Position in WLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,490,826
-$2,202,989 QoQ
Shares Held
71,961
-51.8% QoQ
Ownership
0.142%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#62
of 264 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in WLY Over Time
Shares Held
Position Value (USD)
Position in Publishing
Communication Services · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $100,929,566 across 5 Publishing names. WLY ranks #3 (3.5% of the industry book) .
All Filings in WLY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,490,826 | 71,961 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $5,693,815 | 149,444 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $5,631,291 | 183,849 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $11,445,964 | 282,826 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $12,503,939 | 280,169 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $13,890,463 | 311,725 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,890,624 | 89,010 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $8,834,862 | 183,106 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,821,564 | 118,466 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,989,657 | 78,407 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $961,560 | 30,295 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $815,878 | 21,950 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,047,951 | 30,795 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,751,431 | 45,175 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,624,031 | 40,540 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $1,203,872 | 32,052 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,005,106 | 41,983 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,830,475 | 53,375 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,682,746 | 64,305 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $2,825,707 | 54,122 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,153,453 | 85,634 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $4,277,191 | 78,915 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,968,675 | 43,116 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $1,374,404 | 43,343 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,484,144 | 63,696 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,682,676 | 98,231 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||