WJ Interests
Latest statistics and disclosures from WJ Interests's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NTSX, VT, NTSI, ROMO, AVEM, and represent 78.94% of WJ Interests's stock portfolio.
- Added to shares of these 8 stocks: AVUV (+$8.8M), NTSX (+$7.6M), NTSI, VT, AVEM, ROMO, TYA, AVLV.
- Started 1 new stock positions in AVUV.
- Reduced shares in these 10 stocks: TOTL, NEAR, STEL, SYY, MINT, , BNL, WMT, , .
- Sold out of its positions in T, ADX, AMRN, AMZN, AAPL, BAC, BSM, BA, BMY, BNL.
- WJ Interests was a net buyer of stock by $17M.
- WJ Interests has $145M in assets under management (AUM), dropping by 20.01%.
- Central Index Key (CIK): 0001727642
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Portfolio Holdings for WJ Interests
WJ Interests holds 10 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Wisdomtree Tr Us Efficient Cor (NTSX) | 21.5 | $31M | +32% | 885k | 35.06 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 19.2 | $28M | +15% | 301k | 92.31 |
|
| Wisdomtree Tr Internationl Efi (NTSI) | 16.7 | $24M | +22% | 695k | 34.66 |
|
| Strategy Newfound Reslv (ROMO) | 12.8 | $19M | +5% | 735k | 25.26 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 8.8 | $13M | +8% | 238k | 53.33 |
|
| Simplify Exchange Traded Fun Intmd Term Trsry (TYA) | 7.8 | $11M | +7% | 688k | 16.44 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 6.1 | $8.8M | NEW | 119k | 74.02 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 5.7 | $8.2M | +6% | 159k | 51.53 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 1.3 | $1.8M | -21% | 19k | 99.11 |
|
| Microsoft Corporation (MSFT) | 0.2 | $310k | -3% | 1.1k | 282.83 |
|
Past Filings by WJ Interests
SEC 13F filings are viewable for WJ Interests going back to 2022
- WJ Interests 2023 Q1 filed April 13, 2023
- WJ Interests 2022 Q4 filed Jan. 19, 2023
- WJ Interests 2022 Q3 filed Oct. 20, 2022
- WJ Interests 2022 Q2 filed Aug. 15, 2022