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O'SHAUGHNESSY ASSET MANAGEMENT, LLC: WLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of O'SHAUGHNESSY ASSET MANAGEMENT, LLC on WLY, newest first. How the timeline and the estimate are built.

O'SHAUGHNESSY ASSET MANAGEMENT, LLC held 10,161 WLY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,161 shares
    Change vs previous 13F +10,161 shares

    <0.01% of the 13F portfolio, value $492,910.

    13F-HR 0001423442-26-000003 filed by O'SHAUGHNESSY ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -34,477 shares

    13F-HR 0001423442-26-000002 filed by O'SHAUGHNESSY ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 34,477 shares
    Change vs previous 13F -2,018 shares

    0.01% of the 13F portfolio, value $1,056,031.

    13F-HR 0001423442-26-000001 filed by O'SHAUGHNESSY ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 36,495 shares
    Change vs previous 13F +149 shares

    0.01% of the 13F portfolio, value $1,476,953.

    13F-HR 0001423442-25-000009 filed by O'SHAUGHNESSY ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 36,346 shares
    Change vs previous 13F -565 shares

    0.01% of the 13F portfolio, value $1,622,122.

    13F-HR 0001423442-25-000008 filed by O'SHAUGHNESSY ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 36,911 shares
    Change vs previous 13F +433 shares

    0.01% of the 13F portfolio, value $1,644,754.

    13F-HR 0001423442-25-000003 filed by O'SHAUGHNESSY ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 36,478 shares
    Change vs previous 13F +1,969 shares

    0.01% of the 13F portfolio, value $1,594,453.

    13F-HR 0001423442-25-000001 filed by O'SHAUGHNESSY ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 34,509 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,717,168.

    13F-HR 0001423442-24-000011 filed by O'SHAUGHNESSY ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).