WJ Interests
Latest statistics and disclosures from WJ Interests's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NTSX, VT, RSSB, NTSI, AVEM, and represent 71.87% of WJ Interests's stock portfolio.
- Added to shares of these 6 stocks: RSSB (+$20M), TUA (+$5.2M), NTSX, NTSI, AVEM, AVLV.
- Reduced shares in these 5 stocks: ROMO, TYA, MINT, VT, AVUV.
- WJ Interests was a net buyer of stock by $22M.
- WJ Interests has $190M in assets under management (AUM), dropping by 19.53%.
- Central Index Key (CIK): 0001727642
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Positions held by WJ Interests consolidated in one spreadsheet with up to 7 years of data
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WJ Interests holds 12 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Wisdomtree Tr Us Efficient Cor (NTSX) | 19.5 | $37M | +2% | 874k | 42.23 |
|
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 16.3 | $31M | 280k | 110.50 |
|
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Tidal Tr Ii Ret Stckd Gl Stk (RSSB) | 14.3 | $27M | +271% | 1.2M | 22.43 |
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Wisdomtree Tr Internationl Efi (NTSI) | 13.8 | $26M | +3% | 703k | 37.06 |
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American Centy Etf Tr Avantis Emgmkt (AVEM) | 8.0 | $15M | +4% | 262k | 57.96 |
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Strategy Newfound Reslv (ROMO) | 6.8 | $13M | -26% | 449k | 28.91 |
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American Centy Etf Tr Us Large Cap Vlu (AVLV) | 6.4 | $12M | +4% | 189k | 64.26 |
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American Centy Etf Tr Us Sml Cp Valu (AVUV) | 5.5 | $11M | 112k | 93.71 |
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Simplify Exchange Traded Fun Intmd Term Trsry (TYA) | 4.6 | $8.8M | -6% | 657k | 13.35 |
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Simplify Exchange Traded Fun Short Term Trea (TUA) | 3.4 | $6.4M | +449% | 291k | 21.87 |
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 1.1 | $2.1M | -12% | 21k | 100.54 |
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Microsoft Corporation (MSFT) | 0.2 | $420k | 997.00 | 420.72 |
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Past Filings by WJ Interests
SEC 13F filings are viewable for WJ Interests going back to 2022
- WJ Interests 2024 Q1 filed April 10, 2024
- WJ Interests 2023 Q4 filed Jan. 17, 2024
- WJ Interests 2023 Q3 filed Oct. 16, 2023
- WJ Interests 2023 Q2 filed July 24, 2023
- 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