Updated April 23, 2021 by Bob Ciura

The spreadsheet data is updated daily

The Wilshire 5000 Total Market Index, or simply the Wilshire 5000 Index, is a market capitalization weighted index of all stocks 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.

That’s why we’ve created a free Excel spreadsheet of all Wilshire 5000 stocks. You can download your list of Wilshire 5000 stocks (along with relevant financial metrics such as dividend yields and price-to-earnings ratios) by clicking the link below:

Note: Our Wilshire 5000 stock listing is based on the holdings of the iShares Core S&P Total US stock market ETF, which passively tracks the Wilshire 5000 index.

The Wilshire 5000 stock listing available for download above contains the following information for each stock in the index:

  • price
  • Dividend yield
  • Market capitalization
  • Price-performance ratio

Read on to learn how to use the Wilshire 5000 stock list to find investment ideas. We’ll also be sharing other useful resources for self-managed investors.

How to Use the Wilshire 5000 Stock List to Find Investment Ideas

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

This resource will even more powerful in combination with basic knowledge of Microsoft Excel.

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

The first screen we’ll run will appeal to value investors – it looks for stocks with P / E ratios below 10 and market capitalizations below $ 1 billion.

Screen 1: Value for money under 10 and market cap under $ 1 billion

Step 1: Download the Wilshire 5000 stock listing by clicking here.

Step 2: Click the filter icon at the top of the Price / Earnings Ratio column (see below).

Wilshire 5000 Stocks Excel Tutorial 1

Step 3: Change the filter setting to Less Than and enter 10 in the field next to it as shown below. This will filter for stocks in the Wilshire 5000 stock list with price / earnings ratios below 10.

Wilshire 5000 Stocks Excel Tutorial 2

Step 4: Close the filter window (by clicking the “Exit” button). Not by clicking the “Clear Filters” button in the lower right corner). Then click the filter icon in the Market Capitalization column at the top (see screenshot below).

Wilshire 5000 Stocks Excel Tutorial 3

Step 5: Change the filter setting to Less Than and enter 1000 in the field next to it as shown below. Because the table measures market capitalization in millions of dollars, filtering for stocks with a capitalization of less than $ 1,000 million is the same as screening for stocks with a market capitalization of less than $ 1 billion.

Wilshire 5000 Stocks Excel Tutorial 4

The remaining stocks in this table are members of the Wilshire 5000 Index with a value for money of less than 10 and a market capitalization of less than $ 1 billion.

The next screen we’ll show will be more appealing to conservative, income-conscious investors: it’s used to identify 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 stock listing by clicking here.

Step 2: Click the filter icon at the top of the Dividend Yield column (see screenshot below).

Wilshire 5000 Stocks Excel Tutorial 5

Step 3: Change the filter setting to “Greater than” and enter 0.04 in the field next to it as shown below. This will filter for constituents of the Wilshire 5000 Index with dividend yields above 4%.

Wilshire 5000 Stocks Excel Tutorial 6

Step 4: Close the filter window (by clicking the “Exit” button). Not by clicking the “Clear Filters” button in the lower right corner). Then click the filter icon at the top of the Beta column (see screenshot below).

Wilshire 5000 Stocks Excel Tutorial 7

Step 5: Change the filter setting to Less Than and enter 0.6 in the field next to it as shown below. This filters for stocks within the Wilshire 5000 Index with 5-year betas below 0.6.

Wilshire 5000 Stocks Excel Tutorial 8

The remaining stocks in this table 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, anti-volatility investors looking to generate income from their investment portfolio.

You now have a solid basic understanding of how to use the Wilshire 5000 stock list to find investment ideas.

The remainder of this article describes other useful investment resources that you can use to improve your due diligence.

Final thoughts: More Excel-based investment resources

The Wilshire 5000 Index is often referred to as the “Total Stock Market” index because it contains virtually all publicly traded stocks in the United States. However, because of its breadth, this index is sometimes not the best resource.

If you would like to use other domestic stock market indices as a source of investment ideas, the following Sure Dividend databases are helpful:

You may also be looking for domestic stocks in a specific sector of the stock market.

In this case, you can benefit from the following Sure Dividend Excel databases:

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

If this strategy suits you, you may find it helpful to search the following databases of dividend growth stocks:

Finally, Sure Dividend also maintains other databases that classify stocks based on their dividend yields, dividend plans, company histories, and legal structures. The following databases are examples of this:

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



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