Position in WLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$245,460
+$40,682 QoQ
Shares Held
5,060
0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#162
of 264 holders
Holding Since
Mar 2020
12 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, 2026Evercore Wealth Management, LLC holds $245,460 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
|
5,060 | $245,460 |
All Filings in WLY
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,460 | 5,060 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $204,778 | 5,060 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $225,827 | 5,060 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $225,473 | 5,060 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $221,172 | 5,060 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $244,145 | 5,060 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $205,942 | 5,060 | Shares | Sole | 2024-08-14 | |
| 2021-12-31 | $204,109 | 3,564 | Shares | Defined | 2022-02-14 | |
| 2021-06-30 | $214,481 | 3,564 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $201,451 | 4,412 | Shares | Defined | 2021-02-16 | |
| 2020-06-30 | $216,450 | 5,550 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $208,968 | 5,574 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||