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Home : Indexes : Wilshire US Style Indexes : Wilshire 2500 Value

Indexes

Wilshire US Style Indexes : Wilshire 2500 Value Index

The Wilshire 2500 Value IndexSM is a benchmark of the large and small-sized value (based on capitalization) companies in the U.S. equity market. The Wilshire 2500 Value is a float-adjusted, market capitalization-weighted derivative index of the Wilshire 2500 IndexSM and by extension, the Wilshire 5000 Total Market IndexSM. The Wilshire 2500 is the combination of the Wilshire US Large-Cap Value and Wilshire US Small-Cap Value Indexes. The Wilshire 2500 Value was released in 1996.

Summary

  • The value half of the Wilshire 2500 Index (with buffers)
  • Float-adjusted capitalization weighted
  • Rebalanced semi-annually
  • Monthly history from December 31, 1991
  • Daily history from December 31, 1998

                           



                           



                           



                           



                           





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