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Global Retirement Partners, LLC

Pension

Position in WLY — John Wiley & Sons, Inc.

CIK 1749744 San Rafael, CA

Position in WLY

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$8,101
+$4,150 QoQ
Shares Held
167
+29.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#213
of 264 holders
Holding Since
Sep 2021
17 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 Jun 30, 2026

Global Retirement Partners, LLC holds $314,332 across 6 Publishing names. WLY ranks #2 (2.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 WLY
John Wiley & Sons, Inc.
This page
167 $8,101

All Filings in WLY

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17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,101 167
2025-12-31 $3,951 129
2025-09-30 $27,721 685
2025-06-30 $30,571 685
2024-12-31 $33,875 775
2024-09-30 $37,683 781
2024-06-30 $29,629 728
2024-03-31 $18,188 477
2023-12-31 $13,426 423
2023-09-30 $23,602 635
2023-06-30 $18,784 552
2023-03-31 $21,943 566
2022-12-31 $17,185 429
2022-09-30 $30,310 807
2022-06-30 $48,237 1,010
2022-03-31 $54,196 1,022
2021-09-30 $7,048 135