Latest WJ Interests, LLC Stock Portfolio
WJ Interests, LLC Performance:
2025 Q2: 0.27%YTD: 0.26%2024: 0.15%
Performance for 2025 Q2 is 0.27%, and YTD is 0.26%, and 2024 is 0.15%.
About WJ Interests, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, WJ Interests, LLC reported an equity portfolio of $233.8 Millions as of 30 Jun, 2025.
The top stock holdings of WJ Interests, LLC are VEU, , DWMF. The fund has invested 19.4% of it's portfolio in VANGUARD INTL EQUITY INDEX F and 19.1% of portfolio in TIDAL TR II.
The fund managers got completely rid off BERKSHIRE HATHAWAY INC DEL stocks. They significantly reduced their stock positions in PIMCO ETF TR (BOND), INTERNATIONAL BUSINESS MACHS (IBM) and WISDOMTREE TR (DWMF). WJ Interests, LLC opened new stock positions in TEXAS INSTRS INC (TXN). The fund showed a lot of confidence in some stocks as they added substantially to TIDAL TR II, SIMPLIFY EXCHANGE TRADED FUN (AGGH) and AMERICAN CENTY ETF TR (AEMB).
The top stock holdings of WJ Interests, LLC are VEU, , DWMF. The fund has invested 19.4% of it's portfolio in VANGUARD INTL EQUITY INDEX F and 19.1% of portfolio in TIDAL TR II.
The fund managers got completely rid off BERKSHIRE HATHAWAY INC DEL stocks. They significantly reduced their stock positions in PIMCO ETF TR (BOND), INTERNATIONAL BUSINESS MACHS (IBM) and WISDOMTREE TR (DWMF). WJ Interests, LLC opened new stock positions in TEXAS INSTRS INC (TXN). The fund showed a lot of confidence in some stocks as they added substantially to TIDAL TR II, SIMPLIFY EXCHANGE TRADED FUN (AGGH) and AMERICAN CENTY ETF TR (AEMB).
WJ Interests, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that WJ Interests, LLC made a return of 0.27% in the last quarter. In trailing 12 months, it's portfolio return was 0.36%.
New Buys
| Ticker | $ Bought |
|---|---|
| texas instrs inc | 418,977 |
New stocks bought by WJ Interests, LLC
Additions
| Ticker | % Inc. |
|---|---|
| tidal tr ii | 44.13 |
| tidal tr ii | 3.61 |
| simplify exchange traded fun | 3.12 |
| american centy etf tr | 1.97 |
| american centy etf tr | 0.1 |
| stellar bancorp inc | 0.02 |
Additions to existing portfolio by WJ Interests, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| pimco etf tr | -28.39 |
| international business machs | -8.12 |
| wisdomtree tr | -2.77 |
| wisdomtree tr | -2.65 |
| strategy shs | -1.98 |
| vanguard intl equity index f | -0.98 |
| american centy etf tr | -0.89 |
WJ Interests, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| berkshire hathaway inc del | -321,913 |
WJ Interests, LLC got rid off the above stocks
Sector Distribution
WJ Interests, LLC has about 98.4% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 98.4 |
Market Cap. Distribution
WJ Interests, LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 98.4 |
Stocks belong to which Index?
About 1.3% of the stocks held by WJ Interests, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 98.4 |
| S&P 500 | 1.3 |
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 23 stocks in it's portfolio. About 96.4% of the portfolio is in top 10 stocks. BNL proved to be the most loss making stock for the portfolio. JPM was the most profitable stock for WJ Interests, LLC last quarter.
Last Reported on: 22 Jul, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| VEU | vanguard intl equity index f | 19.37 | 352,318 | 45,279,900 | reduced | -0.98 | ||
Historical Trend of VANGUARD INTL EQUITY INDEX F Position Held By WJ Interests, LLCWhat % of Portfolio is VEU?:Number of VEU shares held:Change in No. of Shares Held: | ||||||||
| tidal tr ii | 19.15 | 1,708,090 | 44,769,100 | added | 3.61 | |||
| DWMF | wisdomtree tr | 12.77 | 728,072 | 29,843,700 | reduced | -2.65 | ||
| DWMF | wisdomtree tr | 12.57 | 587,204 | 29,395,400 | reduced | -2.77 | ||
| AEMB | american centy etf tr | 8.61 | 293,544 | 20,119,500 | added | 0.1 | ||
| AEMB | american centy etf tr | 7.29 | 187,050 | 17,040,300 | added | 1.97 | ||
| AEMB | american centy etf tr | 7.08 | 242,762 | 16,558,800 | reduced | -0.89 | ||
| FIVR | strategy shs | 6.04 | 441,191 | 14,127,600 | reduced | -1.98 | ||
| tidal tr ii | 1.85 | 185,693 | 4,330,360 | added | 44.13 | |||
| AGGH | simplify exchange traded fun | 1.63 | 78,538 | 3,818,520 | added | 3.12 | ||
| BOND | pimco etf tr | 1.29 | 30,097 | 3,025,800 | reduced | -28.39 | ||
| JPM | jpmorgan chase & co. | 0.43 | 3,498 | 1,014,100 | unchanged | 0.00 | ||
| stellar bancorp inc | 0.33 | 27,506 | 769,626 | added | 0.02 | |||
| MSFT | microsoft corp | 0.24 | 1,115 | 554,612 | unchanged | 0.00 | ||
| WMT | walmart inc | 0.20 | 4,800 | 469,344 | unchanged | 0.00 | ||
| IBM | international business machs | 0.20 | 1,562 | 460,446 | reduced | -8.12 | ||
| VAW | vanguard world fd | 0.18 | 1,690 | 419,695 | unchanged | 0.00 | ||
| TXN | texas instrs inc | 0.18 | 2,018 | 418,977 | new | |||
| MSTR | microstrategy inc | 0.13 | 750 | 303,173 | unchanged | 0.00 | ||
| FNDA | schwab strategic tr | 0.13 | 11,215 | 297,646 | unchanged | 0.00 | ||
