Morningstar

Wilshire Small Company Growth Portfolio Fund Class Institutional WSMGX

Morningstar Medalist Rating
Medalist Rating as of | See Wilshire Investment Hub
  • NAV / 1-Day Return 26.71  /  −1.15 %
  • Total Assets 24.8M
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.100%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 121%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:41 AM GMT+0

Morningstar’s Analysis WSMGX

Will WSMGX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WSMGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WSMGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WSMGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Wilshire Small Company Growth Instl holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WSMGX

More WSMGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Sterling Infrastructure Inc

2.40 607,753
Industrials

Bloom Energy Corp Class A

1.31 331,170
Industrials

US BANK MMDA - USBGFS 7

1.30 329,654
Cash and Equivalents

TeraWulf Inc

1.28 323,002
Financial Services

PDF Solutions Inc

1.23 310,168
Technology

Applied Digital Corp

1.19 301,788
Technology

Argan Inc

1.19 300,159
Industrials

Ligand Pharmaceuticals Inc

1.18 299,228
Healthcare

Saia Inc

1.17 295,231
Industrials

UL Solutions Inc Class A common stock

1.12 283,078
Industrials

Sponsor Center