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Clearstead Advisors, LLC

Position in WLY — John Wiley & Sons, Inc.

CIK 842775 CLEVELAND, OH

Position in WLY

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$533
-$17,030 QoQ
Shares Held
11
-97.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#245
of 264 holders
Holding Since
Jun 2024
7 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, 2026

Clearstead Advisors, LLC holds $125,976 across 5 Publishing names. WLY ranks #4 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 WLY
John Wiley & Sons, Inc.
This page
11 $533

All Filings in WLY

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $533 11
2025-09-30 $17,563 434
2025-06-30 $62,214 1,394
2025-03-31 $15,328 344
2024-12-31 $15,036 344
2024-09-30 $16,598 344
2024-06-30 $8,587 211