WJ Interests, LLC
•CIK: 1727642•Filing: Q4 2025
**WJ Interests, LLC** manages $232M across a concentrated portfolio of 19 positions. The fund exhibits significant allocations to broad market and factor-tilted strategies, notably holding RSSB at $42.9M and VT at $40.4M. Key overweight positions include NTSI ($29.2M) and NTSX ($25.4M), suggesting a focus on specific sectors or factor exposures. The top ten holdings account for over $210M of the total AUM, indicating a highly concentrated, conviction-driven investment approach.
Total AUM
$232.4M
QoQ Performance
-6.1%
Positions
14
Top 10 Concentration
96.2%
Latest Filing
Q4 2025
Top Holdings Allocation
RSSB
VT
NTSI
NTSX
AVUV
AVEM
TLT
ROMO
RSSB18.4%
VT17.4%
NTSI12.6%
NTSX10.9%
AVUV8.8%
AVEM8.3%
TLT6.0%
ROMO5.8%
📉 Biggest Sells
Sector Breakdown
Other99.2%
Financial0.5%
Technology0.3%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
↑2 increased
↓11 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023