Action Point Financial Planning’s John Wiley & Sons Class A WLY Stock Holding History

Action Point Financial Planning’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	$1.36K	Buy	+29	New	+$1.22K	﹤0.01%	2391

Other funds holding WLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Action Point Financial Planning's WLY Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in John Wiley & Sons Class A (WLY) in Q2 2026: 29 shares worth $1.36K. The stake represents ﹤0.01% of the portfolio and ranks #2391 among its holdings.

264 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

Action Point Financial Planning held 29 shares of John Wiley & Sons Class A worth $1.36K as of Q2 2026.
John Wiley & Sons Class A was a new Action Point Financial Planning position in Q2 2026.
John Wiley & Sons Class A made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2391 holding.
264 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.