Wilshire Large Company Value Portfolio Fund Class Institutional (WLCVX)

Fund Assets	188.09M
Expense Ratio	1.00%
Min. Investment	$250,000
Turnover	51.00%
Dividend (ttm)	0.30
Dividend Yield	1.20%
Dividend Growth	1.58%
Payout Frequency	n/a
Ex-Dividend Date	Dec 26, 2025

Previous Close	24.98
YTD Return	15.23%
1-Year Return	20.07%
5-Year Return	64.60%
52-Week Low	21.39
52-Week High	26.12
Beta (5Y)	1.16
Holdings	530
Inception Date	Jul 15, 1996

About WLCVX

Wilshire Large Company Value Institutional is an actively managed mutual fund specializing in the large value segment of the U.S. equity market. Its primary objective is capital appreciation, achieved by investing at least 80% of its net assets in the common stock of companies with large market capitalizations, specifically those within the range of the Russell 1000 Index. The fund targets firms that are considered undervalued relative to their intrinsic value or are underperforming compared to their historical earnings potential. While the portfolio is predominantly composed of domestic equities, it also allocates a portion—typically under 10%—to foreign securities, including American Depositary Receipts and Global Depositary Receipts. With over 300 holdings across diverse industries such as financials, technology, and industrials, Wilshire Large Company Value Institutional serves institutional investors seeking broad exposure to established companies trading at below-average valuations. Its market significance lies in offering diversified access to large-cap value equities, providing a sector allocation and risk profile distinct from core or growth-oriented funds. Launched in 1996, the fund emphasizes disciplined, value-driven investment strategies for long-term portfolio growth.

• Fund Family: Wilshire Mutual Funds
• Category: Large Value
• Performance Rating: Average
• Risk Rating: Above Average
• Stock Exchange: NASDAQ
• Ticker Symbol: WLCVX
• Share Class: Institutional Class
• Index: Russell 1000 Value TR

Performance

WLCVX had a total return of 20.07% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.03%.

Equivalent Funds

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

Symbol	Provider	Name	Expense Ratio
VWNEX	Vanguard	Vanguard Windsor™ Admiral™	0.18%

Other Share Classes

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

Symbol	Share Class	Expense Ratio
DTLVX	Investment Class	1.30%

Top 10 Holdings

38.62% of assets

Name	Symbol	Weight
GS_TRS_RUSSELL 1000 VALUE INDEX-03-30-27	n/a	17.62%
US BANK MMDA - USBGFS 7	n/a	5.86%
Microsoft Corporation	MSFT	3.24%
Amazon.com, Inc.	AMZN	2.69%
Voya VACS Series SC	VVIRX	2.08%
Workday, Inc.	WDAY	1.82%
Apple Inc.	AAPL	1.77%
APA Corporation	APA	1.19%
American International Group, Inc.	AIG	1.18%
Bank of America Corporation	BAC	1.18%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 26, 2025	$0.3025	Dec 29, 2025
Dec 11, 2025	$2.14304	Dec 12, 2025
Dec 26, 2024	$0.29779	Dec 27, 2024
Dec 12, 2024	$1.52871	Dec 13, 2024
Dec 27, 2023	$0.1725	Dec 28, 2023
Dec 13, 2023	$0.44314	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:

Sep 26, 2026

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