Wilshire Associates/Indices

Back to search

  Company Overview


Wilshire Associates started as an investment technology firm then evolved to become an advisory company specialising in investment products, consulting services, technology solutions, and index creation The company flagship Wilshire 5000 Total Market Index was established by the Wilshire Associates in 1974 and has since become one of the world’s leading performance benchmarks. On the 01/05/2020 posted a US$3.6 Trillion gain, for April 2020, the best performance since the 1973-1975 recession The Wilshire indices have expanded into a range of themed families, and have also entered into the field of customisable/white labelled offerings

Type of business
Data Source
Region
North America
Specialisation
Index Creator

  Corporate Details


Date of UpdateUnknown
HeadquartersSanta Monica, California, United States
Established1972
Market Cap US$N/A
Revenue US$113.2 Million (DNB.com)
Employees>500
OwnershipPrivate: Management
ManagementFounder & Chief Executive Officer: Dennis Tito Chief Compliance Officer: Benkai Bouey Chief Operating Officer: Jason Schwarz

  Website Analysis


URLhttps://https://wilshire.com
Alexa Rank947,088
TypeData Source
Client CaseIndex Creator
CoverageUnited States, Hong Kong, Singapore, United Kingdom
Asset ClassesYES
TradingUnknown
TerminalsUnknown
FeedsYES
AnalyticsYES
Compliance & RiskYES
Indices & BenchmarksYES
Reference DataYES
Economic DataUnknown

  Key Products & Services


Wilshire Indices: There are 5 families of indices offered plus 1 new 1. Wilshire 5000 Total Market Index, US markets, 2. Wilshire Real Estate, 3. Wilshire Liquid Alternative index, unit trusts/mutual funds 4. Wilshire Target Income, ETFs & income yields, 5. Wilshire Business Development Company Index, 6. Wishire Risk Parity Index, Powered by Wilshire: Allows asset managers to match internal proprietary index methodology with Wilshire’s index calculation engine and distribution platform. This enables clients to develop white labelled indices based on Wilshire IP and historical reference data, such as, 1. Victory US Large Cap 500 Index, 2. Military Times for Vets Index & 3. Sage ESG Intermediate Credit Index Index Calculator: An online tool for clients to calculate returns given a set series of parameters


  Business Potential


PresenceUnited States, Hong Kong, Singapore, United Kingdom
MarketInvestment Banks, Commercial Banks, Asset Managers, Hedge Funds, Wealth Managers, Corporates, HNWI, Retail
CompetitionFTSE Russell, MSCI, Qontigo (STOXX), S&P Dow Jones, Solactive
AvailabilityDirect from Wilshire
Custom Report Enquiry

Do you work for this company and wish to update this page?

You can submit changes and latest company info by applying for ownership of this page. Fill out this free and simple form to apply.

Apply for ownership
Find out more
Try for free

Try our Free Live Trial of our fixed income and ETF data
Available now at MarketDesk