Position in WLY
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$3,667,550
New position
Shares Held
75,604
first reported quarter
Ownership
0.149%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#60
of 264 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 16%
Shared 0%
None 84%
Position in Publishing
Communication Services · as of Jun 30, 2026Phocas Financial Corp. holds $3,667,550 across 1 Publishing name. WLY ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WLY |
John Wiley & Sons, Inc.
This page
|
75,604 | $3,667,550 |
All Filings in WLY
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,667,550 | 75,604 | Shares | Sole | 2026-07-31 | |
| No filing history on record for this holder in this stock. | ||||||