Wilshire Large Company Growth Instl (WLCGX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
62.65
+0.09 (0.14%)
Sep 12, 2025, 4:00 PM EDT
0.14%
Fund Assets271.68M
Expense Ratio1.00%
Min. Investment$250,000
Turnover66.00%
Dividend (ttm)5.76
Dividend Yield9.20%
Dividend Growth4,444.94%
Payout Frequencyn/a
Ex-Dividend DateDec 26, 2024
Previous Close62.56
YTD Return19.40%
1-Year Return33.58%
5-Year Return118.12%
52-Week Low42.14
52-Week High62.65
Beta (5Y)n/a
Holdings346
Inception DateJul 15, 1996

About WLCGX

The Wilshire Large Company Growth Portfolio Fund Institutional Class is a mutual fund that focuses on the large-cap growth segment of the U.S. equity market. Designed to seek capital appreciation, the fund allocates at least 80% of its net assets to common stocks of companies with large market capitalizations. Its investment approach emphasizes firms with historically above-average earnings, cash flow, or sales growth, often resulting in higher price-to-earnings ratios among its holdings. The fund’s portfolio is typically concentrated, with over half of its assets invested in its top ten holdings, which feature leading names in technology, consumer, and communication services sectors. Major positions regularly include technology giants such as Microsoft, NVIDIA, and Apple, alongside other growth-oriented blue chips like Amazon and Meta Platforms. Sector allocations lean heavily toward technology and communication services, reflecting its growth-driven mandate. The Institutional Class is tailored for larger investors, requiring a significant minimum investment. Its role in the market is to provide exposure to growth-oriented U.S. large-cap equities, aiming to capture long-term capital appreciation by investing in established companies with strong growth prospects.

Fund Family Wilshire Mutual Funds
Category Large Growth
Stock Exchange NASDAQ
Ticker Symbol WLCGX
Share Class Institutional Class
Index Russell 1000 Growth TR

Performance

WLCGX had a total return of 33.58% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.54%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

SymbolProviderNameExpense Ratio
VWUAXVanguardVanguard US Growth Admiral0.22%

Other Share Classes

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

SymbolShare ClassExpense Ratio
DTLGXInvestment Class1.30%

Top 10 Holdings

65.15% of assets
NameSymbolWeight
GS_TRS_RUSSELL 1000 GROWTH INDEX USD-02-26-27n/a15.59%
NVIDIA CorporationNVDA11.51%
Microsoft CorporationMSFT9.40%
Amazon.com, Inc.AMZN6.46%
Meta Platforms, Inc.META5.97%
US BANK MMDA - USBGFS 7n/a4.19%
Broadcom Inc.AVGO3.57%
Apple Inc.AAPL3.27%
Alphabet Inc.GOOG2.60%
Netflix, Inc.NFLX2.59%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Dec 26, 2024$0.02099Dec 27, 2024
Dec 12, 2024$5.73563Dec 13, 2024
Dec 27, 2023$0.12666Dec 28, 2023
Dec 28, 2022$0.03562Dec 29, 2022
Dec 13, 2022$5.26252Dec 14, 2022
Dec 13, 2021$10.05543Dec 14, 2021
Full Dividend History