Wilshire Mutual Funds - Semi-Annual Financial Statements and Additional Information - June 30, 2026 (Unaudited)

Sep 19, 2026

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Wilshire Mutual Funds, Inc. presents semi-annual financial statements and additional information for multiple portfolios and funds as of June 30, 2026, marked unaudited. The package includes schedules of investments for large and small company growth and value portfolios, plus the Wilshire 5000 IndexSM, Wilshire Income Opportunities, and Wilshire International Equity funds. It also provides statements of assets and liabilities, statements of operations, statements of changes in net assets, financial highlights, and extensive notes supporting the reported figures and disclosures.

LanguageEnglish

CategoryGeneral

FormatPDF

Pages194

Reading Time1 h 8 min

AccessFree to download

Schedules of Investments

Large Company Growth Portfolio

Large Company Value Portfolio

Small Company Growth Portfolio

Small Company Value Portfolio

Wilshire 5000 IndexSM Fund

Wilshire Income Opportunities Fund

Wilshire International Equity Fund

Statements and Disclosures

Statements of Assets and Liabilities

Statements of Operations

Statements of Changes in Net Assets

Financial Highlights

Notes to Financial Statements

Additional Information

Board Approval of Subadvisory Agreements

WILSHIRE MUTUAL FUNDS, INC. LARGE COMPANY GROWTH PORTFOLIO LARGE COMPANY VALUE PORTFOLIO SMALL COMPANY GROWTH PORTFOLIO SMALL COMPANY VALUE PORTFOLIO WILSHIRE 5000 INDEXSM FUND WILSHIRE INCOME OPPORTUNITIES FUND WILSHIRE INTERNATIONAL EQUITY FUND Semi-Annual Financial Statements and Additional Information June 30, 2026 (Unaudited) [http://advisor.wilshire.com](http://advisor.wilshire.com) Page Schedules of Investments Large Company Growth Portfolio ......................................................... 1 Large Company Value Portfolio ........................................................... 13 Small Company Growth Portfolio ......................................................... 26 Small Company Value Portfolio ........................................................... 31 Wilshire 5000 IndexSM Fund ............................................................. 39 Wilshire Income Opportunities Fund ....................................................... 59 Wilshire International Equity Fund ........................................................ 119 Statements of Assets and Liabilities .......................................................... 139 Statements of Operations .................................................................. 143 Statements of Changes in Net Assets ......................................................... 146 Financial Highlights ...................................................................... 150 Notes to Financial Statements .............................................................. 164 Additional Information ................................................................... 191 Board Approval of Subadvisory Agreements .................................................. 192 COMMON STOCKS-80.4% Communication Services-12.3% Alphabet, Inc. -Class A . . . . . . . . . . . . Alphabet, Inc. -Class C . . . . . . . . . . . . Meta Platforms, Inc. -Class A . . . . . . . . Netflix, Inc.(a) . . . . . . . . . . . . . . . . . . Nexstar Media Group, Inc. . . . . . . . . . . NIQ Global Intelligence PLC(a) . . . . . . . Reddit, Inc. -Class A(a) . . . . . . . . . . . . Roku, Inc.(a) . . . . . . . . . . . . . . . . . . . Space Exploration Technologies Corp. - Class A(a)(b) . . . . . . . . . . . . . . . . . . Spotify Technology SA(a) . . . . . . . . . . . Consumer Discretionary-8.2% [Amazon.com](Amazon.com), Inc.(a) . . . . . . . . . . . . . . Booking Holdings, Inc. . . . . . . . . . . . . Carnival Corp. Ltd. . . . . . . . . . . . . . . . Cava Group, Inc.(a) . . . . . . . . . . . . . . . Chipotle Mexican Grill, Inc.(a) . . . . . . . . Expedia Group, Inc. . . . . . . . . . . . . . . . Ferrari NV(b) . . . . . . . . . . . . . . . . . . . Garmin Ltd H&R Block, Inc. . . . . . . . . . . . . . . . . . Home Depot, Inc. . . . . . . . . . . . . . . . . MercadoLibre, Inc.(a) . . . . . . . . . . . . . . Murphy USA, Inc. . . . . . . . . . . . . . . . . Novo Nordisk A/S-ADR . . . . . . . . . . . Ralph Lauren Corp. . . . . . . . . . . . . . . . Ross Stores, Inc. . . . . . . . . . . . . . . . . . Sea Ltd. -ADR(a) . . . . . . . . . . . . . . . . SharkNinja, Inc.(a) . . . . . . . . . . . . . . . . Tesla, Inc.(a) . . . . . . . . . . . . . . . . . . . . Texas Roadhouse, Inc. . . . . . . . . . . . . . TJX Cos., Inc. . . . . . . . . . . . . . . . . . . Consumer Staples-1.2% Celsius Holdings, Inc.(a) . . . . . . . . . . . . Costco Wholesale Corp. . . . . . . . . . . . . Estee Lauder Cos., Inc. -Class A . . . . . . Monster Beverage Corp.(a) . . . . . . . . . . Energy-0.5% HF Sinclair Corp. . . . . . . . . . . . . . . . . Phillips 66 . . . . . . . . . . . . . . . . . . . . . TechnipFMC PLC . . . . . . . . . . . . . . . . Financials-3.7% Ally Financial, Inc. . . . . . . . . . . . . . . . Bank of America Corp. . . . . . . . . . . . . . Cboe Global Markets, Inc. . . . . . . . . . . Chime Financial, Inc. -Class A(a) . . . . . . Shares Value 10,071 $ 3,

FAQs

What reporting period does the semi-annual package cover?

The statements are for June 30, 2026 and are labeled as unaudited.

Which investment schedules are included?

The document includes schedules of investments for large company growth and value, small company growth and value, and several named funds including the Wilshire 5000 IndexSM Fund, Wilshire Income Opportunities Fund, and Wilshire International Equity Fund.

What financial statement types are provided besides investment schedules?

It includes statements of assets and liabilities, statements of operations, statements of changes in net assets, and financial highlights, supported by notes and additional information.

Sep 19, 2026

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