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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Portfolio Holdings for WJ Interests

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
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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