO	1.57%
Alphabet Inc.	GOOG	1.55%
Tesla, Inc.	TSLA	1.41%
Eli Lilly and Company	LLY	1.35%

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