W+ Platform: Precision Index/Portfolio Analysis

Access the power of equity analysis with Wilshire Indexes W+ platform. Analyze, modify, and create indexes/portfolios with precision.
W+ Platform precision index portfolio analytics

Advanced, Added Value Index/Portfolio Analytics

Index/Portfolio Exposure Analysis

Customization and Modelling

Performance & Risk Attribution

Report Generation

Compare indexes or portfolios and visualize the differences in stock, industry, factor & carbon exposures. Use robust, quantitative insights to achieve your strategy.

Apply screening, tilting and capping to meet specific client needs or investment mandate. Visualize and implement multiple scenarios instantly.

Monitor and compare your index/portfolio performance against benchmarks. Visualize trends and patterns for strategic allocations.

Generate detailed reports covering all aspects of your portfolio analysis, including performance metrics, risk factors, and exposure breakdowns.

Comprehensive Stock Universe

Global Coverage

Size Segmentation

Advanced Filtering

Regular Updates

Access a vast array of stocks from both US and International markets.

Choose from large-cap and small-cap stocks across regions, and specialty indexes.

Easily narrow down stock selection based on criteria - weight limits, factor screening, valuation and more.

Generate detailed reports covering all aspects of your index/portfolio analysis, including performance metrics, risk factors, and exposure breakdowns.

Key Use Cases for W+

Build and manage indexes/portfolios with precision and efficiency, and analyze results.
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Measure the impact of different investment decisions on index/portfolio performance.
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Identify and analyze the sources of excess risk and return in your index/portfolio.
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Identify and adjust unintended exposures to align with investment objectives.
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Construct indexes/portfolios that minimize volatility while achieving targeted returns.
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Analyze how carbon intensity adjustments affect overall risk and return profiles.
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FT WILSHIRE INDEX SERIES

Index Resources

Learn more about FT Wilshire’s suite of index products, designed to support a range of investment strategies. These resources provide detailed information on index methodologies, market coverage, and specialized approaches to index/portfolio construction.

FT Wilshire 5000 Index Series

FT Wilshire 5000 Series

A broad-based index representing the performance of the U.S. equity market, covering thousands of publicly traded companies. Ideal for tracking the overall market and gaining diversified exposure across sectors and industries.

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FT Wilshire Global Equity Market Series

FT Wilshire Global Equity Market Series (GEMS)

Provides extensive global coverage, capturing equities from developed and emerging markets. This series is designed to support cross-border investment strategies, offering insights into regional and country-specific performance.

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FT Wilshire Alternative Weighted Series

FT Wilshire Alternatively Weighted Index Series

Focuses on non-traditional weighting methodologies, including factor-based and fundamental approaches. This series is designed for investors seeking targeted exposures beyond market-cap weighting to enhance diversification and manage risk.

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Customizable reporting for W+

Customizable Reporting

Highlight key insights with dynamic, tailored visuals for clear and impactful data presentation.
  • Select individual components
  • Custom Titles
  • Flexible Formatting Options
  • Export Capabilities

Start using W+ today