WI

WJ Interests Portfolio holdings

AUM $234M
1-Year Est. Return 12.26%
This Quarter Est. Return
1 Year Est. Return
+12.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.32M
3
+$1.13M
4
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$1.05M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$805K

Top Sells

1
+$198K
2
+$196K

Sector Composition

1 Financials 0.35%
2 Technology 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.5M 19.67%
899,465
+25,687
2
$33.5M 16.69%
297,486
+17,552
3
$28.8M 14.33%
1,268,240
+58,158
4
$26.7M 13.27%
732,073
+28,798
5
$16.6M 8.27%
271,978
+10,232
6
$14.1M 7.02%
470,893
+21,841
7
$12.7M 6.32%
202,086
+12,806
8
$10.5M 5.22%
116,838
+4,687
9
$8.31M 4.14%
641,656
-15,107
10
$6.43M 3.2%
301,512
+10,934
11
$1.92M 0.96%
19,068
-1,964
12
$708K 0.35%
+3,498
13
$450K 0.22%
+1,690
14
$446K 0.22%
997
15
$231K 0.11%
+9,410