FT Wilshire 5000 Index Portfolio Class Institutional (WINDX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
34.75
-0.58 (-1.64%)
Aug 1, 2025, 9:30 AM EDT
-1.64%
Fund Assets289.59M
Expense Ratio0.33%
Min. Investment$250,000
Turnover2.00%
Dividend (ttm)0.98
Dividend Yield2.83%
Dividend Growth1.07%
Payout Frequencyn/a
Ex-Dividend DateDec 26, 2024
Previous Close35.33
YTD Return6.07%
1-Year Return17.17%
5-Year Return94.65%
52-Week Low27.63
52-Week High35.62
Beta (5Y)n/a
Holdings2181
Inception DateFeb 1, 1999

About WINDX

The FT Wilshire 5000 Index Institutional Fund is a large-cap mutual fund designed to closely replicate the performance of the Wilshire 5000 Index, which serves as the broadest benchmark for the U.S. equity market. By investing at least 80% of its assets in common stocks of companies included in this comprehensive index, the fund provides institutional investors with diversified exposure to the entire domestic stock universe. Its holdings span all industry sectors, with notable weightings in technology, consumer cyclical, and financial services companies, reflecting the diversity and breadth of the U.S. economy. With a low expense ratio and an emphasis on maintaining portfolio cost efficiency, the FT Wilshire 5000 Index Institutional Fund is structured to minimize tracking error while maximizing representative coverage. This fund appeals to institutions seeking a core, market-cap weighted equity investment that closely mirrors overall U.S. equity market returns, offering participants a foundational building block for diversified investment strategies.

Fund Family Wilshire Mutual 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 17.17% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.61%.

Other Share Classes

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

SymbolShare ClassExpense Ratio
WFIVXInvestment Class0.56%

Top 10 Holdings

30.74% of assets
NameSymbolWeight
Microsoft CorporationMSFT5.89%
NVIDIA CorporationNVDA5.53%
Apple Inc.AAPL5.26%
Amazon.com, Inc.AMZN3.39%
Meta Platforms, Inc.META2.47%
Broadcom Inc.AVGO1.94%
Alphabet Inc.GOOGL1.74%
Tesla, Inc.TSLA1.69%
Alphabet Inc.GOOG1.54%
JPMorgan Chase & Co.JPM1.28%

Dividend History

Ex-DividendAmountPay Date
Dec 26, 2024$0.33236Dec 27, 2024
Dec 12, 2024$0.64983Dec 13, 2024
Dec 27, 2023$0.3379Dec 28, 2023
Dec 13, 2023$0.63387Dec 14, 2023
Dec 28, 2022$0.30335Dec 29, 2022
Dec 13, 2022$0.92199Dec 14, 2022