Position in WLY
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$97
-$17 QoQ
Shares Held
2
-33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#259
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, 2026Abound Wealth Management holds $97 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
|
2 | $97 |
All Filings in WLY
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97 | 2 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $114 | 3 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $91 | 3 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $121 | 3 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $133 | 3 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $133 | 3 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||