Wj Interests, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$260.4M
Q ending 2026-03-31
Prior quarter
$232.4M
Q ending 2025-12-31
Change
+12.0% QoQ · +21.1% YoY
Positions
20
reported holdings
Largest positions
All 20 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Return Stacked Stock And Bond | RSSB | Shares | $44.4M | 1.6M |
| Vanguard Total World Stock | VT | Shares | $41.6M | 301K |
| Wisdomtree Intl Efficient Core | NTSI | Shares | $30.2M | 687K |
| Wisdomtree U.S. Efficient Core Fun | NTSX | Shares | $25.8M | 494K |
| Avantis Us Small Value Etf | AVUV | Shares | $23.3M | 211K |
| Avantis Emerging Mkts | AVEM | Shares | $20.8M | 258K |
| Ishares Long Term Treasury Bond Et | TLT | Shares | $15.4M | 177K |
| Doubleline Securitized Credit Etf | DSCO | Shares | $15.2M | 612K |
| Avantis Us Large Cap Value Etf | AVLV | Shares | $14.4M | 179K |
| Strat Shares Newfound/Resolve Mome | ROMO | Shares | $14.2M | 451K |
| Return Stacked Us Stk And Managed | RSST | Shares | $6.2M | 219K |
| Pimco Enh Short Maturity | MINT | Shares | $3.4M | 34K |
| Return Stacked Us Stk & Futs Yld E | RSSY | Shares | $2.6M | 116K |
| Jp Morgan | JPM | Shares | $1.0M | 3K |
| Vanguard Health Care Etf | VHT | Shares | $460K | 2K |
| Spdr Gold Trust | GLD | Shares | $377K | 875 |
| Ibm | IBM | Shares | $354K | 1K |
| Schwab High Yield Bond Etf | SCYB | Shares | $292K | 11K |
| Zions Bancorp | ZION | Shares | $256K | 4K |
| Microsoft | MSFT | Shares | $208K | 563 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.