A History of Innovation

Since 1972, Wilshire has helped shape the way investors measure and manage risk.

1972

Leader in equity betas (Wilshire AtlasSM)
Dow closes above 1,000 for the first time

1974

Developed comprehensive stock index (Wilshire 5000 Total Market IndexSM)

We recognized that investors needed a benchmark that reflected virtually all publicly traded U.S. stocks.

ERISA passes

1975

Fixed brokerage commissions ends

1978

Master Trust Performance and Universe Comparison System (Wilshire TUCS®)

1980

Wilshire is a leader in asset allocation models for pension plans
Volker heads Fed team’s disinflation initiative

1981

Established Wilshire Consulting

Wilshire begins providing pension funds and other institutional investors with advice on asset allocation and manager selection.

1985

Dow closes above 1,500 for the first time

1986

Wilshire establishes performance measurement system
Performance fees for investment managers established

1987

Financial crisis; Dow falls more than 22% on Black Monday

1989

Wilshire creates multifactor fixed income risk model

1990

Beginning of eight-year bull market

1992

Wilshire GR6 Equity Risk Model (Wilshire AtlasSM)

1995

Dow closes above 5,000

1996

Established Wilshire Private Markets

Alternative assets provide an important diversification opportunity.


Launched Wilshire Mutual Funds (Institutional Class) 

Wilshire made institutional strategies available for investors in retirement plans.

1998

Established Wilshire Funds Management 

Dedicated to serving the needs of  financial intermediaries

1999

Dow closes above 10,000

2000

Tech bubble bursts

2002

Wilshire develops Internet-based analytics platform

2003

Wilshire creates enhanced global equity risk model

2005

Wilshire designs predictive manager alpha platform

2006

Wilshire launches multi-manager VIT target maturity funds
Wilshire Funds Management launches hedge fund platform

2012

Wilshire Advisor Solutions, outcome-oriented solutions for financial advisors

2014

Wilshire launches Liquid Alternative Indexes

We invite you to visit our corporate website for more information on Wilshire Associates.
» Go to Wilshire.com