2023 Updated List Of All Wilshire 5000 Stocks

Up to date on November 14th, 2023 by Bob Ciura

Spreadsheet knowledge up to date each day

The Wilshire 5000 Whole Market Index, or just the Wilshire 5000 Index, is a market-capitalization-weighted index of all equities which are actively traded in the USA. Due to its depth and breadth, the Wilshire 5000 Index is a wonderful place to search for funding alternatives.

With this in thoughts, we created a free Excel spreadsheet of all Wilshire 5000 shares.

You may obtain your record of Wilshire 5000 shares (together with related monetary metrics that matter reminiscent of dividend yields and price-to-earnings ratios) by clicking on the hyperlink under:

Word: Our Wilshire 5000 Shares Record relies on the holdings of the iShares Core S&P Whole U.S. Inventory Market ETF, which passively tracks the Wilshire 5000 Index.

The Wilshire 5000 Shares Record accessible for obtain above incorporates the next info for each inventory within the index:

Value
Dividend Yield
Market Capitalization
Value-to-Earnings Ratio

Preserve studying this text to study how one can use the Wilshire 5000 shares record to seek out funding concepts. We’ll additionally share different helpful assets for self-directed traders.

How To Use The Wilshire 5000 Shares Record To Discover Funding Concepts

The amount of shares contained throughout the Wilshire 5000 makes the database accessible on this article a really great tool to seek out funding concepts.

This useful resource turns into much more highly effective when mixed with a working data of Microsoft Excel.

With that in thoughts, this tutorial will present you how one can implement two helpful investing screens to the shares throughout the Wilshire 5000 record.

The primary display we’ll apply will probably be interesting to worth traders – it searches for shares with price-to-earnings ratios under 10 and market capitalizations under $1 billion.

Display 1: Value-to-Earnings Ratios Beneath 10 and Market Capitalizations Beneath $1 Billion

Step 1: Obtain the Wilshire 5000 shares record by clicking right here.

Step 2: Click on on the filter icon on the prime of the price-to-earnings ratio column, as proven under.

Step 3: Change the filter setting to “Much less Than” and enter 10 into the sector beside it, as proven under. This can filter for shares throughout the Wilshire 5000 shares record with price-to-earnings ratios under 10.

Step 4: Shut out of the filter window (by clicking the exit button, not by clicking the “Clear Filter” button within the backside proper nook). Then, click on on the filter icon on the prime of the market capitalization column, as proven under.

Step 5: Change the filter setting to “Much less Than” and enter 1000 into the sector beside it, as proven under. For the reason that spreadsheet measures market capitalization in hundreds of thousands of {dollars}, filtering for shares with capitalizations under “$1000 million” is equal to screening for securities whose market capitalizations are under $1 billion.

The remaining shares on this spreadsheet are members of the Wilshire 5000 Index with price-to-earnings ratios under 10 and market capitalizations under $1 billion.

The following display that we’ll reveal will probably be extra interesting to conservative, income-oriented traders: it’s for figuring out members of the Wilshire 5000 index with dividend yields above 4% and 5-year betas under 0.6

Display 2: Dividend Yields Above 4% and Betas Beneath 0.6

Step 1: Obtain the Wilshire 5000 shares record by clicking right here.

Step 2: Click on on the filter icon on the prime of the dividend yield column, as proven under.

Step 3: Change the filter setting to “Higher Than” and enter 0.04 into the sector beside it, as proven under. This can filter for constituents of the Wilshire 5000 Index with dividend yields above 4%.

Step 4: Shut out of the filter window (by clicking the exit button, not by clicking the “Clear Filter” button within the backside proper nook). Then, click on the filter icon on the prime of the Beta column, as proven under.

Step 5: Change the filter setting to “Much less Than” and enter 0.6 into the sector beside it, as proven under. This can filter for shares throughout the Wilshire 5000 Index with 5-year betas under 0.6.

The remaining shares inside this spreadsheet are members of the Wilshire 5000 Index with dividend yields above 4% and 5-year betas under 0.6. These shares could be appropriate for conservative, volatility-averse traders with want for earnings era from their funding portfolio.

You now have a stable elementary understanding of how one can use the Wilshire 5000 Shares Record to seek out funding concepts.

The rest of this text will describe different helpful investing assets that you need to use to reinforce your due diligence.

Remaining Ideas: Extra Excel-Primarily based Investing Assets

The Wilshire 5000 Index is also known as the “whole inventory market” index as a result of it incorporates just about all publicly-traded shares inside the USA. Due to its breadth, nonetheless, this index is typically not one of the best useful resource to make use of.

You might also be in search of home shares inside a selected sector of the inventory market.

If that’s the case, you’ll profit from figuring out concerning the following Certain Dividend Excel databases:

At Certain Dividend, we regularly advocate for investing in corporations with a excessive chance of accelerating their dividends every yr.

If that technique appeals to you, it might be helpful to flick through the next databases of dividend development shares:

Lastly, Certain Dividend additionally maintains different databases that classify shares based mostly on their dividend yields, dividend schedules, company histories, and authorized constructions. The next databases are examples of those: