Position in WLY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$291
+$63 QoQ
Shares Held
6
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#252
of 264 holders
Holding Since
Mar 2026
2 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, 2026GILPIN WEALTH MANAGEMENT, LLC holds $475 across 2 Publishing names. WLY ranks #1 (61.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WLY |
John Wiley & Sons, Inc.
This page
|
6 | $291 | |
| 2 | SCHL |
Scholastic Corp
|
4 | $184 |
All Filings in WLY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291 | 6 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $228 | 6 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||