Position in WLY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$202,916
-$728 QoQ
Shares Held
4,183
-16.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#175
of 264 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in WLY Over Time
Shares Held
Position Value (USD)
Position in Publishing
Communication Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,171,158 across 2 Publishing names. WLY ranks #2 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NYT |
New York Times Co
|
13,836 | $968,242 | |
| 2 | WLY |
John Wiley & Sons, Inc.
This page
|
4,183 | $202,916 |
All Filings in WLY
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,916 | 4,183 | Shares | Defined | 2026-08-12 | |
| 2025-09-30 | $203,644 | 5,032 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $269,073 | 6,029 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $270,967 | 6,081 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $268,771 | 6,149 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $297,460 | 6,165 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $253,723 | 6,234 | Shares | Defined | 2024-08-13 | |
| 2023-09-30 | $204,062 | 5,490 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $282,175 | 8,292 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $321,828 | 8,301 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $332,057 | 8,289 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $430,062 | 11,450 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $598,480 | 12,531 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $662,079 | 12,485 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $602,308 | 10,517 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $517,609 | 9,914 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $573,214 | 9,525 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $534,845 | 9,868 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $802,473 | 17,575 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $508,659 | 16,041 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $605,787 | 15,533 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $560,212 | 14,943 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||