FT Wilshire 5000 Index Portfolio Class Institutional (WINDX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
32.89
-0.01 (-0.03%)
May 30, 2025, 4:00 PM EDT
9.41%
Fund Assets 228.27M
Expense Ratio 0.33%
Min. Investment $250,000
Turnover n/a
Dividend (ttm) 0.98
Dividend Yield 2.99%
Dividend Growth 1.07%
Payout Frequency Semi-Annual
Ex-Dividend Date Dec 26, 2024
Previous Close 32.90
YTD Return 0.40%
1-Year Return 12.60%
5-Year Return 100.52%
52-Week Low 27.63
52-Week High 35.08
Beta (5Y) n/a
Holdings 2209
Inception Date Feb 1, 1999

About WINDX

The FT Wilshire 5000 Index Portfolio Class Institutional (WINDX) seeks to replicate as closely as possible the performance of the Wilshire 5000 Index before the deduction of Index Fund expenses. WINDX invests at least 80% of its assets in common stock of companies included in the Index. The Index measures the performance of all equity securities of US headquartered issuers.

Fund Family Wilshire Funds
Category Large Blend
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol WINDX
Share Class Institutional Class
Index Wilshire 5000 Total Market TR

Performance

WINDX had a total return of 12.60% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.44%.

Other Share Classes

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

Symbol Share Class Expense Ratio
WFIVX Investment Class 0.56%

Top 10 Holdings

28.81% of assets
Name Symbol Weight
Apple Inc. AAPL 6.10%
Microsoft Corporation MSFT 5.10%
NVIDIA Corporation NVDA 4.73%
Amazon.com, Inc. AMZN 3.30%
Meta Platforms, Inc. META 2.33%
Alphabet Inc. GOOGL 1.68%
Alphabet Inc. GOOG 1.50%
Broadcom Inc. AVGO 1.42%
Tesla, Inc. TSLA 1.34%
Eli Lilly and Company LLY 1.30%
View More Holdings

Dividend History

Ex-Dividend Amount Pay Date
Dec 26, 2024 $0.33236 Dec 27, 2024
Dec 12, 2024 $0.64983 Dec 13, 2024
Dec 27, 2023 $0.3379 Dec 28, 2023
Dec 13, 2023 $0.63387 Dec 14, 2023
Dec 28, 2022 $0.30335 Dec 29, 2022
Dec 13, 2022 $0.92199 Dec 14, 2022
Full Dividend History