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Rapid Index/Portfolio Creation

Create and manage indexes/portfolios tailored to your specific investment goals and risk tolerance. Utilize our advanced construction tools and back testing capabilities to design and refine your strategies. Access instantaneous results through a user-friendly interface for a seamless analytical experience.
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Build a deep understanding of an Index/Portfolio

Select Indexes or Upload Portfolios
Choose from a selection of indexes - broad market, sectors, regions or factor-based options. Or upload your own portfolio.
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Review gap analysis
Export data/charts, reporting
Continue to refine via Screening. Tilting, etc
Screening
Filter and analyze an index/portfolio by numerous stock characteristics. Identify stocks that meet your criteria, upload your own exclusion list or sort and rank stocks based on key metrics for deeper index/portfolio insights.
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Apply Factor/Pure Factor Tilts
Strategically apply factors like growth, value, momentum and size to an index/portfolio. Implement carbon constraints or leverage Wilshire Indexes Pure factor tilting methodology.
Performance Attribution
Gain insights into the drivers of your index/portfolio's historical returns and risk, identifying key contributors to your portfolio's performance. Our data-driven analysis empowers informed decisions and fine-tuning of your investment strategy.
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Comprehensive Reporting
View reports on industry exposure, factor weightings, and more. Gain a deeper understanding of composition and performance. Visualize data in charts, tables, and graphs to analyze trends and identify areas for improvement.
Save Scenarios
Continue to fine-tune an index/portfolio, comparing multiple scenarios, and save for future use.
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Flexible Modification Capabilities

Fine-tune your index/portfolio by making precise modifications at the individual stock level. Alter Pure Factor, Industry and Carbon Intensity exposures to align with your investment strategy.

Adjust stock, industry, and country weightings to optimize index/portfolio rebalance and performance.

W+ Use Cases
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Explore W+ Use Cases

Calculate Performance Attribution
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Carbon Strategy Refinement
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Understand Excess Risk and Return
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Low Volatility Strategy
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Neutralize Unintended Exposures
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Start using W+ today

Contact Wilshire Indexes
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Wilshire Indexes is a global benchmark platform that provides institutional investors, asset managers and retail intermediaries unmatched flexibility in solving benchmarking, portfolio construction, and risk management challenges. Transforming the way investors use benchmarks to meet their objectives, Wilshire Indexes provides global coverage of the markets through the leading FT Wilshire Index Series. Combining new technology and modular products in a growth-aligned commercial model designed for collaboration, efficiency, and speed to market, Wilshire Indexes offers a completely new way to work with an index provider.

Wilshire Indexes operates alongside Wilshire’s investment management, consulting, OCIO, and alternative asset businesses, which are separately known as Wilshire Advisors LLC
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FT Wilshire 5000Global Equity Market Series (GEMS)Pure FactorsClimateDigital Assets
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Wilshire and Wilshire 5000 are registered service marks owned by Wilshire Advisors LLC and are used under license. “FT” is the trade mark of the Financial Times Limited and is used under licence.