Bay Harbor Wealth Management, LLC
Position in WLY — John Wiley & Sons, Inc.
CIK 1767989
Hunt Valley, MD
Position in WLY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$485
+$409 QoQ
Shares Held
10
+400.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#246
of 264 holders
Holding Since
Mar 2025
6 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, 2026Bay Harbor Wealth Management, LLC holds $2,304 across 2 Publishing names. WLY ranks #2 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NYT |
New York Times Co
|
26 | $1,819 | |
| 2 | WLY |
John Wiley & Sons, Inc.
This page
|
10 | $485 |
All Filings in WLY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $485 | 10 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $76 | 2 | Shares | Other | 2026-04-14 | |
| 2025-12-31 | $122 | 4 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $161 | 4 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $223 | 5 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $44 | 1 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||