WJ Interests, LLC
- SEC CIK
- 0001727642
- Latest filing
- Jul 29, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed Apr 10, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 12
- 0 vs. Q4 2023
- Portfolio value
- $189.5M
- +$31.0M (+19.5%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WisdomTree Tr97717Y790 | US EFFIC CORE FD | 873,778 | $36.9M | 19.5% | +23,287+2.7% | Added | – |
| Vanguard Total World Stock ETF922042742 | ETF | 279,934 | $30.9M | 16.3% | −1,716−0.6% | Reduced | – |
| Tidal Trust II88636J204 | RET STCKD GL STK | 1,210,082 | $27.1M | 14.3% | +884,401+271.6% | Added | – |
| WisdomTree Tr97717Y634 | INTERNATIONL EFI | 703,275 | $26.1M | 13.8% | +24,969+3.7% | Added | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 261,746 | $15.2M | 8.0% | +10,461+4.2% | Added | – |
| Strategy Shs86280R886 | NEWFOUND RESLV | 449,052 | $13.0M | 6.8% | −165,320−26.9% | Reduced | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 189,280 | $12.2M | 6.4% | +7,797+4.3% | Added | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 112,151 | $10.5M | 5.5% | −1,230−1.1% | Reduced | – |
| Simplify Exchange Traded Fun82889N798 | RISK PARITY TREA | 656,763 | $8.77M | 4.6% | −43,912−6.3% | Reduced | – |
| Simplify Exchange Traded Fun82889N657 | SHORT TERM TREA | 290,578 | $6.35M | 3.4% | +237,712+449.7% | Added | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 21,032 | $2.11M | 1.1% | −2,999−12.5% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 997 | $419.5K | 0.2% | 00.0% | Unchanged | History |