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Wilshire Small Company Value Instl (WSMVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.17-0.02 (-0.08%)
At close: 08:01PM EDT

Overall portfolio composition (%)

Cash1.42%
Stocks98.58%
Bonds0.00%
Others0.00%
Preferred0.00%
Convertible0.00%

Sector weightings (%)

Sector(s)
WSMVX
Basic materials
5.54%
Consumer cyclical
13.23%
Financial services
27.00%
Property
7.55%
Consumer defensive
4.34%
Healthcare
5.18%
Utilities
2.48%
Communication services
0.73%
Energy
8.22%
Industrials
18.12%
Technology
7.61%

Equity holdings

AverageWSMVXCategory average
Price/Earnings0.0815.82
Price/book0.731.72
Price/sales1.061.02
Price/Cash flow0.148.73
Median market cap1,933.323,832.75
3-year earnings growth17.569.83

Bond holdings

AverageWSMVXCategory average
MaturityN/A1.69
DurationN/A2.05
Credit qualityN/AN/A

Bond ratings

Sector(s)WSMVX
US government0.00%
AAAN/A
AAN/A
AN/A
BBBN/A
BBN/A
BN/A
Below BN/A
OthersN/A

Top 10 holdings (11.14% of total assets)

Get quotes for top holdings
NameSymbol% assets
Red Rock Resorts Inc Class ARRR1.76%
Mr. Cooper Group IncCOOP1.36%
Live Oak Bancshares IncLOB1.19%
Ashland IncASH1.11%
First Advantage CorpFA1.00%
Allegiant Travel CoALGT0.97%
Triumph Financial IncTFIN0.95%
Enovis CorpENOV0.95%
Bank OZKOZK0.93%
Lancaster Colony CorpLANC0.92%