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Integrated Wealth Concepts LLC

Position in WLY — John Wiley & Sons, Inc.

CIK 1737109 WALTHAM, MA

Position in WLY

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$10,187
New position
Shares Held
210
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#209
of 264 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Publishing

Communication Services · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $1,516,470 across 5 Publishing names. WLY ranks #5 (0.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 WLY
John Wiley & Sons, Inc.
This page
210 $10,187

All Filings in WLY

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $10,187 210