2024 Updated List Of All Wilshire 5000 Stocks | Daily Data Updates (2024)

Updated on February 14th, 2024 by Bob Ciura

Spreadsheet data updated daily

The Wilshire 5000 Total Market Index, or simply the Wilshire 5000 Index, is a market-capitalization-weighted index of all equities that are actively traded in the United States. Because of its depth and breadth, the Wilshire 5000 Index is an excellent place to look for investment opportunities.

With this in mind, we created a free Excel spreadsheet of all Wilshire 5000 stocks.

You can download your list of Wilshire 5000 stocks (along with relevant financial metrics that matter such as dividend yields and price-to-earnings ratios) by clicking on the link below:

Note:Our Wilshire 5000 Stocks List is based on the holdings of the iShares Core S&P Total U.S. Stock Market ETF, which passively tracks the Wilshire 5000 Index.

The Wilshire 5000 Stocks List availablefor download above contains the following information for every stock in the index:

  • Price
  • Dividend Yield
  • Market Capitalization
  • Price-to-Earnings Ratio

Keep reading this article to learn about how to use the Wilshire 5000 stocks list to find investment ideas. We’ll also share other useful resources for self-directed investors.

How To Use The Wilshire 5000 Stocks List To Find Investment Ideas

The volume of stocks contained within the Wilshire 5000 makes the database available in this article a very useful tool to find investment ideas.

This resource becomeseven more powerful when combined with a working knowledge of Microsoft Excel.

With that in mind, this tutorial will show you how to implement two useful investing screens to the stocks within the Wilshire 5000 list.

The first screen we’ll apply will be appealing to value investors – it searches for stocks with price-to-earnings ratios below 10 and market capitalizations below $1 billion.

Screen 1: Price-to-Earnings Ratios Below 10 and Market Capitalizations Below $1 Billion

Step 1: Download the Wilshire 5000 stocks list by clicking here.

Step 2: Click on the filter icon at the top of the price-to-earnings ratio column, as shown below.

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Step 3: Change the filter setting to “Less Than” and input 10 into the field beside it, as shown below. This will filter for stocks within the Wilshire 5000 stocks list with price-to-earnings ratios below 10.

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Step 4: Close out of the filter window (by clicking the exit button,not by clicking the “Clear Filter” button in the bottom right corner). Then, click on the filter icon at the top of the market capitalization column, as shown below.

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Step 5: Change the filter setting to “Less Than” and input 1000 into the field beside it, as shown below. Since the spreadsheet measures market capitalization in millions of dollars, filtering for stocks with capitalizations below “$1000 million” is equivalent to screening for securities whose market capitalizations are below $1 billion.

2024 Updated List Of All Wilshire 5000 Stocks | Daily Data Updates (5)

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

The next screen that we’ll demonstrate will be more appealing to conservative, income-oriented investors: it’s for identifying members of the Wilshire 5000 index with dividend yields above 4% and 5-year betas below 0.6

Screen 2: Dividend Yields Above 4% and Betas Below 0.6

Step 1: Download the Wilshire 5000 stocks list by clicking here.

Step 2: Click on the filter icon at the top of the dividend yield column, as shown below.

2024 Updated List Of All Wilshire 5000 Stocks | Daily Data Updates (6)

Step 3: Change the filter setting to “Greater Than” and input 0.04 into the field beside it, as shown below. This will filter for constituents of the Wilshire 5000 Index with dividend yields above 4%.

2024 Updated List Of All Wilshire 5000 Stocks | Daily Data Updates (7)

Step 4: Close out of the filter window (by clicking the exit button,notby clicking the “Clear Filter” button in the bottom right corner). Then, click the filter icon at the top of the Beta column, as shown below.

2024 Updated List Of All Wilshire 5000 Stocks | Daily Data Updates (8)

Step 5: Change the filter setting to “Less Than” and input 0.6 into the field beside it, as shown below. This will filter for stocks within the Wilshire 5000 Index with 5-year betas below 0.6.

2024 Updated List Of All Wilshire 5000 Stocks | Daily Data Updates (9)

The remaining stocks within this spreadsheet are members of the Wilshire 5000 Index with dividend yields above 4% and 5-year betas below 0.6. These stocks would be suitable for conservative, volatility-averse investors with need for income generation from their investment portfolio.

You now have a solid fundamental understanding of how to use the Wilshire 5000 Stocks List to find investment ideas.

The remainder of this article will describe other useful investing resources that you can use to enhance your due diligence.

Final Thoughts: More Excel-Based Investing Resources

The Wilshire 5000 Index is often referred to as the “total stock market” index because it contains virtually all publicly-traded stocks within the United States. Because of its breadth, however, this index is sometimes not the best resource to use.

You may also be looking for domestic stocks within a particular sector of the stock market.

If that is the case, you will benefit from knowing about the following Sure Dividend Excel databases:

  • The Complete List of Industrial Stocks
  • The Complete List of Materials Stocks
  • The Complete List of Consumer Discretionary Stocks
  • The Complete List of Consumer Staples Stocks
  • The Complete List of Energy Stocks
  • The Complete List of Financial Stocks
  • The Complete List of Healthcare Stocks
  • The Complete List of Telecommunications Stocks
  • The Complete List of Technology Stocks
  • The Complete List of Utility Stocks

At Sure Dividend, we often advocate for investing in companies with a high probability of increasing their dividends each and every year.

