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 25.09  /  +1.17 %
  • Total Assets 22.9M
  • 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 Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:57 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 10.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ligand Pharmaceuticals Inc

1.43 340,352
Healthcare

Willdan Group Inc

1.30 308,441
Industrials

Federal Signal Corp

1.12 267,462
Industrials

US BANK MMDA - USBGFS 7

1.10 260,716
Cash and Equivalents

Oceaneering International Inc

1.07 253,883
Energy

HealthEquity Inc

0.99 234,978
Healthcare

Chime Financial Inc Ordinary Shares - Class A

0.97 231,439
Technology

PDF Solutions Inc

0.94 224,713
Technology

Excelerate Energy Inc Class A

0.93 221,674
Energy

UL Solutions Inc Class A common stock

0.86 205,303
Industrials

Sponsor Center