Wilshire Small Company Value Instl holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.
Wilshire Small Company Value Fund Class Institutional WSMVX
- NAV / 1-Day Return 31.44 / +1.00 %
- Total Assets 24.6M
-
Adj. Expense Ratio
1.100%
- Expense Ratio 1.100%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Small Value
- Investment Style Small Value
- Min. Initial Investment 250,000
- Status Open
- TTM Yield 0.94%
- Turnover 63%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 1:23 AM GMT+0
Morningstar’s Analysis WSMVX
Will WSMVX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the WSMVX 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 WSMVX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 12.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Astrana Health Inc | 1.59 | 391,586 | Healthcare |
Triumph Financial Inc | 1.44 | 352,951 | Financial Services |
Magnolia Oil & Gas Corp Class A | 1.38 | 338,990 | Energy |
Ryman Hospitality Properties Inc | 1.37 | 337,969 | Real Estate |
Ducommun Inc | 1.29 | 316,930 | Industrials |
Red Rock Resorts Inc Class A | 1.23 | 303,417 | Consumer Cyclical |
US BANK MMDA - USBGFS 7 | 1.22 | 300,104 | Cash and Equivalents |
Bank OZK | 1.13 | 278,365 | Financial Services |
Mesa Laboratories Inc | 1.11 | 273,600 | Technology |
International General Insurance Holdings Ltd Ordinary Shares | 0.98 | 240,478 | Financial Services |
United States