Global Retirement Partners, LLC
PensionPosition 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, 2026Global Retirement Partners, LLC holds $314,332 across 6 Publishing names. WLY ranks #2 (2.6% of the industry book) .
All Filings in WLY
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,101 | 167 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $3,951 | 129 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $27,721 | 685 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $30,571 | 685 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $33,875 | 775 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $37,683 | 781 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $29,629 | 728 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $18,188 | 477 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $13,426 | 423 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $23,602 | 635 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $18,784 | 552 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $21,943 | 566 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $17,185 | 429 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $30,310 | 807 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $48,237 | 1,010 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $54,196 | 1,022 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $7,048 | 135 | Shares | Sole | 2021-10-22 | |
| No filing history on record for this holder in this stock. | ||||||