Form D · Other Investment Fund

Wilshire Solutions Funds Trust

Santa Monica, CA · CIK 0001574159

Offering snapshot reported May 6, 2026 · SEC filing

Reported sold: $1.7B
Investors reported: 25
Minimum accepted: $5M
First sale: Oct 1, 2012

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors28 → 25

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
May 6, 2026	Amendment	$1,696,091,772	$0vs May 6, 2025	25	SEC filing
May 6, 2025	Amendment	$1,696,091,772	$137,505,520vs Apr 12, 2024	28	SEC filing
Apr 12, 2024	Amendment	$1,558,586,252	$116,283,811vs Apr 28, 2023	28	SEC filing
Apr 28, 2023	Amendment	$1,442,302,441	$321,048,316vs May 3, 2022	28	SEC filing
May 3, 2022	Amendment	$1,121,254,125	$293,412,022vs Apr 30, 2021	28	SEC filing
Apr 30, 2021	Amendment	$827,842,103	$151,899,722vs Apr 30, 2020	25	SEC filing
Apr 30, 2020	Amendment	$675,942,381	$176,657,929vs Apr 30, 2019	25	SEC filing
Apr 30, 2019	Amendment	$499,284,452	$97,538,047vs Apr 27, 2018	23	SEC filing
Apr 27, 2018	Amendment	$401,746,405	$81,373,450vs Apr 22, 2016	22	SEC filing
Apr 22, 2016	Amendment	$320,372,955	$116,761,739vs Apr 28, 2015	14	SEC filing
Apr 28, 2015	Amendment	$203,611,216	$123,623,548vs Apr 28, 2014	10	SEC filing
Apr 28, 2014	Amendment	$79,987,668	$38,033,775vs Apr 10, 2013	4	SEC filing
Apr 10, 2013	Initial	$41,953,893	No comparison	1	SEC filing

Offering details

Securities: Pooled investment fund, Other
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-194811

Issued in Series

Source: Form D, filed May 6, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

Each card uses that adviser's latest imported filing. Filing dates can differ; these disclosures do not confirm a current relationship.

Matched by reported Form D file number

WILSHIRE SOLUTIONS TRUST-CLIMATE TRANSITION FUND

Investment adviser: WILSHIRE ADVISORS LLC

Gross asset value: $222M
Beneficial owners: 5
ADV minimum commitment: $5M

Reported in Form ADV on Jul 1, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor KPMG LLP LOS ANGELES, California, United States Other funds reporting this name →

Custodian BNY MELLON TRUST OF DELAWARE EVERETT, Massachusetts, United States Related to adviser: No Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

KPMG LLP
PCAOB 185

BNY MELLON TRUST OF DELAWARE
LEI 549300UDYBJ7YTTMJP92

Fund asset history · 5 annual observations

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Fiscal year	Gross assets	Beneficial owners	ADV filed
2021	$252,857,620	14	Mar 31, 2022
2022	$204,435,153	14	Mar 31, 2023
2023	$223,398,239	5	Mar 30, 2024
2024	$196,259,723	5	Mar 31, 2025
2025	$221,831,000	5	Apr 30, 2026

Filing source

Form ADV 2117025 · Jul 1, 2026 · Schedule D 7.B.(1), fund 805-8777977947

Reported by WILSHIRE ADVISORS LLC (CRD 6210).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Matched by reported Form D file number

WILSHIRE SOLUTIONS TRUST-CORE FIXED INCOME FUND

Investment adviser: WILSHIRE ADVISORS LLC

Gross asset value: $196M
Beneficial owners: 11
ADV minimum commitment: $5M

Reported in Form ADV on Jul 1, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor KPMG LLP LOS ANGELES, California, United States Other funds reporting this name →

Custodian BNY MELLON TRUST OF DELAWARE EVERETT, Massachusetts, United States Related to adviser: No Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

KPMG LLP
PCAOB 185

BNY MELLON TRUST OF DELAWARE
LEI 549300UDYBJ7YTTMJP92

Fund asset history · 5 annual observations

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Fiscal year	Gross assets	Beneficial owners	ADV filed
2021	$193,793,327	24	Mar 31, 2022
2022	$154,846,651	24	Mar 31, 2023
2023	$193,871,855	11	Mar 30, 2024
2024	$243,199,327	11	Mar 31, 2025
2025	$196,224,000	11	Apr 30, 2026

Filing source

Form ADV 2117025 · Jul 1, 2026 · Schedule D 7.B.(1), fund 805-3892729353

Reported by WILSHIRE ADVISORS LLC (CRD 6210).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Matched by reported Form D file number

WILSHIRE SOLUTIONS TRUST - DIVERSIFIED CREDIT FUND

Investment adviser: WILSHIRE ADVISORS LLC

Gross asset value: $150M
Beneficial owners: 13
ADV minimum commitment: $5M

Reported in Form ADV on Jul 1, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor KPMG LLP LOS ANGELES, California, United States Other funds reporting this name →

