Latest WJ Interests, LLC Stock Portfolio

WJ Interests, LLC Performance:

2026 Q1: -0.07%YTD: -0.07%2025: 16.24%

Performance for 2026 Q1 is -0.07%, and YTD is -0.07%, and 2025 is 16.24%.

About WJ Interests, LLC and 13F Hedge Fund Stock Holdings

On 2026-04-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, WJ Interests, LLC reported an equity portfolio of $260.4 Millions as of 31 Mar, 2026.

The top stock holdings of WJ Interests, LLC are , VEU, DWMF. The fund has invested 17% of it's portfolio in RETURN STACKED STOCK AND BOND and 16% of portfolio in VANGUARD TOTAL WORLD STOCK.

They significantly reduced their stock positions in IBM (IBM) and PIMCO ENH SHORT MATURITY (BOND). WJ Interests, LLC opened new stock positions in DOUBLELINE SECURITIZED CREDIT ETF. The fund showed a lot of confidence in some stocks as they added substantially to RETURN STACKED US STK & FUTS YLD ETF, ISHARES LONG TERM TREASURY BOND ETF (IJR) and WISDOMTREE U.S. EFFICIENT CORE FUND (DWMF).

WJ Interests, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that WJ Interests, LLC made a return of -0.07% in the last quarter. In trailing 12 months, it's portfolio return was 16.92%.

Performance
S&P 500

New Buys

Ticker	$ Bought
doubleline securitized credit etf	15,204,400

New stocks bought by WJ Interests, LLC

Additions

Ticker	% Inc.
return stacked us stk & futs yld etf	11.78
return stacked us stk and managed futures	10.8
ishares long term treasury bond etf	10.54
return stacked stock and bond	7.05
wisdomtree u.s. efficient core fund	6.51
strat shares newfound/resolve momentum etf	6.44
avantis us small value etf	5.38
vanguard total world stock	5.13

Additions to existing portfolio by WJ Interests, LLC

Reductions

Ticker	% Reduced
ibm	-6.4
pimco enh short maturity	-4.36

WJ Interests, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by WJ Interests, LLC

Sector Distribution

WJ Interests, LLC has about 99.3% of it's holdings in Others sector.

Sector	%
Others	99.3

Market Cap. Distribution

WJ Interests, LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	99.3

Stocks belong to which Index?

About 0% of the stocks held by WJ Interests, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	99.3

Top 5 Winners (%)		%
	return stacked us stk & futs yld etf	14.9 %
GLD	spdr gold trust	8.6 %
AEMB	avantis us small value etf	8.1 %
AEMB	avantis us large cap value etf	6.3 %
AEMB	avantis emerging mkts	4.5 %

Top 5 Winners ($)		$
AEMB	avantis us small value etf	1.7 M
AEMB	avantis emerging mkts	0.9 M
AEMB	avantis us large cap value etf	0.9 M
	return stacked us stk & futs yld etf	0.3 M
GLD	spdr gold trust	0.0 M

Top 5 Losers (%)		%
MSFT	microsoft	-23.5 %
IBM	ibm	-17.6 %
JPM	jp morgan	-8.7 %
VAW	vanguard health care etf	-5.4 %
DWMF	wisdomtree u.s. efficient core fund	-4.7 %

Top 5 Losers ($)		$
	return stacked stock and bond	-1.4 M
DWMF	wisdomtree u.s. efficient core fund	-1.3 M
VEU	vanguard total world stock	-0.8 M
FIVR	strat shares newfound/resolve momentum etf	-0.1 M
JPM	jp morgan	-0.1 M

WJ Interests, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of WJ Interests, LLC

WJ Interests, LLC has 20 stocks in it's portfolio. About 94.2% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. AEMB was the most profitable stock for WJ Interests, LLC last quarter.

Last Reported on: 21 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AEMB	avantis us small value etf	8.94	210,747	23,281,300	added	5.38

AEMB	avantis emerging mkts	7.99	258,181	20,804,300	added	2.94

AEMB	avantis us large cap value etf	5.54	178,928	14,423,400	added	3.8

BOND	pimco enh short maturity	1.30	33,776	3,396,870	reduced	-4.36

DWMF	wisdomtree intl efficient core	11.61	686,660	30,219,900	added	3.68

DWMF	wisdomtree u.s. efficient core fund	9.89	494,002	25,762,200	added	6.51

FIVR	strat shares newfound/resolve momentum etf	5.45	450,526	14,187,000	added	6.44

FNDA	schwab high yield bond etf	0.11	11,215	291,590	unchanged	0.00

GLD	spdr gold trust	0.14	875	376,503	unchanged	0.00

IBM	ibm	0.14	1,462	354,374	reduced	-6.4

IJR	ishares long term treasury bond etf	5.91	177,390	15,378,000	added	10.54

JPM	jp morgan	0.40	3,498	1,028,970	unchanged	0.00

MSFT	microsoft	0.08	563	208,405	unchanged	0.00

VAW	vanguard health care etf	0.18	1,690	460,237	unchanged	0.00

VEU	vanguard total world stock	15.98	300,756	41,600,600	added	5.13

ZION	zions bancorp	0.10	4,439	255,775	unchanged	0.00

	return stacked stock and bond	17.05	1,631,620	44,396,400	added	7.05

	doubleline securitized credit etf	5.84	611,971	15,204,400	new

	return stacked us stk and managed futures	2.37	218,544	6,180,420	added	10.8

	return stacked us stk & futs yld etf	1.00	116,459	2,590,430	added	11.78