WJ Interests, LLC
Long book
$260.4M
Q1 2026
Positions
20
Top-10 weight
94%
concentration
Last quarter
+10.5%
SPY +14.8%
Turnover
5%
of book per quarter
Strategy in plain words
auto-generated from filingsWJ Interests, LLC is a wealth-management firm allocating client money, specialised in financials (75% of the long book), running a $260.4M US long book across 20 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: RTRN STACK GLBL STK & BD ETF, VANGUARD TOT WORLD STK ETF, WISDOMTREE INTERNATIONAL EFF, WISDOMTREE US EFFICIENT CORE, AVANTIS US SMALL CAP VALUE.
Over the last 9 quarters its long book ran on average 0.5pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.6%
Q2 2024
+7.5%
Q3 2024
-3.2%
Q4 2024
-0.5%
Q1 2025
+9.4%
Q2 2025
+7.0%
Q3 2025
+3.1%
Q4 2025
+0.2%
Q1 2026
+10.5%
Sector allocation
Financials 70%
Technology 30%
Long book by quarter
What does WJ Interests, own?
Q1 2026 13F13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 21, 2026 | 20 | $260.4M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 26, 2026 | 19 | $232.4M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 20, 2025 | 25 | $247.6M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 22, 2025 | 23 | $233.8M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 21, 2025 | 23 | $215.0M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 4, 2025 | 16 | $207.3M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 21, 2024 | 21 | $226.8M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 16, 2024 | 15 | $200.8M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 10, 2024 | 12 | $189.5M | canonical | SEC ↗ |