Wilshire International Equity Fund

Shareclass
Wilshire International Equity Invmt (WLCTX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Wilshire International Equity Fund

FUND COVERAGE
# of holdings360
% of assets48%
Score
55 / 100
Rank

40.0 percentile

Group: International Equity

Rank: #658 out of 1,095

Grade
C

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

25 / 40

Gender Equality: Equal Compensation and Work Life Balance

12 / 30

Gender Equality: Policies Promoting Gender Equality

17 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Allianz SE
         % of fund invested: 0.01%
         $USD invested: $26,902
  • 2. AstraZeneca PLC
         % of fund invested: 0.49%
         $USD invested: $1.31M
  • 3. Qantas Airways Ltd
         % of fund invested: 0.08%
         $USD invested: $206,487
  • 4. Aena SME SA
         % of fund invested: 0.01%
         $USD invested: $27,399
  • 5. GSK PLC
         % of fund invested: 0.38%
         $USD invested: $1.03M
  • 6. NatWest Group PLC
         % of fund invested: 0.1%
         $USD invested: $265,300
  • 7. Sanofi SA
         % of fund invested: 0.32%
         $USD invested: $848,357
  • 8. Iberdrola SA
         % of fund invested: 0.14%
         $USD invested: $381,638
  • 9. Helia Group Ltd
         % of fund invested: <0.01%
         $USD invested: $25,605
  • 10. UCB SA
         % of fund invested: 0.23%
         $USD invested: $615,590
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Shopify Inc Registered Shs -A- Subord Vtg
         % of fund invested: 0.21%
         $USD invested: $549,696
  • 2. Yangzijiang Shipbuilding (Holdings) Ltd
         % of fund invested: 0.14%
         $USD invested: $370,775
  • 3. Konami Group Corp
         % of fund invested: 0.18%
         $USD invested: $476,170
  • 4. Daito Trust Construction Co Ltd
         % of fund invested: 0.06%
         $USD invested: $164,502
  • 5. Hokuhoku Financial Group Inc
         % of fund invested: 0.02%
         $USD invested: $44,647
  • 6. Canadian Natural Resources Ltd
         % of fund invested: 0.31%
         $USD invested: $820,230
  • 7. BayCurrent Inc
         % of fund invested: 0.02%
         $USD invested: $58,715
  • 8. Hudbay Minerals Inc
         % of fund invested: 0.04%
         $USD invested: $96,759
  • 9. Coupang Inc Ordinary Shares - Class A
         % of fund invested: 0.51%
         $USD invested: $1.36M
  • 10. Deme Group NV
         % of fund invested: 0.07%
         $USD invested: $185,582

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Wilshire International Equity Fund

Totals

Holdings
Assets
Weight
Prisons
3
$1.7M
0.63%
     Prisons high risk
1
$25,340
<0.01%
     Private prisons
1
$25,340
<0.01%
Borders
3
$1.78M
0.67%
     Borders high risk
1
$239,142
0.09%
Total
5
$1.98M
0.74%
Full fund results

Holdings — 5 flagged holdings

1.
HSBC Holdings PLC
Prisons
Borders
$1.5M
0.56%
Prisons
Borders :
$1.5M
0.56%
2.
Airbus SE
Borders
$239,142
0.09%
Borders :
$239,142
0.09%
3.
Fairfax Financial Holdings Ltd Shs Subord.Vtg
Prisons
$174,952
0.07%
Prisons
$174,952
0.07%
4.
Thales
Borders
$43,560
0.02%
Borders :
$43,560
0.02%
5.
MITIE Group PLC
Prisons
$25,340
<0.01%
Prisons
$25,340
<0.01%
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