Wilshire Small Company Growth Portfolio Fund Class Institutional (WSMGX)

Fund Assets	22.62M
Expense Ratio	1.119%
Min. Investment	$250,000
Turnover	121.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	23.80
YTD Return	8.98%
1-Year Return	8.69%
5-Year Return	1.27%
52-Week Low	20.74
52-Week High	27.73
Beta (5Y)	1.21
Holdings	443
Inception Date	Jul 15, 1996

About WSMGX

The Wilshire Small Company Growth Portfolio Fund Class Institutional is a mutual fund that targets the small-cap growth segment of the U.S. equity market. Its primary objective is to achieve capital appreciation by investing substantially all of its assets in the common stocks of companies with relatively small market capitalizations at the time of purchase. The fund emphasizes investments in businesses that have demonstrated above-average earnings or sales growth and a strong retention of earnings, characteristics often associated with higher price-to-earnings ratios. By focusing on these growth-oriented small companies, the fund seeks to capture the dynamic expansion potential typical of this market segment. Performance is benchmarked against the Russell 2000 Growth Index, providing context for its results against the broader small-cap growth universe. Managed since 1996, this fund plays a significant role for institutional investors aiming to diversify portfolios with U.S. small-cap growth exposure, complementing broader equity or multi-asset strategies.

• Fund Family: Wilshire Mutual Funds
• Category: Small Growth
• Performance Rating: Below Average
• Risk Rating: Average
• Stock Exchange: Nasdaq
• Ticker Symbol: WSMGX
• Share Class: Institutional Class
• Index: Russell 2000 Growth TR

Performance

WSMGX had a total return of 8.69% in the past year, including dividends. Since the fund's inception, the average annual return has been 5.19%.

Other Share Classes

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

Symbol	Share Class	Expense Ratio
DTSGX	Investment Class	1.35%

Top 10 Holdings

10.71% of assets

Name	Symbol	Weight
Ligand Pharmaceuticals Incorporated	LGND	1.43%
Willdan Group, Inc.	WLDN	1.30%
Federal Signal Corporation	FSS	1.12%
US BANK MMDA - USBGFS 7	n/a	1.10%
Oceaneering International, Inc.	OII	1.07%
HealthEquity, Inc.	HQY	0.99%
Chime Financial, Inc.	CHYM	0.97%
PDF Solutions, Inc.	PDFS	0.94%
Excelerate Energy, Inc.	EE	0.93%
UL Solutions Inc.	ULS	0.86%

Data Sources: Tiingo, Financial Modeling Prep, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Financial Modeling Prep. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

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