Latest WJ Interests, LLC Stock Portfolio
$189Million
Equity Portfolio Value
Last Reported on: 10 Apr, 2024
About WJ Interests, LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, WJ Interests, LLC reported an equity portfolio of $189.5 Millions as of 31 Mar, 2024.
The top stock holdings of WJ Interests, LLC are DWMF, VEU, . The fund has invested 19.5% of it's portfolio in WISDOMTREE TR and 16.3% of portfolio in VANGUARD INTL EQUITY INDEX F.
They significantly reduced their stock positions in STRATEGY SHS (FIVR), PIMCO ETF TR (BOND) and SIMPLIFY EXCHANGE TRADED FUN (AGGH). The fund showed a lot of confidence in some stocks as they added substantially to SIMPLIFY EXCHANGE TRADED FUN (AGGH), TIDAL TR II and AMERICAN CENTY ETF TR (AEMB).
The top stock holdings of WJ Interests, LLC are DWMF, VEU, . The fund has invested 19.5% of it's portfolio in WISDOMTREE TR and 16.3% of portfolio in VANGUARD INTL EQUITY INDEX F.
They significantly reduced their stock positions in STRATEGY SHS (FIVR), PIMCO ETF TR (BOND) and SIMPLIFY EXCHANGE TRADED FUN (AGGH). The fund showed a lot of confidence in some stocks as they added substantially to SIMPLIFY EXCHANGE TRADED FUN (AGGH), TIDAL TR II and AMERICAN CENTY ETF TR (AEMB).
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| SIMPLIFY EXCHANGE TRADED FUN | 449 |
| TIDAL TR II | 271 |
| AMERICAN CENTY ETF TR | 4.3 |
| AMERICAN CENTY ETF TR | 4.16 |
| WISDOMTREE TR | 3.68 |
| WISDOMTREE TR | 2.74 |
Additions to existing portfolio by WJ Interests, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| STRATEGY SHS | -26.91 |
| PIMCO ETF TR | -12.48 |
| SIMPLIFY EXCHANGE TRADED FUN | -6.27 |
| AMERICAN CENTY ETF TR | -1.08 |
| VANGUARD INTL EQUITY INDEX F | -0.61 |
WJ Interests, LLC reduced stake in above stock
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Current Stock Holdings of WJ Interests, LLC
Last Reported on: 10 Apr, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AEMB | AMERICAN CENTY ETF TR | 8.01 | 261,746 | 15,170,800 | ADDED | 4.16 | |
| AEMB | AMERICAN CENTY ETF TR | 6.42 | 189,280 | 12,163,100 | ADDED | 4.3 | |
| AEMB | AMERICAN CENTY ETF TR | 5.54 | 112,151 | 10,509,700 | REDUCED | -1.08 | |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | 4.63 | 656,763 | 8,767,790 | REDUCED | -6.27 | |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | 3.35 | 290,578 | 6,354,950 | ADDED | 449 | |
| BOND | PIMCO ETF TR | 1.12 | 21,032 | 2,114,530 | REDUCED | -12.48 | |
| DWMF | WISDOMTREE TR | 19.47 | 873,778 | 36,899,600 | ADDED | 2.74 | |
| DWMF | WISDOMTREE TR | 13.75 | 703,275 | 26,063,400 | ADDED | 3.68 | |
| FIVR | STRATEGY SHS | 6.85 | 449,052 | 12,982,100 | REDUCED | -26.91 | |
| MSFT | MICROSOFT CORP | 0.22 | 997 | 419,458 | UNCHANGED | 0.00 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 16.32 | 279,934 | 30,932,700 | REDUCED | -0.61 | |
| TIDAL TR II | 14.32 | 1,210,080 | 27,145,300 | ADDED | 271 |