Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

WLY holding history

John Wiley & Sons, Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WLY overview All 13F holders of WLY Full Q2 2026 holdings

Shares (Q2 2026): 55,369
Value: $2.69M
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of WLY by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	55,369	$2.69M	<0.1%	+18,968+52.1%	Added	Holders
Q1 2026	36,401	$1.39M	<0.1%	+27,079+290.5%	Added	Holders
Q4 2025	9,322	$285.5K	<0.1%	+4,021+75.9%	Added	Holders
Q3 2025	5,301	$214.5K	<0.1%	+5,301	New	Holders