Position in WLY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$330,547
-$402,243 QoQ
Shares Held
6,814
-62.4% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#145
of 264 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WLY Over Time
Shares Held
Position Value (USD)
Position in Publishing
Communication Services · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $13,232,998 across 3 Publishing names. WLY ranks #3 (2.5% of the industry book) .
All Filings in WLY
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,547 | 6,814 | Shares | Sole | 2026-08-03 | |
| 2025-09-30 | $732,790 | 18,107 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $857,119 | 19,205 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $894,408 | 20,072 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $938,453 | 21,470 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,059,811 | 21,965 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $822,424 | 20,207 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $560,968 | 14,712 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $491,462 | 15,484 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $643,226 | 17,305 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $491,767 | 14,451 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $787,806 | 20,320 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $699,888 | 17,471 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $659,516 | 17,559 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $770,846 | 16,140 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $791,790 | 14,931 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $729,104 | 12,731 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $623,961 | 11,951 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $1,116,519 | 18,553 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,123,728 | 20,733 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $421,441 | 9,230 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $474,730 | 14,971 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $533,130 | 13,670 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $425,099 | 11,339 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||