FT Wilshire 5000 Index Portfolio Class Institutional (WINDX)

Fund Assets	296.31M
Expense Ratio	0.36%
Min. Investment	$250,000
Turnover	5.00%
Dividend (ttm)	0.97
Dividend Yield	2.78%
Dividend Growth	-20.69%
Payout Frequency	n/a
Ex-Dividend Date	Dec 27, 2023

Previous Close	34.97
YTD Return	27.89%
1-Year Return	34.22%
5-Year Return	103.84%
52-Week Low	26.91
52-Week High	35.08
Beta (5Y)	n/a
Holdings	2221
Inception Date	Feb 1, 1999

About WINDX

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
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: WINDX
• Index: Wilshire 5000 Total Market TR

Performance

WINDX had a total return of 34.22% in the past year. Since the fund's inception, the average annual return has been 7.73%, including dividends.

Other Share Classes

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

Symbol	Share Class	Expense Ratio
WFIVX	Investment Class	0.60%

Top 10 Holdings

29.73% of assets

Name	Symbol	Weight
Apple Inc.	AAPL	6.38%
Microsoft Corporation	MSFT	5.59%
NVIDIA Corporation	NVDA	5.17%
Amazon.com, Inc.	AMZN	3.05%
Meta Platforms, Inc.	META	2.23%
Alphabet Inc.	GOOGL	1.73%
Alphabet Inc.	GOOG	1.57%
Broadcom Inc.	AVGO	1.40%
Eli Lilly and Company	LLY	1.33%
Tesla, Inc.	TSLA	1.29%

Dividend History

Ex-Dividend	Amount	Pay Date
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
Dec 29, 2021	$0.28255	Dec 30, 2021
Dec 13, 2021	$1.90929	Dec 14, 2021