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Wilshire Small Company Value Portfolio Investment Class Shares

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DTSVX

Wilshire Small Company Value Portfolio Investment Class Shares

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  • Price (USD)27.95
  • Today's Change0.35 / 1.27%
  • 1 Year change+7.29%
Data delayed at least 15 minutes, as of Feb 13 2026.
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Profile and investment

Fund typeOpen Ended Investment Company
Investment style (stocks)Market Cap: Small
Investment Style: Value
Morningstar categorySmall Value
Launch date30 Sep 1992
Price currencyUSD
DomicileUnited States
SymbolDTSVX
Manager & start date
Thomas Stevens
01 Apr 2002
Hal Reynolds
31 Jan 2011
Daniel Allen
31 Jan 2011
Judd Peters
24 Dec 2019
Aaron Monroe
24 Dec 2019
Ryan Thomes
24 Dec 2019
Daniel Arche
30 Apr 2021
Pricing frequencyDaily
Total net assets
23.40m USD
As of Jan 31 2026
Share class size
4.88m USD
As of Jan 31 2026
Net expense ratio1.35%
Front end load--
Deferred load--
Maximum Redemption Fee--
Min. initial investment1,000.00
USD
Min. additional investment100.00
USD
Initial IRA--
Additional IRA--
Available for saleUnited States
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Top 5 holdings

Top 5 holdings as a per cent of portfolio
27.08%6.34%0.00%6.34%
Category average% Net assets% Short% Long
Company1 year changePortfolio weightLong allocation
Red Rock Resorts Inc
RRR:NSQ		+18.23%1.44%
Triumph Financial Inc
TFIN:NYQ		-15.62%1.37%
Astrana Health Inc
ASTH:NAQ		-52.09%1.27%
Ducommun Inc
DCO:NYQ		+96.54%1.14%
Ryman Hospitality Properties Inc
RHP:NYQ		-1.87%1.12%
Per cent of portfolio in top 5 holdings: 6.34%
Data delayed at least 15 minutes, as of Feb 13 2026 21:00 GMT.
Top 10 Holdings

Diversification

Asset type

Asset type

US stock94.76%
Non-US stock4.29%
Cash0.95%
US bond0.00%
Non-US bond0.00%
Other0.00%

Top 5 sectors

Equity
Fixed income
Financial Services27.70%
Industrials15.18%
Consumer Cyclical11.72%
Healthcare9.47%
Technology8.19%
Other26.77%

Top 5 regions

United States94.74%
United Kingdom1.05%
Latin America0.94%
Canada0.85%
Eurozone0.63%
Other0.83%
Sector and region weightings are calculated using only long position holdings of the portfolio.
The performance data shown in tables and graphs on this page is calculated in USD of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise.
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