Position in WLY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$7,276
New position
Shares Held
150
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#214
of 264 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Publishing
Communication Services · as of Jun 30, 2026BOK Financial Private Wealth, Inc. holds $7,832 across 2 Publishing names. WLY ranks #1 (92.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WLY |
John Wiley & Sons, Inc.
This page
|
150 | $7,276 | |
| 2 | PSO |
Pearson PLC
|
35 | $556 |
All Filings in WLY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,276 | 150 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||