CAPTRUST FINANCIAL ADVISORS

Position in WLY — John Wiley & Sons, Inc.

CIK 1512024 RALEIGH, NC

Position in WLY

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$617,386

+$135,117 QoQ

Shares Held

12,727

+0.5% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#116

of 264 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 46% Shared 0% None 54%

Communication Services · as of Jun 30, 2026

CAPTRUST FINANCIAL ADVISORS holds $4,343,507 across 4 Publishing names. WLY ranks #2 (14.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NYT	New York Times Co	47,732	$3,340,285
2	WLY	John Wiley & Sons, Inc. This page	12,727	$617,386
3	SCHL	Scholastic Corp	5,717	$262,982
4	TDAY	USA TODAY Co., Inc.	14,369	$122,854

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$617,386	12,727	+0.5%	Shares	Sole	2026-08-13
2026-03-31	$482,269	12,658	+3.7%	Shares	Sole	2026-05-15
2025-12-31	$373,777	12,203	+3.6%	Shares	Sole	2026-02-17
2025-09-30	$476,493	11,774	+9.8%	Shares	Sole	2025-11-19
2025-06-30	$478,567	10,723	+0.6%	Shares	Sole	2025-08-15
2025-03-31	$474,831	10,656	-1.1%	Shares	Sole	2025-05-15
2024-12-31	$470,975	10,775	-1.0%	Shares	Sole	2025-02-14
2024-09-30	$525,104	10,883	-0.1%	Shares	Sole	2024-11-14
2024-06-30	$443,385	10,894	+11.2%	Shares	Sole	2024-08-15
2024-03-31	$373,483	9,795	-34.3%	Shares	Sole	2024-05-15
2023-12-31	$473,370	14,914	-4.8%	Shares	Sole	2024-02-14
2023-09-30	$582,565	15,673	+90.6%	Shares	Sole	2023-11-15
2023-06-30	$279,794	8,222	-0.3%	Shares	Sole	2023-08-15
2023-03-31	$319,658	8,245	+2.5%	Shares	Sole	2023-05-15
2022-12-31	$322,162	8,042	-17.1%	Shares	Sole	2023-02-15
2022-09-30	$364,519	9,705	+128.8%	Shares	Sole	2022-11-16
2022-06-30	$202,550	4,241	+19.2%	Shares	Sole	2022-08-23
2022-03-31	$188,733	3,559	-12.4%	Shares	Sole	2022-05-16
2021-12-31	$232,573	4,061	+0.5%	Shares	Sole	2022-02-14
2021-09-30	$210,876	4,039	+0.3%	Shares	Sole	2021-11-16
2021-06-30	$242,224	4,025	-2.1%	Shares	Sole	2021-08-16
2021-03-31	$222,870	4,112	+13.0%	Shares	Sole	2021-05-17
2020-12-31	$166,156	3,639	+28.3%	Shares	Sole	2021-02-16
2020-09-30	$89,961	2,837	+1.4%	Shares	Sole	2020-11-17
2020-06-30	$109,083	2,797	0.0%	Shares	Sole	2020-08-14
2020-03-31	$104,859	2,797	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.