Wilshire Large Company Value Portfolio Fund Class Institutional (WLCVX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
22.10
+0.07 (0.32%)
Jul 16, 2025, 4:00 PM EDT
0.55%
Fund Assets160.96M
Expense Ratio1.00%
Min. Investment$250,000
Turnover38.00%
Dividend (ttm)1.83
Dividend Yield8.18%
Dividend Growth196.68%
Payout FrequencySemi-Annual
Ex-Dividend DateDec 26, 2024
Previous Close22.03
YTD Return5.84%
1-Year Return9.06%
5-Year Return90.44%
52-Week Low18.61
52-Week High24.10
Beta (5Y)n/a
Holdings519
Inception DateJul 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
Stock Exchange NASDAQ
Ticker Symbol WLCVX
Share Class Institutional Class
Index Russell 1000 Value TR

Performance

WLCVX had a total return of 9.06% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.47%.

Equivalent Funds

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

SymbolProviderNameExpense Ratio
VWNEXVanguardVanguard Windsor™ Fund Admiral™ Shares0.26%

Other Share Classes

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

SymbolShare ClassExpense Ratio
DTLVXInvestment Class1.30%

Top 10 Holdings

32.17% of assets
NameSymbolWeight
GS_TRS_RUSSELL 1000 VALUE INDEX-02-26-27n/a16.86%
US BANK MMDA - USBGFS 7n/a3.18%
Voya VACS Series SCVVIRX2.29%
Microsoft CorporationMSFT1.89%
F5, Inc.FFIV1.70%
Workday, Inc.WDAY1.60%
The Charles Schwab CorporationSCHW1.25%
Bank of America CorporationBAC1.24%
Citigroup Inc.C1.12%
JPMorgan Chase & Co.JPM1.04%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Dec 26, 2024$0.29779Dec 27, 2024
Dec 12, 2024$1.52871Dec 13, 2024
Dec 27, 2023$0.1725Dec 28, 2023
Dec 13, 2023$0.44314Dec 14, 2023
Dec 28, 2022$0.27254Dec 29, 2022
Dec 13, 2022$1.73715Dec 14, 2022
Full Dividend History