Position in WLY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$369,888
+$140,031 QoQ
Shares Held
7,625
+26.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#141
of 264 holders
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in WLY Over Time
Shares Held
Position Value (USD)
Position in Publishing
Communication Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $369,888 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
|
7,625 | $369,888 |
All Filings in WLY
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,888 | 7,625 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $229,857 | 6,033 | Shares | Sole | 2026-05-14 | |
| 2025-06-30 | $300,850 | 6,741 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $260,943 | 5,856 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||