Wilshire 5000 Index FundWFIVX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$278.1M
Expense ratio
0.56%
1-year return
+17.4%
3 years, a year
+17.0%
5 years, a year
+10.4%
Holdings
2,045
What it aims to do.
The Wilshire 5000 Index SM Funds (the Index Fund or the Portfolio) investment objective is to replicate as closely as possible the performance of the Wilshire 5000 Index SM , formerly known as the FT Wilshire 5000 Index SM (the Index). before the deduction of Index Fund expenses.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NVDA NVIDIA Corp | 6.40% |
| AAPL Apple Inc | 5.92% |
| MSFT Microsoft Corp | 4.27% |
| AMZN Amazon.com Inc | 3.16% |
| GOOGL Alphabet Inc | 2.63% |
| GOOG Alphabet Inc | 2.28% |
| AVGO Broadcom Inc | 2.25% |
| META Meta Platforms Inc | 1.95% |
| TSLA Tesla Inc | 1.40% |
| JPM JPMorgan Chase & Co | 1.27% |
More on WFIVX.
- WFIVX overview
- WFIVX holdings
- WFIVX risk
- WFIVX costs
- WFIVX money in and out
- WFIVX share classes
- Compare WFIVX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.