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CIK: 0001727642
Total reported value
$259.4M
$259.4M
19 檔
61.0%
The Q4 2025 SEC filing reveals that WJ Interests, LLC held a total portfolio value of $259.4M, covering 19 public equity positions.
In Q4 2025, WJ Interests, LLC adopted a defensive or profit-taking posture, trimming 11 positions and completely liquidating 6 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including RSSB, VT, NTSI) accounted for 61.0% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSSB | Rtrn Stack Glbl Stk & Bd ETF | ETF-Other | 18.44% | +3.18% | -5.21% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 17.36% | -1.34% | -10.44% | |
| 3 | NTSI | Wisdomtree International Eff | ETF-Other | 12.56% | -6.09% | -5.67% | |
| 4 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 10.94% | -5.50% | -6.69% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 8.77% | -1.28% | -5.97% | |
| 6 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 8.31% | -0.17% | -7.36% | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 6.02% | +1.05% | -0.08% | |
| 8 | ROMO | Strategy Shares Newfound/res | ETF-Other | 5.78% | +0.74% | -5.04% | |
| 9 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 5.62% | +3.12% | -9.04% | |
| 10 | RSST | Return Stacked US Sm Ftr ETF | ETF-Other | 2.41% | -2.37% | EXIT | |
| 11 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.52% | -0.56% | +6.24% | |
| 12 | RSSY | Return Stacked US S&f Yd ETF | ETF-Other | 0.86% | +0.09% | +0.41% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.48% | +0.04% | — | |
| 14 | VHT | Vanguard Health Care ETF | ETF-Other | 0.21% | +0.01% | — | |
| 15 | IBM | Intl Business Machines CORP | Stock-Tech | 0.20% | +0.02% | — | |
| 16 | GLD | Spdr Gold Shares | ETF-Commodities | 0.15% | -0.02% | — | |
| 17 | SCYB | Schwab High Yield Bond ETF | ETF-High Yield | 0.13% | +0.01% | — | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.12% | — | -49.51% | |
| 19 | ZION | Zions Bancorp NA | Stock-Financials | 0.11% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NTSI | Wisdomtree International Eff | +0.4% | -5.67% | Trim |
| 2 | AVUV | Avantis US Small Cap Value | +0.2% | -5.97% | Trim |
| 3 | TLT | Ishares 20+ Year Treasury Bd | +0.2% | -0.08% | Trim |
| 4 | RSST | Return Stacked US Sm Ftr ETF | +0.2% | -4.85% | Trim |
| 5 | MINT | Pimco Enhanced Short Maturit | +0.2% | +6.24% | Add |
| 6 | RSSB | Rtrn Stack Glbl Stk & Bd ETF | +0.1% | -5.21% | Trim |
| 7 | NTSX | Wisdomtree US Efficient Core | +0.1% | -6.69% | Trim |
| 8 | AVEM | Avantis Emerging Markets Eq | +0.1% | -7.36% | Trim |
| 9 | AVLV | Avantis US Large Cap Value | +0.1% | -9.04% | Trim |
| 10 | VHT | Vanguard Health Care ETF | 0% | — | Unchanged |
| 11 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 12 | RSSY | Return Stacked US S&f Yd ETF | 0% | +0.41% | Add |
| 13 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 14 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 15 | ZION | Zions Bancorp NA | 0% | — | Unchanged |
| 16 | SCYB | Schwab High Yield Bond ETF | 0% | — | Unchanged |
| 17 | MSFT | Microsoft CORP | -0.1% | -49.51% | Trim |
| 18 | ROMO | Strategy Shares Newfound/res | -0.3% | -5.04% | Trim |
| 19 | VT | Vanguard Tot World Stk ETF | -0.4% | -10.44% | Trim |
| 20 | STEL | Stellar Bancorp Inc | — | EXIT | Sold out |
| 21 | WMT | Walmart Inc | — | EXIT | Sold out |
| 22 | TXN | Texas Instruments Inc | — | EXIT | Sold out |
| 23 | AAPL | Apple Inc | — | EXIT | Sold out |
| 24 | BNL | Broadstone Net Lease Inc | — | EXIT | Sold out |
| 25 | MSTR | Strategy Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, WJ Interests, LLC reported a total U.S. public equity portfolio value of $259.4M across 19 disclosed positions in Q4 2025.
During Q4 2025, WJ Interests, LLC's top holdings by market value included RSSB (18.4%)、VT (17.4%)、NTSI (12.6%). The largest single position, RSSB, represented 18.4% of total portfolio value.
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Top Position Liquidated / Trimmed
STEL
前期市值: $834.7K
In Q4 2025, WJ Interests, LLC made 19 total portfolio adjustments, initiating 0 new buys, adding to 2 positions, trimming 11 holdings, and fully liquidating 6 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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