Position in WLY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$339
+$263 QoQ
Shares Held
7
+250.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#250
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, 2026HFM Investment Advisors, LLC holds $1,598 across 2 Publishing names. WLY ranks #2 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NYT |
New York Times Co
|
18 | $1,259 | |
| 2 | WLY |
John Wiley & Sons, Inc.
This page
|
7 | $339 |
All Filings in WLY
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339 | 7 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $76 | 2 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $61 | 2 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $121 | 3 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $178 | 4 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $89 | 2 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||