Optimist Retirement Group LLC
PensionPosition in WLY — John Wiley & Sons, Inc.
CIK 2011850
BELLEVUE, WA
Position in WLY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$417,428
+$89,578 QoQ
Shares Held
8,605
0.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#136
of 264 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WLY Over Time
Shares Held
Position Value (USD)
Position in Publishing
Communication Services · as of Jun 30, 2026Optimist Retirement Group LLC holds $417,428 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
|
8,605 | $417,428 |
All Filings in WLY
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417,428 | 8,605 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $327,850 | 8,605 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||