Position in WLY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$12,321
+$3,101 QoQ
Shares Held
254
+5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#208
of 264 holders
Holding Since
Dec 2021
11 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, 2026UMB Bank, n.a. holds $165,357 across 4 Publishing names. WLY ranks #2 (7.5% of the industry book) .
All Filings in WLY
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,321 | 254 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $9,220 | 242 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,053 | 165 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,446 | 184 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,962 | 156 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $3,074 | 69 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $4,502 | 103 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $4,969 | 103 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,831 | 45 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $610 | 16 | Shares | Sole | 2024-04-26 | |
| 2021-12-31 | $1,088 | 19 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||