CIK 1616628
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
Signed this manager's latest 13F (2026-Q1). The filing's authorized signatory — frequently a compliance officer, general counsel, or CFO — not necessarily the portfolio manager or firm leadership.
| Name | Role (as filed) | Departed after | Now at (if tracked) |
|---|---|---|---|
| CHOI, SANDY, SUH MOON | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | 2024-11 | — not seen at a tracked firm |
| STEWART, ANDREW, ROBERT ANTHONY | CHIEF EXECUTIVE OFFICER · CEO · DEPUTY CEO · DEPUTY CEO AND CHAIRMAN OF INVESTMENT SOLUTIONS/ANALYTICS · CHIEF INNOVATION OFFICER | 2024-11 | — not seen at a tracked firm |
| CONDRON, SCOTT, JAMES | CHIEF OPERATING OFFICER · CHIEF TECHNOLOGY OFFICER | 2024-11 | — not seen at a tracked firm |
| BROWN, EMILY, ELIZABETH | CHIEF FINANCIAL OFFICER | 2024-11 | — not seen at a tracked firm |
| Miller, Lawrence, Reed | CHIEF TECHNOLOGY OFFICER | 2023-12 | — not seen at a tracked firm |
| Lavalle, Michael, Christopher | SECRETARY AND HEAD OF LEGAL | 2023-07 | ASPIRIANT, LLC |
| BOUEY, BENDUKAI, EDWARD | DIRECTOR & CHIEF COMPLIANCE OFFICER · CHIEF COMPLIANCE OFFICER | 2023-03 | — not seen at a tracked firm |
| MAKEPEACE, MARK, STEPHEN | CHIEF EXECUTIVE OFFICER | 2022-09 | — not seen at a tracked firm |
| GHASSEMIEH, MOHAMMAD, REZA | CHIEF BENCHMARK OFFICER | 2022-09 | — not seen at a tracked firm |
| GRIMES, PAUL | CHIEF OF STAFF | 2022-09 | — not seen at a tracked firm |
| MINKOWSKI EMKIN, LEAH | CHIEF CLIENT OFFICER · MANAGING DIRECTOR | 2022-09 | — not seen at a tracked firm |
| TAKEUCHI, TINA, ELIZABETH | HUMAN RESOURCES MANAGER /SR. VP F&A SM | 2022-09 | — not seen at a tracked firm |
| TEUNON, NICHOLAS | CHIEF FINANCIAL OFFICER | 2022-08 | — not seen at a tracked firm |
| HORTON, JONATHAN | CHIEF STRATGEY AND INTEGRATION OFFICER | 2022-06 | — not seen at a tracked firm |
| KOCHANSKY, JOSEPH, MORRIS | CHIEF TECHNOLOGY OFFICER | 2021-05 | — not seen at a tracked firm |
| LALJI, REENA, SHUKLA | DIRECTOR & GENERAL COUNSEL · GENERAL COUNSEL | 2021-04 | — not seen at a tracked firm |
| TITO, DENNIS, ANTHONY | DIRECTOR & CHIEF EXECUTIVE OFFICER | 2020-12 | — not seen at a tracked firm |
| HINDMAN, JOHN, CLELL | DIRECTOR & VICE CHAIRMAN/PRESIDENT WILSHIRE ASSOCIATES INCORPORATED · DIRECTOR & VICE CHAIRMAN | 2020-12 | — not seen at a tracked firm |
| WAUTERS, MICHAEL, JOSEPH | CHIEF FINANCIAL OFFICER | 2020-12 | — not seen at a tracked firm |
| van Eesteren, William, Eric | DIRECTOR | 2020-12 | — not seen at a tracked firm |
| RALBOVSKY, YANXING, WANG | DIRECTOR | 2020-12 | — not seen at a tracked firm |
| FORESTI, STEVEN, JOHN | DIRECTOR | 2020-12 | — not seen at a tracked firm |
| JUNKIN, ANDREW, HASTINGS | DIRECTOR & PRESIDENT OF WILSHIRE CONSULTING | 2019-11 | — not seen at a tracked firm |
| BRUBAKER, MARK, E. | DIRECTOR | 2019-03 | — not seen at a tracked firm |
| BEINKAMPEN, KARL | DIRECTOR & PRESIDENT OF WILSHIRE PRIVATE MARKETS | 2018-03 | — not seen at a tracked firm |
| LOO, CECILIA, INFEE | DIRECTOR & PRESIDENT OF WILSHIRE ANALYTICS · DIRECTOR | 2016-03 | — not seen at a tracked firm |
| BONAFEDE, JULIA, KATHLEEN | DIRECTOR & PRESIDENT OF WILSHIRE CONSULTING | 2015-04 | — not seen at a tracked firm |
| BENSUR, WILLIAM, GEORGE | DIRECTOR | 2014-10 | — not seen at a tracked firm |
| NEE, KEVIN, PATRICK | DIRECTOR & PRESIDENT OF WILSHIRE PRIVATE MARKETS | 2014-07 | — not seen at a tracked firm |
| HANSEN, MARK, CHRISTOPHER | DIRECTOR & PRESIDENT OF WILSHIRE ANALYTICS | 2014-04 | — not seen at a tracked firm |
| YATA, HOWARD TAMOTSU | DIRECTOR | 2014-01 | — not seen at a tracked firm |
| ZHANG, VICTOR, SHENG | DIRECTOR & PRESIDENT OF WILSHIRE FUNDS MANAGEMENT | 2013-04 | — not seen at a tracked firm |
| EUBANKS, AARON, WEBSTER LEE | CHIEF COMPLIANCE OFFICER | 2012-11 | — not seen at a tracked firm |
| OHL, JAMIE, BURGENER | DIRECTOR & PRESIDENT OF WILSHIRE FUNDS MANAGEMENT | 2012-04 | — not seen at a tracked firm |
Named owners/officers on a past Form ADV Schedule A who are gone from the firm's latest filing. “Departed after” is the last dated filing they appear on. A landing shows only when the destination is another SEC-registered adviser we track.
