AWM
WLY icon

Abound Wealth Management’s John Wiley & Sons Class A WLY Stock Holding History

Abound Wealth Management’s Portfolio WLY Stock Details WLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$98 Sell
2
-1
-33% -$42 ﹤0.01% 1287
2026
Q1 		$115 Hold
3
– – ﹤0.01% 1385
2025
Q4 		$92 Hold
3
– – ﹤0.01% 1388
2025
Q3 		$122 Hold
3
– – ﹤0.01% 1280
2025
Q2 		$134 Hold
3
– – ﹤0.01% 1177
2025
Q1 		$134 Buy
+3
New +$127 ﹤0.01% 1154

Other funds holding WLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Abound Wealth Management's WLY Position: Q2 2026 in Review

Abound Wealth Management reduced its John Wiley & Sons Class A (WLY) stake by 33% in Q2 2026, selling an estimated $42 and leaving 2 shares worth $98. The position accounts for ﹤0.01% of the portfolio, ranked #1287.

Abound Wealth Management first reported a position in WLY in Q1 2025 and has held it in 6 quarters since. The position peaked at $134 in Q2 2025. 266 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • Abound Wealth Management held 2 shares of John Wiley & Sons Class A worth $98 as of Q2 2026.
  • Abound Wealth Management sold 1 John Wiley & Sons Class A share in Q2 2026, an estimated $42.
  • John Wiley & Sons Class A made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1287 holding.
  • Abound Wealth Management first reported a position in John Wiley & Sons Class A in Q1 2025 and has held it in 6 quarters since.
  • Abound Wealth Management's John Wiley & Sons Class A position peaked at $134 in Q2 2025.
  • 266 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.