WI

WJ Interests Portfolio holdings

AUM $248M
1-Year Est. Return 11.98%
This Quarter Est. Return
1 Year Est. Return
+11.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215M
AUM Growth
+$7.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
23
New
Increased
Reduced
Closed

Top Buys

1
+$6.27M
2
+$3.85M
3
+$2.31M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.61M
5
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$1.48M

Top Sells

1
+$9.96M
2
+$251K
3
+$35.1K

Sector Composition

1 Financials 1.01%
2 Technology 0.49%
3 Consumer Staples 0.2%
4 Real Estate 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.3M 19.19%
355,818
+33,239
2
$38.6M 17.96%
1,648,630
+267,464
3
$28.4M 13.21%
747,918
+39,044
4
$27.4M 12.73%
603,926
-219,901
5
$17.6M 8.21%
293,247
-583
6
$16M 7.44%
183,432
+3,004
7
$16M 7.43%
244,937
+24,638
8
$13.7M 6.38%
450,123
-8,252
9
$4.23M 1.97%
42,029
+22,987
10
$4.07M 1.89%
76,160
+4,895
11
$2.85M 1.32%
128,841
+36,448
12
$858K 0.4%
3,498
13
$761K 0.35%
+27,501
14
$447K 0.21%
1,690
15
$423K 0.2%
+1,700
16
$421K 0.2%
+4,800
17
$419K 0.19%
1,115
+118
18
$322K 0.15%
+604
19
$293K 0.14%
+11,215
20
$270K 0.13%
+15,864
21
$252K 0.12%
875
22
$221K 0.1%
4,439
23
$216K 0.1%
+750