Wilshire

  • About Us
  • Analytics
  • Funds Management
  • Indexes
  • Investment Consulting
  • Private Markets
  • Solutions

    Wilshire utilizes tested and proven investment theory and practices, enabling us to recommend practical solutions for our clients.

    • Actuarial Services
    • Alternative Asset Solutions
    • Asset Advisory Services
    • Asset Allocation
    • Outsourced CIO (OCIO)
    • Investment Consulting
    • Risk and Performance Analytics Platform
    • Risk Management
    • ESG
  • Research

    Wilshire produces insightful, independent research focused on addressing the investment challenges and opportunities facing our clients.

    • Investment Consulting Research
    • Private Markets Research
    • Compass Portal
    • Analytics Research
    • Research Library
  • Tools

    Wilshire provides innovative investment technology tools to hundreds of institutions, investment managers and plan sponsors worldwide.

    • Index Calculator
    • Wilshire Compass
    • Research Library
    • Compass Portal
Home : Indexes : Wilshire 5000 Family : Wilshire 5000 Total Market

Indexes

Wilshire 5000 Family : Wilshire 5000 Total Market Index

The Wilshire 5000 Total Market IndexSM is widely accepted as the definitive benchmark for the U.S. equity market, and measures performance of all U.S. equity securities with readily available price data. Named for the nearly 5,000 stocks it contained at launch, it then grew to a high count of 7,562 on July 31, 1998. Since then, the count fell steadily to 3,776 as of December 31, 2013, where it has then bounced back to 3,818 as of September 30, 2014. The last time the Wilshire 5000 actually contained 5,000 or more companies was December 29, 2005.

The Wilshire 5000 base is its December 31, 1980 capitalization of $1,404.596 billion; therefore, the index can serve as an excellent approximation of dollar changes in the U.S. equity market in billions of dollars. For example, index values of 2157.146 on December 30, 1985 and 2164.690 on December 31, 1985 represent an approximate increase of $7.5 billion. Over time, the index and market value track away from this near one-to-one billion relationship because of additions and deletions to where the relationship as of December 2013 is a single point in the Wilshire 5000 represents about $1.15 billion in index market value. Barron’s was first to publish the Wilshire 5000 Index on January 13, 1975. Now, the Wilshire 5000 is updated every second as part of the NYSE GIF feed.

Summary

  • All U.S. headquartered equities with readily available prices
  • Capitalization weighted, float-adjusted capitalization weighted and equal weighted
  • Rebalanced monthly
  • Monthly history from December 31, 1970
  • Daily history from November 30, 1979
  • Suggested exchange ticker: W5000

Fact Sheet


Download PDF » pdf-icon

Methodology


Download PDF » pdf-icon

Research


Download PDF » pdf-icon

Membership 


Download PDF » pdf-icon

Characteristics


Download PDF » pdf-icon





  • Wilshire 5000 Family
    • Wilshire 5000 Total Market
    • Wilshire 4500 Completion
  • Wilshire US Style Indexes
    • Wilshire US Large-Cap
    • Wilshire US Large-Cap Growth
    • Wilshire US Large-Cap Value
    • Wilshire US Mid-Cap
    • Wilshire US Mid-Cap Growth
    • Wilshire US Mid-Cap Value
    • Wilshire US Small-Cap
    • Wilshire US Small-Cap Growth
    • Wilshire US Small-Cap Value
    • Wilshire US Micro-Cap
    • Wilshire 2500
    • Wilshire 2500 Growth
    • Wilshire 2500 Value
  • Wilshire Bond Index Family
    • Wilshire Bond Index
    • Wilshire TIPS Index
  • Wilshire Risk Parity Family
    • Wilshire Risk Parity Index - 10% Target Volatility
    • Wilshire Risk Parity Index - 12% Target Volatility
    • Wilshire Risk Parity Index - 15% Target Volatility
  • Wilshire Real Estate Family
    • Wilshire US RESI
    • Wilshire US REIT
    • Wilshire US REOC
    • Wilshire exUS RESI
    • Wilshire exUS REIT
    • Wilshire Global RESI
    • Wilshire Global REIT
  • Wilshire Liquid Alternative Family
    • Wilshire Liquid Alternative Index
    • Wilshire Liquid Alternative Equity Hedge Index
    • Wilshire Liquid Alternative Event Driven Index
    • Wilshire Liquid Alternative Global Macro Index
    • Wilshire Liquid Alternative Multi-Strategy Index
    • Wilshire Liquid Alternative Relative Value Index
    • Wilshire Focused Liquid Alternative Index
  • Wilshire TargetIncome Family
    • Wilshire TargetIncome 5% Plus Index
    • Wilshire TargetIncome 10-Year Treasury +2% Plus Index
  • Wilshire Business Development Company Index
  • Wilshire Large Cap Optimized Diversification Index
  • Wilshire Index Calculator
  • Powered by Wilshire
    • ABR Crisis Alpha Index
    • ABR Dynamic Blend Equity and Volatility Index
    • ABR Dynamic Blend Treasury and Equity Index
    • ABR Enhanced Short Volatility Index
    • ABR Dynamic Weight Index
    • ABR Multi-Asset Portfolio (ABR MAP) Index
    • Adelante CORE Property Securities Index
    • Adelante NEXTGen Property Securities Index
    • Veterans Select Index
    • VETS Employers Index
    • Nuveen/Wilshire Pension Investment Family
      • Nuveen Wilshire Intermediate (5-10) Corporate Bond Index
      • Nuveen Wilshire Long (10-20) Corporate Bond Index
      • Nuveen Wilshire Long (20-30) Corporate Bond Index
      • Nuveen Wilshire Ultra Long 20+ STRIPS Index
    • Sage ESG Intermediate Credit Index
    • Victory US Large Cap 500 Index
    • Index Calculator
  • Wilshire US Large-Cap Equal Weight
  •  Index Calculator
  • Wilshire Mutual Funds
  • Careers
  • ESG Policy
  • Online Privacy Policy
  • Wilshire 5000
  • Wilshire
  • Wilshire Advisor Solutions
  • Wilshire Consulting
  • COPYRIGHT 2021 BY WILSHIRE ADVISORS, LLC
  • Santa Monica
  • New Jersey
  • Pittsburgh
  • Chicago
  • Denver
  • London
  • Singapore
  • Wilshire Associates Europe B.V.
  • Hong Kong Limited
  • Suzhou Wilshire Investment Services Co., Ltd.
  • Santa Monica
  • New Jersey
  • Pittsburgh
  • Chicago
  • Denver
  • London
  • Singapore
  • Wilshire Associates Europe B.V.
  • Hong Kong Limited
  • Suzhou Wilshire Investment Services Co., Ltd.