DOSSIER · 13F-HR · Q1 2026

WJ Interests, LLC

WJ Interests's pension fund based in New York, NY $260M in tracked AUM across 20 positions as of Q1 2026.

WI
WJ Interests·New York, NY·Pension Fund
CIK 0001727642 · last filed Mar 31, 2026
Total AUM
$260M
18.4%
vs prior
Holdings
20
positions
Whale Score
69
69
tracked
Activity
no data
changes this Q
Top sector
Tech
22% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview

WJ Interests, LLC reports a $232.43 million 13F portfolio as of 2025-12-31, up 78.9% from $129.89 million on 2025-09-30. The filer holds 19 reported positions. The portfolio is concentrated: the top 5 positions account for roughly $158.2 million (≈68.1% of the portfolio) and the top 10 positions account for a substantially larger share. Holdings are split between two broad buckets in the filing: $118.81M (51.1%) classified as “Unknown” (see note below) and $111.49M (48.0%) c...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
RSSB
Return Stacked Stock and Bond
$44M1.6M17.0%
02
VT
Vanguard Total World Stock
$42M301K16.0%
03
NTSI
WisdomTree Intl Efficient Core
$30M687K11.6%
04
NTSX
WisdomTree U.S. Efficient Core Fund
$26M494K9.9%
05
AVUV
Avantis US Small Value ETF
$23M211K8.9%
06
AVEM
Avantis Emerging Mkts
$21M258K8.0%
07
TLT
iShares Long Term Treasury Bond ETF
$15M177K5.9%
08
DSCO
Doubleline Securitized Credit ETF
$15M612K5.8%
09
AVLV
Avantis US Large Cap Value ETF
$14M179K5.5%
10
ROMO
Strat Shares Newfound/Resolve Momentum ETF
$14M451K5.4%

Filing history

Filing history loading…