U
Wilshire Private Assets Institutional Class
Recommendation
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NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings I-46811 Click to
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Rating U
Reward Index Unrated
Reward Grade U
Risk Index Unrated
Risk Grade U
Company Info I-46811 Click to
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Provider Wilshire Advisors
Manager/Tenure (Years) Mark Perry (5), Bill Bracamontes (0)
Website http://https://www.wilshire.com/
Fund Information I-46811 Click to
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Fund Name Wilshire Private Assets Institutional Class
Category Private Multi-Asset
Sub-Category Allocation Miscellaneous
Prospectus Objective Growth and Income
Inception Date Nov 18, 2020
Open/Closed To New Investors Open
Minimum Initial Investment 5,000.00
Minimum Subsequent Investment 1,000.00
Front End Fee --
Back End Fee --
Dividends and Shares I-46811 Click to
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Dividend Yield 0.24%
Dividend I-46811 Click to
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Dividend Yield (Forward) --
Asset Allocation I-46811 Click to
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Cash 0.00%
Stock 0.00%
U.S. Stock 0.00%
Non-U.S. Stock 0.00%
Bond 0.00%
U.S. Bond 0.00%
Non-U.S. Bond 0.00%
Preferred 0.00%
Convertible 0.00%
Other Net 100.00%
Price History I-46811 Click to
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7-Day Total Return 2.01%
30-Day Total Return 1.62%
60-Day Total Return 4.04%
90-Day Total Return 3.56%
Year to Date Total Return 12.00%
1-Year Total Return 15.26%
2-Year Total Return 26.68%
3-Year Total Return 37.21%
5-Year Total Return 52.13%
Price I-46811 Click to
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Closing Price --
1-Month Low Price --
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52-Week Low Price --
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NAV I-46811 Click to
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Nav $15.68
1-Month Low NAV $15.32
1-Month High NAV $15.68
52-Week Low NAV $13.62
52-Week Low NAV (Date) Nov 11, 2025
52-Week High NAV $15.68
52-Week High Price (Date) Oct 02, 2026
Beta / Standard Deviation I-46811 Click to
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Beta --
Standard Deviation 6.37
Balance Sheet I-46811 Click to
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Total Assets 186.34M
Operating Ratios I-46811 Click to
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Expense Ratio 3.14%
Turnover Ratio 4.00%
Performance I-46811 Click to
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Last Bull Market Total Return 9.17%
Last Bear Market Total Return -1.04%