Go Pro

Wj Interests, LLC Top Holdings and 13F Report (2026)

About Wj Interests, LLC

Investment Activity

  • Wj Interests, LLC has $259.36 million in total holdings as of June 30, 2026.
  • Wj Interests, LLC owns shares of 22 different stocks, but just 9 companies or ETFs make up 80% of its holdings.
  • Approximately 13.61% of the portfolio was purchased this quarter.
  • About 24.51% of the portfolio was sold this quarter.
  • This quarter, Wj Interests, LLC has purchased 20 new stocks and bought additional shares in 6 stocks.
  • Wj Interests, LLC sold shares of 7 stocks and completely divested from 1 stock this quarter.

Largest Holdings

TIDAL TRUST II
$52,475,825

Largest New Holdings this Quarter

88636Y839 - TIDAL TRUST II
$11,893,487 Holding
72201R551 - PIMCO ETF TR
$6,297,057 Holding
97717Y246 - WISDOMTREE TR
$2,730,923 Holding

Largest Purchases this Quarter

TIDAL TRUST II
578,477 shares (about $11.89M)
PIMCO ETF TR
116,032 shares (about $6.30M)
Avantis U.S. Large Cap Value ETF
67,378 shares (about $6.15M)
WISDOMTREE TR
59,221 shares (about $2.73M)
iShares 20+ Year Treasury Bond ETF
31,469 shares (about $2.72M)

Largest Sales this Quarter

WisdomTree U.S. Efficient Core Fund
301,213 shares (about $17.79M)
WisdomTree International Efficient Core Fund
379,349 shares (about $17.68M)
Vanguard Total World Stock ETF
58,766 shares (about $9.22M)
Avantis U.S. Small Cap Value ETF
51,423 shares (about $6.42M)
Avantis Emerging Markets Equity ETF
47,944 shares (about $4.63M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofWj Interests, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
TIDAL TRUST II
$52,475,825$2,287,160 â–²4.6%1,705,97620.2%RET STCKD GL STK
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$37,980,363$9,223,332 â–¼-19.5%241,99014.6%ETF
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$22,465,525$6,145,535 â–²37.7%246,3068.7%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$20,285,792$4,626,122 â–¼-18.6%210,2377.8%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$19,877,270$6,415,536 â–¼-24.4%159,3247.7%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$18,049,627$2,719,556 â–²17.7%208,8597.0%ETF
DOUBLELINE ETF TRUST
$17,637,825$2,381,388 â–²15.6%707,4946.8%SECUR CR ETF
Strategy Shares Newfound/ReSolve Robust Momentum ETF stock logo
ROMO
Strategy Shares Newfound/ReSolve Robust Momentum ETF
$16,050,650$843,069 â–²5.5%475,5026.2%ETF
NTSI
WisdomTree International Efficient Core Fund
$14,320,693$17,677,664 â–¼-55.2%307,3115.5%ETF
TIDAL TRUST II
$11,893,487$11,893,487 â–²New Holding578,4774.6%RETURN STACKED
WisdomTree U.S. Efficient Core Fund stock logo
NTSX
WisdomTree U.S. Efficient Core Fund
$11,384,190$17,786,627 â–¼-61.0%192,7894.4%ETF
PIMCO ETF TR
$6,297,057$6,297,057 â–²New Holding116,0322.4%US STK PLUS AC
TIDAL TRUST II
$2,797,496$175,236 â–¼-5.9%109,5941.1%RETU S YIEL ETF
WISDOMTREE TR
$2,730,923$2,730,923 â–²New Holding59,2211.1%EFFI U.S. PLU FD
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$1,912,991$1,492,004 â–¼-43.8%18,9760.7%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,145,0000.0%3,4980.4%Finance
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$505,3270.0%1,6900.2%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$411,1290.0%1,4620.2%Technology
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$322,3330.0%8750.1%ETF
Zions Bancorporation, N.A. stock logo
ZION
Zions Bancorporation, N.A.
$307,1340.0%4,4390.1%Finance
SCHWAB STRATEGIC TR
$299,630$6,021 â–²2.1%11,4450.1%HIGH YIEL BD ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$210,0100.0%5630.1%Technology
Return Stacked US Stk and Managed Futures
$0$6,180,424 â–¼-100.0%00.0%RSST

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data