WJ Interests, LLC
CIK: 0001727642SEC EDGAR →
Portfolio Value
$232.4M
Holdings
19
As of
Q4 2025
New Positions
19
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | TIDAL TRUST II | 1,524,235 | $42.9M | 18.44% |
| 2 | VANGUARD INTL EQUITY INDEX F | 286,077 | $40.4M | 17.36% |
| 3 | WISDOMTREE TR | 662,297 | $29.2M | 12.56% |
| 4 | WISDOMTREE TR | 463,805 | $25.4M | 10.94% |
| 5 | AMERICAN CENTY ETF TR | 199,985 | $20.4M | 8.77% |
| 6 | AMERICAN CENTY ETF TR | 250,803 | $19.3M | 8.31% |
| 7 | ISHARES TR | 160,471 | $14.0M | 6.02% |
| 8 | STRATEGY SHS | 423,269 | $13.4M | 5.78% |
| 9 | AMERICAN CENTY ETF TR | 172,379 | $13.1M | 5.62% |
| 10 | TIDAL TRUST II | 197,248 | $5.6M | 2.41% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (19)
$42.9M · 1.5M shares
$40.4M · 286K shares
$29.2M · 662K shares
$25.4M · 464K shares
$20.4M · 200K shares
$19.3M · 251K shares
$14.0M · 160K shares
$13.4M · 423K shares
$13.1M · 172K shares
$5.6M · 197K shares
$3.5M · 35K shares
$2.0M · 104K shares
$1.1M · 3K shares
$486K · 2K shares
$462K · 2K shares
$346K · 875 shares
$296K · 11K shares
$272K · 563 shares
$259K · 4K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 15 | $229.3M | 98.7% |
| Unknown | 2 | $2.3M | 1.0% |
| Technology | 2 | $734K | 0.3% |