Creative Planning

Position in WLY — John Wiley & Sons, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in WLY

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

Position Value

$2,685,950

+$1,299,072 QoQ

Shares Held

55,369

+52.1% QoQ

Ownership

0.109%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#71

of 264 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Creative Planning holds $25,862,732 across 5 Publishing names. WLY ranks #4 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NYT	New York Times Co	164,236	$11,493,234
2	PSO	Pearson PLC	384,989	$6,117,474
3	SCHL	Scholastic Corp	92,324	$4,246,904
4	WLY	John Wiley & Sons, Inc. This page	55,369	$2,685,950
5	TDAY	USA TODAY Co., Inc.	154,289	$1,319,170

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,685,950	55,369	+52.1%	Shares	Defined	2026-08-13
2026-03-31	$1,386,878	36,401	+290.5%	Shares	Sole	2026-05-12
2025-12-31	$285,532	9,322	+75.9%	Shares	Sole	2026-02-17
2025-09-30	$214,530	5,301	—	Shares	Defined	2025-11-14
No filing history on record for this holder in this stock.