OneDigital Investment Advisors LLC
Position in WLY — John Wiley & Sons, Inc.
CIK 1690370
OVERLAND PARK, KS
Position in WLY
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$502,996
+$93,382 QoQ
Shares Held
13,202
-1.3% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WLY Over Time
Shares Held
Position Value (USD)
Position in Publishing
Communication Services · as of Mar 31, 2026OneDigital Investment Advisors LLC holds $1,079,587 across 2 Publishing names. WLY ranks #2 (46.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TDAY |
USA TODAY Co., Inc.
|
81,786 | $576,591 | |
| 2 | WLY |
John Wiley & Sons, Inc.
This page
|
13,202 | $502,996 |
All Filings in WLY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $502,996 | 13,202 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $409,614 | 13,373 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $542,702 | 13,410 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $603,040 | 13,512 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $602,674 | 13,525 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $550,352 | 12,591 | Shares | Sole | 2025-02-13 | |
| 2023-03-31 | $290,038 | 7,481 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||