ASSETMARK, INC

Position in WLY — John Wiley & Sons, Inc.

CIK 1344551 CONCORD, CA

Position in WLY

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$108,953

+$78,324 QoQ

Shares Held

2,246

+132.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#184

of 264 holders

Holding Since

Sep 2021

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Communication Services · as of Jun 30, 2026

ASSETMARK, INC holds $266,015 across 4 Publishing names. WLY ranks #2 (41.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NYT	New York Times Co	1,644	$115,047
2	WLY	John Wiley & Sons, Inc. This page	2,246	$108,953
3	PSO	Pearson PLC	1,568	$24,915
4	TDAY	USA TODAY Co., Inc.	2,000	$17,100

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$108,953	2,246	+132.7%	Shares	Sole	2026-07-30
2023-12-31	$30,629	965	-19.2%	Shares	Sole	2024-02-09
2023-09-30	$44,380	1,194	-34.8%	Shares	Sole	2023-10-27
2023-06-30	$62,342	1,832	-53.2%	Shares	Defined	2023-08-11
2023-03-31	$151,707	3,913	+60.1%	Shares	Defined	2023-05-05
2022-12-31	$97,906	2,444	-31.6%	Shares	Defined	2023-02-10
2022-09-30	$134,126	3,571	-1.2%	Shares	Sole	2022-11-01
2022-06-30	$172,652	3,615	-3.1%	Shares	Sole	2022-08-03
2022-03-31	$197,801	3,730	-13.4%	Shares	Sole	2022-05-13
2021-12-31	$246,661	4,307	+2.9%	Shares	Sole	2022-02-14
2021-09-30	$218,498	4,185	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.