Position in WLY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$215,675
+$41,128 QoQ
Shares Held
4,446
+13.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#172
of 264 holders
Holding Since
Mar 2024
7 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, 2026Trajan Wealth LLC holds $215,675 across 1 Publishing name. WLY ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WLY |
John Wiley & Sons, Inc.
This page
|
4,446 | $215,675 |
All Filings in WLY
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,675 | 4,446 | Shares | Sole | 2026-08-13 | |
| 2025-06-30 | $174,547 | 3,911 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $214,779 | 4,820 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $202,726 | 4,638 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $237,341 | 4,919 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $226,699 | 5,570 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $229,008 | 6,006 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||