Custodian BNY MELLON TRUST OF DELAWARE EVERETT, Massachusetts, United States Related to adviser: No Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

KPMG LLP
PCAOB 185

BNY MELLON TRUST OF DELAWARE
LEI 549300UDYBJ7YTTMJP92

Fund asset history · 5 annual observations

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Fiscal year	Gross assets	Beneficial owners	ADV filed
2021	$121,650,857	26	Mar 31, 2022
2022	$95,376,188	26	Mar 31, 2023
2023	$113,108,190	13	Mar 30, 2024
2024	$145,361,385	13	Mar 31, 2025
2025	$150,158,000	13	Apr 30, 2026

Filing source

Form ADV 2117025 · Jul 1, 2026 · Schedule D 7.B.(1), fund 805-4636639478

Reported by WILSHIRE ADVISORS LLC (CRD 6210).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Matched by reported Form D file number

WILSHIRE SOLUTIONS TRUST-NON US EQUITY FUND

Investment adviser: WILSHIRE ADVISORS LLC

Gross asset value: $82.4M
Beneficial owners: 9
ADV minimum commitment: $5M

Reported in Form ADV on Jul 1, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor KPMG LLP LOS ANGELES, California, United States Other funds reporting this name →

Custodian BNY MELLON TRUST OF DELAWARE EVERETT, Massachusetts, United States Related to adviser: No Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

KPMG LLP
PCAOB 185

BNY MELLON TRUST OF DELAWARE
LEI 549300UDYBJ7YTTMJP92

Fund asset history · 5 annual observations

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Fiscal year	Gross assets	Beneficial owners	ADV filed
2021	$79,886,140	21	Mar 31, 2022
2022	$65,534,215	21	Mar 31, 2023
2023	$72,392,124	9	Mar 30, 2024
2024	$80,733,522	9	Mar 31, 2025
2025	$82,380,000	9	Apr 30, 2026

Filing source

Form ADV 2117025 · Jul 1, 2026 · Schedule D 7.B.(1), fund 805-7177273142

Reported by WILSHIRE ADVISORS LLC (CRD 6210).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Matched by reported Form D file number

WILSHIRE SOLUTIONS TRUST-REAL ASSETS FUND

Investment adviser: WILSHIRE ADVISORS LLC

Gross asset value: $220M
Beneficial owners: 10
ADV minimum commitment: $5M

Reported in Form ADV on Jul 1, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor KPMG LLP LOS ANGELES, California, United States Other funds reporting this name →

Custodian BNY MELLON TRUST OF DELAWARE EVERETT, Massachusetts, United States Related to adviser: No Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

KPMG LLP
PCAOB 185

BNY MELLON TRUST OF DELAWARE
LEI 549300UDYBJ7YTTMJP92

Fund asset history · 5 annual observations

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Fiscal year	Gross assets	Beneficial owners	ADV filed
2021	$65,723,864	22	Mar 31, 2022
2022	$87,357,171	22	Mar 31, 2023
2023	$95,645,208	10	Mar 30, 2024
2024	$104,642,794	10	Mar 31, 2025
2025	$220,019,000	10	Apr 30, 2026

Filing source

Form ADV 2117025 · Jul 1, 2026 · Schedule D 7.B.(1), fund 805-6396587282

Reported by WILSHIRE ADVISORS LLC (CRD 6210).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Matched by reported Form D file number

WILSHIRE SOLUTIONS TRUST-US EQUITY FUND

Investment adviser: WILSHIRE ADVISORS LLC

Gross asset value: $147M
Beneficial owners: 9
ADV minimum commitment: $5M

Reported in Form ADV on Jul 1, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor KPMG LLP LOS ANGELES, California, United States Other funds reporting this name →

Custodian BNY MELLON TRUST OF DELAWARE EVERETT, Massachusetts, United States Related to adviser: No Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

KPMG LLP
PCAOB 185

BNY MELLON TRUST OF DELAWARE
LEI 549300UDYBJ7YTTMJP92

Fund asset history · 5 annual observations

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Fiscal year	Gross assets	Beneficial owners	ADV filed
2021	$121,542,709	21	Mar 31, 2022
2022	$101,560,302	21	Mar 31, 2023
2023	$118,246,412	9	Mar 30, 2024
2024	$133,506,181	9	Mar 31, 2025
2025	$146,795,000	9	Apr 30, 2026

Filing source

Form ADV 2117025 · Jul 1, 2026 · Schedule D 7.B.(1), fund 805-3096615514

Reported by WILSHIRE ADVISORS LLC (CRD 6210).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Julia Bonafede	Executive
Andrew Junkin	Executive
Jason Schwarz	Executive
N/A Wilshire Advisors Llc	Executive
N/A Wilshire Associates Incorporated	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

1299 Ocean Avenue Suite 600
Santa Monica, CA, 90401
Phone: (310) 451-3051