EverSource Wealth Advisors, LLC
Position in WLY — John Wiley & Sons, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in WLY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,401
-$6,967 QoQ
Shares Held
132
-62.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#215
of 264 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WLY Over Time
Shares Held
Position Value (USD)
Position in Publishing
Communication Services · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $702,928 across 5 Publishing names. WLY ranks #5 (0.9% of the industry book) .
All Filings in WLY
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,401 | 132 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $13,368 | 351 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $9,279 | 303 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $22,500 | 556 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $25,169 | 564 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,054 | 91 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,573 | 36 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $965 | 20 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $814 | 20 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||