Wilshire, since 1972, advises and manages investments for leading global institutions and intermediaries, offering comprehensive solutions and maintaining a top position in institutional and intermediary markets worldwide.
For over 40 years, Wilshire has delivered risk-managed, customized portfolios and broad access to alternatives—private equity, credit, hedge funds, and real assets—managing over $28 billion in alternative assets.
Firm Overview
- Investment advisor and manager to some of the largest institutions in the world.
- Full spectrum provider of alternative investment solutions.
- Leader in both intermediary and
institutional markets. - Market leader in investment cost data, transparency, and analytics.
~300
$134 Billion
$28.8 Billion
assets under management3
$1.5 Trillion
1,900
a year on average
As of 9/30/2025. 1 Includes institutional investors, financial intermediaries, and Wilshire-sponsored vehicles. Does not include individual retirement plans and retail investors via financial intermediary platforms. 2 Assets under management refers to the amount of assets attributable to securities portfolios for which Wilshire provides discretionary and non-discretionary asset management services and is calculated differently than “regulatory assets under management.” Assets under advisement refers to the total amount of assets (inclusive of assets under management) attributable to all of Wilshire’s advisory relationships, including various consulting and advisory relationships for which Wilshire provides investment advisory services without engaging, on either a discretionary or non-discretionary basis, in the direct management of a client’s portfolio. 3 Includes discretionary private markets and hedge fund assets.
Presence
285
97
36
11
Funds
Commissions, trailing commissions, management fees and expenses all may be associated with investment funds. Investors should carefully consider a fund’s investment objectives and strategies, risks, fees and expenses before investing. Please read the offering documents before investing. Investment funds are not guaranteed. Fund values change frequently and past performance may not be repeated.
This material is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy. It does not constitute legal or tax advice.