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Adirondack Trust Company’s John Wiley & Sons Class A WLY Stock Holding History

Adirondack Trust Company’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 		$126K Hold
2,600
– – 0.04% 189
2026
Q1 		$99K Buy
2,600
+500
+24% +$16.2K 0.03% 193
2025
Q4 		$64.3K Hold
2,100
– – 0.02% 226
2025
Q3 		$85K Hold
2,100
– – 0.03% 203
2025
Q2 		$93.7K Hold
2,100
– – 0.03% 187
2025
Q1 		$93.6K Hold
2,100
– – 0.04% 187
2024
Q4 		$91.8K Hold
2,100
– – 0.04% 192
2024
Q3 		$101K Hold
2,100
– – 0.04% 184
2024
Q2 		$85.5K Hold
2,100
– – 0.03% 190
2024
Q1 		$80.1K Hold
2,100
– – 0.03% 197
2023
Q4 		$70K Buy
2,100
+400
+24% +$12.5K 0.03% 204
2023
Q3 		$63.2K Buy
+1,700
New +$60.3K 0.03% 200

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 $3.38T AUM 44.17% 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

Adirondack Trust Company's WLY Position: Q2 2026 in Review

Adirondack Trust Company held its John Wiley & Sons Class A (WLY) position steady in Q2 2026 at 2,600 shares worth $126K. The position accounts for 0.04% of the portfolio, ranked #189.

Adirondack Trust Company first reported a position in WLY in Q3 2023 and has held it in 12 quarters since. 266 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • Adirondack Trust Company held 2,600 shares of John Wiley & Sons Class A worth $126K as of Q2 2026.
  • Adirondack Trust Company left its John Wiley & Sons Class A share count unchanged in Q2 2026.
  • John Wiley & Sons Class A made up 0.04% of Adirondack Trust Company's portfolio in Q2 2026, its #189 holding.
  • