# Portfolio overlap — WIOPX vs JIPAX Comparing **Wilshire Income Opportunities Fund** (2026-03-31) and **Strategic Income Opportunities Fund** (2026-02-28). - Shared positions: 360 - Wilshire Income Opportunities Fund covered by Strategic Income Opportunities Fund: 0.3386162693333283278425286748 - Strategic Income Opportunities Fund covered by Wilshire Income Opportunities Fund: 0.3386162693333283278425286748 ## Wilshire Income Opportunities Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | Voya VACS Series HYB Fund | 0.026841 | | | US TREASURY N/B | 0.017781 | | | UMBS, 30 Year | 0.015794 | | | US TREASURY N/B | 0.012544 | | | Voya VACS Series EMHCD Fund | 0.011746 | | | FR SD8342 | 0.008951 | | | US ULTRA BOND CBT Sep25 | 0.008771 | | | Government National Mortgage Association | 0.007244 | | | Progress Residential 2021-SFR3 | 0.006437 | | | UMBS, 30 Year | 0.006087 | | | Verus Securitization Trust, Series 2025-R2, Class M1 | 0.005863 | | | Fannie Mae REMICS | 0.005215 | | | US TREASURY N/B | 0.004952 | ✓ | | Angel Oak Mortgage Trust, Series 2025-6, Class M1A | 0.004755 | | | BCRR 2016-FRR3 Trust | 0.004668 | | | Government National Mortgage Association | 0.004640 | | | U.S. Treasury Notes | 0.004246 | | | PR Mortgage Loan Trust 2014-1 | 0.004188 | | | PMTT4 | 0.004175 | | | STACR 2021-HQA4 B1 12/41 | 0.004171 | | | T/L 1011778 B.C. UNLIMITED LIABILITY COMPANY REGD 0.00000000 | 0.004092 | ✓ | | Progress Residential Trust | 0.004085 | | | First Republic Mortgage Trust 2020-1 | 0.003771 | | | Fannie Mae REMICS | 0.003584 | | | US TREASURY N/B | 0.003531 | ✓ | | Fannie Mae REMICS | 0.003410 | | | REPUBLIC OF POLAND GOVERNMENT BONDS 10/35 5 | 0.003404 | | | AMSR 2021-SFR3 Trust | 0.003196 | | | JAPAN GOVERNMENT TWO YEAR BOND BONDS 12/26 0.6 | 0.003107 | ✓ | | PERU GOVERNMENT BOND SR UNSECURED 08/40 5.35 | 0.003083 | | | AES V7.6 01/15/55 | 0.003074 | ✓ | | HTL Commercial Mortgage Trust, Series 2024-T53, Class A | 0.002959 | | | Storm King Park CLO Ltd., Series 2022-1A, Class AR | 0.002937 | | | Empower CLO 2024-2 Ltd | 0.002937 | | | ABS | 0.002934 | | | Verus Securitization Trust, Series 2025-12, Class M1 | 0.002915 | | | BRAZIL NOTAS DO TESOURO NACION NOTES 01/29 10 | 0.002909 | ✓ | | Columbia Cent CLO 27 Ltd | 0.002903 | | | US TREASURY N/B | 0.002889 | | | Neuberger Berman Loan Advisers CLO 44 Ltd., Series 2021-44A, Class DR | 0.002889 | | | NEW ZEALAND GOVERNMENT BOND UNSECURED 05/34 4.25 | 0.002873 | ✓ | | FNMA, Series 2019-83, Class QS | 0.002814 | | | NextEra Energy Inc | 0.002788 | | | CENOVUS ENERGY | 0.002766 | ✓ | | Hungary Government Bond | 0.002737 | | | FREEPORT-MC C&G | 0.002667 | ✓ | | BRAZIL NOTAS DO TESOURO NACION NOTES 01/27 10 | 0.002635 | ✓ | | US TREASURY N/B | 0.002525 | | | Katayma CLO II Ltd | 0.002511 | | | FANNIE MAE POOL FN 04/54 FIXED 5.5 | 0.002399 | ✓ | ## Strategic Income Opportunities Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | JH COLLATERAL | 0.035831 | | | US TREASURY N/B | 0.013324 | ✓ | | BRAZIL