FT Wilshire 5000 Index Portfolio Class Institutional (WINDX)

Fund Assets	228.27M
Expense Ratio	0.33%
Min. Investment	$250,000
Turnover	n/a
Dividend (ttm)	0.98
Dividend Yield	2.95%
Dividend Growth	1.07%
Payout Frequency	Semi-Annual
Ex-Dividend Date	Dec 26, 2024

Previous Close	33.32
YTD Return	1.74%
1-Year Return	10.11%
5-Year Return	98.99%
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
• Stock Exchange: NASDAQ
• Ticker Symbol: WINDX
• Share Class: Institutional Class
• Index: Wilshire 5000 Total Market TR

Performance

WINDX had a total return of 10.11% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.48%.

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%

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