Position in WLY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$470,691
+$109,390 QoQ
Shares Held
9,703
+2.3% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#129
of 264 holders
Holding Since
Jun 2022
11 quarters on record
Voting authority
Sole 37%
Shared 0%
None 63%
Common Shares in WLY Over Time
Shares Held
Position Value (USD)
Position in Publishing
Communication Services · as of Jun 30, 2026Lido Advisors, LLC holds $907,016 across 2 Publishing names. WLY ranks #1 (51.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WLY |
John Wiley & Sons, Inc.
This page
|
9,703 | $470,691 | |
| 2 | NYT |
New York Times Co
|
6,235 | $436,325 |
All Filings in WLY
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $470,691 | 9,703 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $361,301 | 9,483 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $177,010 | 5,779 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $223,110 | 5,513 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $232,744 | 5,215 | Shares | Defined | 2025-08-13 | |
| 2023-09-30 | $513,206 | 13,807 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $431,534 | 12,681 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $994,101 | 25,641 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,017,764 | 25,406 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $668,305 | 17,793 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $706,848 | 14,800 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||