True Wealth Design, LLC

Position in WLY — John Wiley & Sons, Inc.

CIK 1966033 AKRON, OH

Position in WLY

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,794

+$385 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#237

of 264 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

True Wealth Design, LLC holds $124,445 across 5 Publishing names. WLY ranks #4 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NYT	New York Times Co	1,468	$102,730
2	SCHL	Scholastic Corp	374	$17,204
3	PSO	Pearson PLC	135	$2,145
4	WLY	John Wiley & Sons, Inc. This page	37	$1,794
5	TDAY	USA TODAY Co., Inc.	67	$572

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,794	37	0.0%	Shares	Sole	2026-07-16
2026-03-31	$1,409	37	-11.9%	Shares	Sole	2026-04-13
2025-12-31	$1,286	42	+110.0%	Shares	Sole	2026-01-08
2025-09-30	$809	20	+1900.0%	Shares	Sole	2025-10-21
2025-06-30	$44	1	0.0%	Shares	Sole	2025-08-06
2025-03-31	$44	1	—	Shares	Sole	2025-05-13
No filing history on record for this holder in this stock.