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IFP Advisors, Inc

SEC CIK
0001641866
Latest filing
Jul 20, 2026

WLY holding history

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

WLY overviewAll 13F holders of WLYFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q1 2021
Holdings of WLY by IFP Advisors, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−11−100.0%Sold outHolders
Q4 202511$337<0.1%+9+450.0%AddedHolders
Q3 20252$81<0.1%+2AddedHolders
Q2 20250$6.03K<0.1%0UnchangedHolders
Q1 20250$134<0.1%0UnchangedHolders
Q4 20240$131<0.1%0NewHolders
Q4 20230$00.0%−571−100.0%Sold outHolders
Q3 2023571$21.2K<0.1%00.0%UnchangedHolders
Q2 2023571$38.8K<0.1%00.0%UnchangedHolders
Q1 2023571$38.8K<0.1%−123−17.7%ReducedHolders
Q4 2022694$48.0K<0.1%−674−49.3%ReducedHolders
Q3 20221,368$93.0K<0.1%00.0%UnchangedHolders
Q2 20221,368$93.0K<0.1%−581−29.8%ReducedHolders
Q1 20221,949$133.0K<0.1%+1,378+241.3%AddedHolders
Q4 2021571$33.0K<0.1%00.0%UnchangedHolders
Q3 2021571$30.0K<0.1%00.0%UnchangedHolders
Q2 2021571$34.0K<0.1%00.0%UnchangedHolders
Q1 2021571$31.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.