WFIVX
FT Wilshire 5000 Index Invmt
1W: -1.0%
1M: -0.4%
3M: +0.9%
YTD: +11.7%
1Y: +13.3%
3Y: +70.9%
5Y: +47.5%
$39.45
+0.29 (+0.74%)
Weekly Expected Move ±1.4%
$38
$39
$39
$40
$40
Key Statistics
AUM$324M
Holdings2,024
Top 10 Wt31.5%
Volume0
Avg Volume0
Beta1.01
Portfolio Fundamentals
P/E15.1
P/B4.1
Div Yield1.40%
ROE30.8%
% Profitable76%
Inception1999-01-29
Sector Allocation
Technology
24.9%
Financial Services
12.5%
Consumer Cyclical
10.2%
Healthcare
9.9%
Communication Services
9.5%
Industrials
9.3%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | NVIDIA Corp | 0QOJ.L | 6.40% | $17.8M | 102,019 |
| 2 | Apple Inc | AAPL.DE | 5.92% | $16.5M | 64,895 |
| 3 | Microsoft Corp | 4338.HK | 4.27% | $11.9M | 32,054 |
| 4 | Amazon.com Inc | 0R1O.IL | 3.16% | $8.8M | 42,257 |
| 5 | Alphabet Inc | GOOGL.SW | 2.63% | $7.3M | 25,397 |
| 6 | Alphabet Inc | ABEC.F | 2.28% | $6.3M | 22,092 |
| 7 | Broadcom Inc | 1YD.DE | 2.25% | $6.2M | 20,182 |
| 8 | Meta Platforms Inc | FB2A.DE | 1.95% | $5.4M | 9,465 |
| 9 | Tesla Inc | TL0.DE | 1.40% | $3.9M | 10,441 |
| 10 | JPMorgan Chase & Co | CMC.DE | 1.27% | $3.5M | 12,007 |