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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
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CIK: 0001727642
Total reported value
$259.4M
$259.4M
12 檔
52.5%
As reported in its official Q1 2024 Form 13F filing, WJ Interests, LLC's tracked investment portfolio stood at $259.4M with 12 total positions.
During Q1 2024, WJ Interests, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including NTSX, VT, RSSB) accounted for 52.5% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 19.47% | -5.50% | +2.74% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 16.32% | -1.34% | -0.61% | |
| 3 | RSSB | Rtrn Stack Glbl Stk & Bd ETF | ETF-Other | 14.32% | +3.18% | +271.55% | |
| 4 | NTSI | Wisdomtree International Eff | ETF-Other | 13.75% | -6.09% | +3.68% | |
| 5 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 8.00% | -0.17% | +4.16% | |
| 6 | ROMO | Strategy Shares Newfound/res | ETF-Other | 6.85% | +0.74% | -26.91% | |
| 7 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 6.42% | +3.12% | +4.30% | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 5.55% | -1.28% | -1.08% | |
| 9 | TYA | Simplify Intermediate Term | ETF-Other | 4.63% | — | -6.27% | |
| 10 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 3.35% | — | +449.65% | |
| 11 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.12% | -0.56% | -12.48% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | — | — |
According to official SEC Form 13F filings, WJ Interests, LLC reported a total U.S. public equity portfolio value of $259.4M across 12 disclosed positions in Q1 2024.
During Q1 2024, WJ Interests, LLC's top holdings by market value included NTSX (19.5%)、VT (16.3%)、RSSB (14.3%). The largest single position, NTSX, represented 19.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q1 2024, WJ Interests, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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