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Wilshire 5000® Celebrates 40th Anniversary

Original Benchmark for Total U.S. Stock Market Celebrates Milestone; New Index Calculator Tool Now Available 

Wilshire Associates Incorporated (Wilshire®), a diversified global financial services firm, today announced the celebration of 40 years for its flagship Wilshire 5000 Total Market Index℠, or Wilshire 5000®, which is widely accepted as the definitive benchmark for the broad U.S. stock market. In conjunction, the firm also unveiled a new, web-based index calculator that provides a state-of-the-art tool to access returns and historical index levels for the suite of Wilshire indexes, including the Wilshire 5000. The new index calculator is available to the public online.

“For 40 years, Wilshire has leveraged technology and deep expertise to pioneer solutions that add value for our clients, as well as for the greater investment community,” commented Dennis Tito, founder and chief executive officer of Wilshire Associates. “The Wilshire 5000 anniversary marks an important milestone in support of our mission to provide innovative offerings that help investors make informed decisions. We’re extremely proud of our heritage and look forward to providing additional services, including relevant industry benchmarks designed to accurately gauge market performance, for many years to come.” Tito added.

Wilshire 5000 launched in 1974 with just shy of 5,000 stocks. The count, which has fluctuated over time due to mergers, acquisitions and IPOs, steadily increased to its peak of 7,562 stocks on July 31, 1998, followed by a steady decline to 3,661 on April 30, 2013. Since that time, the count has increased to its current 3,834 companies. While the number of stocks in the Wilshire 5000 has fallen more than 20 percent since inception, market value for the benchmark has increased over 4000% since its launch. Additionally, the Wilshire 5000 is up $16.6 trillion since the financial crisis low on March 9, 2009.

Wilshire indices include the Wilshire 5000 family of flagship, size and style indices designed to measure performance for the U.S. equity market; the Wilshire Real Estate family designed to measure the global real estate market; and, the recently launched Wilshire Liquid Alternative family designed to measure performance of the universe of ’40 Act mutual funds that employ an alternative strategy.

Wilshire Associates, a leading global, independent investment consulting and services firm, provides consulting services, analytics solutions and customized investment products to plan sponsors, investment managers and financial intermediaries. Its business units include, Wilshire Analytics, Wilshire Consulting, Wilshire Funds Management and Wilshire Private Markets.

The firm was founded in 1972, providing revolutionary technology and acting as an early innovator in the application of investment analytics and research to investment managers in the institutional marketplace. Wilshire also is credited with helping to develop the field of quantitative investment analysis that uses mathematical tools to analyze market risks. All other business units evolved from Wilshire’s strong analytics foundation. Wilshire developed the Wilshire 5000 Total Market Index and became an early innovator in creating integrated asset/liability analysis/simulation models as well as practical models in risk budgeting through beta and active risk analysis. Wilshire has grown to a firm of more than 300 employees serving the needs of investors around the world.

Based in Santa Monica, California, Wilshire provides services to clients in more than 20 countries representing more than 500 organizations with assets totaling approximately US $7 trillion.* With ten offices on four continents, Wilshire Associates and its affiliates are dedicated to providing clients with the highest quality counsel, products and services. Wilshire® and Wilshire 5000® are registered service marks of Wilshire Associates Incorporated. Wilshire 5000 Total Market IndexSM, Wilshire US Micro-Cap IndexSM, Wilshire US Large-Cap Value IndexSM, Wilshire US Large-Cap Growth IndexSM, Wilshire US Small-Cap Growth IndexSM and Wilshire US Small-Cap Value IndexSM, Wilshire US Real Estate Securities IndexSM and Wilshire exUS Real Estate Securities IndexSM are service marks of Wilshire Associates Incorporated.

*Client assets are as represented by Pensions and Investments (detailed in “P&I’s Top 1,000 Largest Retirement Plans” and “P&I’s Largest Money Managers Directory 2013” as of 9/30/12 and 12/31/12, and published 2/4/13 and 5/27/13, respectively).