Small Company Value Portfolio

Small Company Value Portfolio is a registered fund series of Wilshire Mutual Funds Inc (series S000001048). Net assets $22.6M as of 2026-03-31.

Profile

Advisers

Top holdings (200 reported)

Showing 15 of 200 holdings by value.

HoldingTickerValue% of fund
Astrana Health Inc$336K148.16%
Triumph Financial Inc$300K132.64%
Ryman Hospitality Properties I$297K131.03%
Magnolia Oil & Gas Corp$293K129.59%
Bank OZK$276K122.01%
Ducommun Inc$272K120.30%
Mesa Laboratories Inc$271K119.71%
Red Rock Resorts Inc$270K119.30%
International General Insuranc$242K106.89%
United States Lime & Minerals$225K99.32%
UFP Technologies Inc$185K81.90%
Oil-Dri Corp of America$182K80.36%
Graham Corp$163K72.17%
Live Oak Bancshares Inc$147K64.75%
Centerspace$142K62.86%

Net asset history

Report dateNet assets
2026-03-31$22.6M
2025-12-31$22.0M
2025-09-30$22.6M
2025-06-30$22.8M
2025-03-31$22.1M
2024-12-31$25.1M
2024-09-30$26.5M
2024-06-30$24.7M

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