If that strategy appeals to you, it may be useful to browse through the following databases of dividend growth stocks:

  • The Dividend Aristocrats List: dividend stocks with 25+ years of consecutive dividend increases
  • The Dividend Kings List: dividend stocks with 50+ years of consecutive dividend increases

Lastly, Sure Dividend also maintains other databases that classify stocks based on their dividend yields, dividend schedules, corporate histories, and legal structures. The following databases are examples of these:

  • The Best High Dividend Stocks: Stocks with 5%+ dividend yields
  • The Monthly Dividend Stocks List: Securities that pay dividends every month

Thanks for reading this article. Please send any feedback, corrections, or questions to support@suredividend.com.

2024 Updated List Of All Wilshire 5000 Stocks | Daily Data Updates (2024)

FAQs

How many stocks are in the Wilshire 5000? ›

The Wilshire 5000 Total Market Index, or more simply the Wilshire 5000, is a market-capitalization-weighted index of the market value of all American stocks actively traded in the United States. As of December 31, 2023, the index contained 3,403 components.

What has happened to the Wilshire 5000? ›

Understanding the FT Wilshire 5000 Index (FTW5000)

Named for the nearly 5,000 stocks it contained at launch, the Wilshire 5000 grew to a high count of over 7,500 in 1998. Since then, the roster has fallen to the current level of 3,687 (as of Dec. 31, 2021).

What is the symbol for Wilshire 5000? ›

W5000 | FT Wilshire 5000 Full Cap Index Overview | MarketWatch.

When did the Wilshire 5000 start? ›

Launched in 1974, the Wilshire 5000 Index was the oldest broad-based US index covering the whole of the US investable market.

What companies are in the Wilshire 5000? ›

Top 10 Holdings
CompanySymbolTotal Net Assets
Apple Inc.AAPL6.14%
NVIDIA Corp.NVDA3.12%
Amazon.com Inc.AMZN2.99%
Meta Platforms Inc.META1.86%
6 more rows

What is the difference between Wilshire 5000 and sp500? ›

Wilshire 5000 is a Total Stock Market index that includes all of the S&P 500 stocks AND 4500 other stocks from companies of all sizes (large, mid, small and micro). S&P 500 is exclusively a large-cap index.

What is the total value of Wilshire 5000? ›

Wilshire 5000 Market Cap is at a current level of 51.40T, up from 51.23T the previous market day and up from 41.94T one year ago. This is a change of 0.34% from the previous market day and 22.56% from one year ago.

What is the difference between the Wilshire 5000 and the Nasdaq 100? ›

The Nasdaq 100 measures just 100 companies traded on the Nasdaq exchange. Unlike the Wilshire 5000, it includes both domestic and international companies, but it doesn't include financial organizations.

What is the performance of Wilshire 5000? ›

Wilshire 5000 Price Index is at a current level of 50563.11, down from 51402.98 the previous market day and up from 41929.43 one year ago. This is a change of -1.63% from the previous market day and 20.59% from one year ago.

What is the Buffett indicator Wilshire? ›

What's happening: Widely known as the “Buffett Indicator,” it measures the size of the US stock market against the size of the economy by taking the total value of all publicly traded companies (measured using the Wilshire 5000 index) and dividing that by the last quarterly estimate for gross domestic product.

What is the average return of the Wilshire 5000 index? ›

Trailing Returns
Total Return %1-DayYTD
Category0.866.72
Index1.037.37
Quartile Rank
Percentile Rank5566
2 more rows

Who owns Wilshire? ›

In January 2021, Wilshire Associates was bought by CC Capital and Motive Partners.

Is the Wilshire 5000 value weighted? ›

The Wilshire 5000 Index is a market capitalization weighted index of approximately 7,000 stocks.

What is the difference between the Russell 3000 and the Wilshire 5000? ›

The difference between the Russell 3000 and the Wilshire 5000 is thousands of companies - but they're so small that taken together they only add up to about two or three percent of the total market (that's the small shaded area left over at the bottom of the Russell diagram).

Can you invest in the Wilshire 5000? ›

Because the Wilshire 5000 is a stock index and not a fund, it cannot be invested in directly. There are, however, plenty of funds that, like the Wilshire, track the performance of almost the entire U.S. stock market. Since total market ETFs are usually passively managed, they tend to have relatively low expense ratios.

How many companies does Wilshire measure? ›

The Wilshire 5000 is so named because, at its inception in 1974, it included around 5,000 stocks. By the end of the 20th century, it grew to include over 7,500 before shrinking back to under 5,000 once again. As of December 31st, 2021, the index included 3,687 stocks.

What is the total value of the Wilshire 5000? ›

Wilshire 5000 Market Cap is at a current level of 51.40T, up from 51.23T the previous market day and up from 41.94T one year ago. This is a change of 0.34% from the previous market day and 22.56% from one year ago.

How many stocks are in the S&P 500? ›

The S&P 500 consists of 500 companies that have issued a total of 503 stocks.

How many stocks make up the Dow Jones industrial average? ›

The Dow Jones Industrial Index tracks 30 large-cap stocks while the S&P 500 tracks the largest 500 stocks in the U.S. market.

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