NOTAS DO TESOURO NACION NOTES 01/27 10 | 0.012168 | ✓ | | AES V7.6 01/15/55 | 0.009315 | ✓ | | NEW ZEALAND GOVERNMENT BOND UNSECURED 05/34 4.25 | 0.008508 | ✓ | | JAPAN GOVERNMENT TWO YEAR BOND BONDS 12/26 0.6 | 0.007988 | ✓ | | FANNIE MAE POOL FN 04/54 FIXED 5.5 | 0.007968 | ✓ | | CZECH REPUBLIC GOVERNMENT BOND SR UNSECURED 11/32 4.5 | 0.007740 | ✓ | | FREEPORT-MC C&G | 0.007395 | ✓ | | American International Group Inc | 0.007294 | | | CENOVUS ENERGY | 0.007101 | ✓ | | NEW ZEALAND GOVERNMENT BOND UNSECURED REGS 04/33 3.5 | 0.006889 | ✓ | | NEXTERA ENERGY INC PREFERRED STOCK 11/27 7.234 | 0.006668 | | | UBS V7 PERP 144 | 0.006600 | ✓ | | US TREASURY N/B | 0.006454 | ✓ | | Bank of Montreal | 0.006255 | ✓ | | T/L GREAT OUTDOORS GROUP LLC REGD 0.00000000 | 0.006191 | ✓ | | STANLEY BLACK | 0.006089 | ✓ | | QXO INC PREFERRED STOCK 05/28 5.5 | 0.005591 | ✓ | | Quikrete Term Loan B-3 (Incremental) 225 2032-01-23 | 0.005565 | ✓ | | First Citizens BancShares, Inc., Series D | 0.005448 | ✓ | | Citizens Financial Group, Inc., Series I, Pfd. | 0.005441 | ✓ | | T/L OPAL US LLC 0.00000000 | 0.005340 | | | NBN CO LTD SR UNSECURED REGS 08/31 5 | 0.005334 | ✓ | | US TREASURY N/B | 0.005328 | ✓ | | NORWAY GOVERNMENT BOND SR UNSECURED 144A REGS 05/32 2 | 0.005313 | ✓ | | YUM! BRANDS INC SR UNSECURED 03/31 3.625 | 0.005140 | ✓ | | PHILIPPINE GOVERNMENT BOND SR UNSECURED 05/29 6.5 | 0.004980 | ✓ | | PHILIPPINE GOVERNMENT BOND BONDS 07/30 6.375 | 0.004944 | ✓ | | Mozart Debt Merger Sub Inc. (Medline Industries), Term Loan | 0.004936 | ✓ | | HUNTINGTON BANCSHARES JR SUBORDINA 12/99 VAR | 0.004889 | ✓ | | WSBC 7 3/8 PERP | 0.004857 | ✓ | | Fifth Third Bancorp DEPOSITARY SHARES REPRESENTING A 1/40TH OWNERSHIP INTEREST IN A SHARE OF 6.875% FIXED-RATE RESET NON-CUMULATIVE PERPETUAL PREFERRE | 0.004842 | ✓ | | INDONESIA TREASURY BOND BONDS 04/32 6.375 | 0.004759 | ✓ | | RY V6.5 05/24/86 | 0.004731 | ✓ | | CORPBOND | 0.004677 | ✓ | | First Citizens BancShares, Inc. Series E | 0.004587 | ✓ | | Sirius XM Radio LLC | 0.004556 | ✓ | | INDIA GOVERNMENT BOND SR UNSECURED 04/29 7.1 | 0.004456 | | | CONTINENTAL RESOURCES REGD 144A P/P 2.87500000 | 0.004453 | ✓ | | Cleveland-Cliffs Inc. | 0.004410 | ✓ | | ROYAL BANK OF CANADA JR SUBORDINA 12/99 VAR | 0.004409 | ✓ | | BNS 6 7/8 10/27/2085 | 0.004364 | ✓ | | NRG TERM B 1LN 04/16/2031 | 0.004356 | ✓ | | Oracle Corp., Series D | 0.004333 | ✓ | | CNP 3 08/01/28 | 0.004315 | ✓ | | CoreWeave, Inc. | 0.004313 | ✓ | | NEW SOUTH WALES TREASURY CORP LOCAL GOVT G REGS 09/35 4.75 | 0.004312 | ✓ | | Panther BF Aggregator 2 L.P. (Power Solutions, Clarios POWSOL), Term Loan B | 0.004292 | ✓ | | TransDigm, Inc. | 0.004235 | ✓ | ## Sources - N-PORT (fund A) — accession `0000894189-26-016490` (as of 2026-03-31) - N-PORT (fund B) — accession `0001193125-26-184517` (as of 2026-02-28) --- _Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._ _Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._ _Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See _