Wilshire
Alpha Nasdaq OCIO Indices - ContributorSANTA MONICA, CA
Form ADV and provider website profile · CRD 6210 · regulatory data as of Sep 2, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Wilshire. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$149.1BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
650,319Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$148.2BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$859MNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
$149.1BTotal Firm AUM
$148.2BDiscretionary AUM
$859MNon-discretionary AUM
650,319Total accounts
650,318Discretionary accounts
1Non-discretionary accounts
Client Mix by Firm AUM
$149.1BFirm AUM
Other investment advisers62.0%
Other Pooled Vehicles27.9%
Retirement Plans5.7%
Other1.8%
Investment companies1.2%
Municipalities1.0%
Charities0.3%
Sovereign Wealth & Foreign Institutions0.0%
Corporations0.0%
Reported Client Types
Source: Form ADV client recordsOther investment advisers62.0%
662,119 clients$92.4B firm assets
Other Pooled Vehicles27.9%
101 clients$41.6B firm assets
Retirement Plans5.7%
94,431 clients$8.5B firm assets
Other1.8%
3,581 clients$2.7B firm assets
Investment companies1.2%
4 clients$1.8B firm assets
Municipalities1.0%
29 clients$1.5B firm assets
Charities0.3%
19 clients$499M firm assets
Sovereign Wealth & Foreign Institutions0.0%
5 clients$49M firm assets
Corporations0.0%
0 clients$12,348 firm assets
Reported total760,289 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| Other investment advisers | $92.4B | 662,119 | 62.0% |
| Other Pooled Vehicles | $41.6B | 101 | 27.9% |
| Retirement Plans | $8.5B | 94,431 | 5.7% |
| Other | $2.7B | 3,581 | 1.8% |
| Investment companies | $1.8B | 4 | 1.2% |
| Municipalities | $1.5B | 29 | 1.0% |
| Charities | $499M | 19 | 0.3% |
| Sovereign Wealth & Foreign Institutions | $49M | 5 | 0.0% |
| Corporations | $12,348 | 0 | 0.0% |
| Reported total | $149.1B | 760,289 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…