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The Analysis of WJ Interests, LLC's Holdings & P&L

Currently, WJ Interests, LLC holds 20 types of securities in its portfolio with a total value $260.4M. In the most recent quarter, they have increased their positions in N/A (+612.0K shares, valued at $15.2M), RSSB (+107.4K shares, valued at $2.9M), VT (+14.7K shares, valued at $2.0M); decreased their positions in MINT (-1.5K shares, valued at $155.0K), IBM (-100 shares, valued at $24.2K); initiated new positions in N/A (+612.0K shares, valued at $15.2M).

1M P&L

+8.0M+3.11%

3M P&L

+7.0M+2.71%

HY P&L

+25.9M+10.77%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A240.8M

99.2%

2Banks - Diversified1.0M

0.4%

3Information Technology Services354.4K

0.1%

Top Industries by Stock Count

1N/A14 stocks

77.8%

2Information Technology Services1 stocks

5.6%

3Banks - Diversified1 stocks

5.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

RSSB Return Stacked Stock and Bond1.6M shares7.05%2026-03-312026-04-21

VT Vanguard Total World Stock300.8K shares5.13%2026-03-312026-04-21

NTSI WisdomTree Intl Efficient Core686.7K shares3.68%2026-03-312026-04-21

NTSX WisdomTree U.S. Efficient Core Fund494.0K shares6.51%2026-03-312026-04-21

AVUV Avantis US Small Value ETF210.7K shares5.38%2026-03-312026-04-21

AVEM Avantis Emerging Mkts258.2K shares2.94%2026-03-312026-04-21

TLT iShares Long Term Treasury Bond ETF177.4K shares10.54%2026-03-312026-04-21

Doubleline Securitized Credit ETF Doubleline Securitized Credit ETF612.0K sharesnew addition2026-03-312026-04-21

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AVLV Avantis US Large Cap Value ETF178.9K shares3.80%2026-03-312026-04-21

ROMO Strat Shares Newfound/Resolve Momentum ETF450.5K shares6.44%2026-03-312026-04-21

RSST Return Stacked US Stk and Managed Futures218.5K shares10.80%2026-03-312026-04-21

MINT PIMCO Enh Short Maturity33.8K shares-4.36%2026-03-312026-04-21

Return Stacked US Stk & Futs Yld ETF Return Stacked US Stk & Futs Yld ETF116.5K shares11.78%2026-03-312026-04-21

JPM JP Morgan3.5K shares0.00%2026-03-312026-04-21

VHT Vanguard Health Care ETF1.7K shares0.00%2026-03-312026-04-21

GLD SPDR Gold Trust875 shares0.00%2026-03-312026-04-21

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IBM IBM1.5K shares-6.40%2026-03-312026-04-21

SCYB Schwab High Yield Bond ETF11.2K shares0.00%2026-03-312026-04-21

ZION Zions Bancorp4.4K shares0.00%2026-03-312026-04-21

MSFT Microsoft563 shares0.00%2026-03-312026-04-21

RSSB

Return Stacked Stock and Bond

7.05%

Shares1.6M

Event2026-03-31

Filed2026-04-21

Vanguard Total World Stock

5.13%

Shares300.8K

Event2026-03-31

Filed2026-04-21

NTSI

WisdomTree Intl Efficient Core

3.68%

Shares686.7K

Event2026-03-31

Filed2026-04-21

NTSX

WisdomTree U.S. Efficient Core Fund

6.51%

Shares494.0K

Event2026-03-31

Filed2026-04-21

AVUV

Avantis US Small Value ETF

5.38%

Shares210.7K

Event2026-03-31

Filed2026-04-21

AVEM

Avantis Emerging Mkts

2.94%

Shares258.2K

Event2026-03-31

Filed2026-04-21

TLT

iShares Long Term Treasury Bond ETF

10.54%

Shares177.4K

Event2026-03-31

Filed2026-04-21

Doubleline Securitized Credit ETF

New

Shares612.0K

Event2026-03-31

Filed2026-04-21

AVLV

Avantis US Large Cap Value ETF

3.80%

Shares178.9K

Event2026-03-31

Filed2026-04-21

ROMO

Strat Shares Newfound/Resolve Momentum ETF

6.44%

Shares450.5K

Event2026-03-31

Filed2026-04-21

RSST

Return Stacked US Stk and Managed Futures

10.80%

Shares218.5K

Event2026-03-31

Filed2026-04-21

MINT

PIMCO Enh Short Maturity

-4.36%

Shares33.8K

Event2026-03-31

Filed2026-04-21

Return Stacked US Stk & Futs Yld ETF

11.78%

Shares116.5K

Event2026-03-31

Filed2026-04-21

JPM

JP Morgan

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-21

VHT

Vanguard Health Care ETF

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-21

GLD

SPDR Gold Trust

0.00%

Shares875

Event2026-03-31

Filed2026-04-21

IBM

-6.40%

Shares1.5K

Event2026-03-31

Filed2026-04-21

SCYB

Schwab High Yield Bond ETF

0.00%

Shares11.2K

Event2026-03-31

Filed2026-04-21

ZION

Zions Bancorp

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-21

MSFT

Microsoft

0.00%

Shares563

Event2026-03-31

Filed2026-04-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available