Wilshire 5000 Index Portfolio Class Institutional (WINDX)

Fund Assets	310.92M
Expense Ratio	0.337%
Min. Investment	$250,000
Turnover	5.00%
Dividend (ttm)	0.32
Dividend Yield	0.81%
Dividend Growth	-3.16%
Payout Frequency	n/a
Ex-Dividend Date	Dec 26, 2025

Previous Close	39.50
YTD Return	13.34%
1-Year Return	16.38%
5-Year Return	75.12%
52-Week Low	32.65
52-Week High	40.18
Beta (5Y)	1.03
Holdings	1921
Inception Date	Feb 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
• 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 16.38% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.12%.

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

33.80% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	7.02%
Apple Inc.	AAPL	6.17%
Microsoft Corporation	MSFT	5.06%
Amazon.com, Inc.	AMZN	3.39%
Alphabet Inc.	GOOGL	2.69%
Broadcom Inc.	AVGO	2.34%
Alphabet Inc.	GOOG	2.31%
Meta Platforms, Inc.	META	1.70%
Tesla, Inc.	TSLA	1.67%
Micron Technology, Inc.	MU	1.47%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 26, 2025	$0.32187	Dec 29, 2025
Dec 11, 2025	$2.88982	Dec 12, 2025
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

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

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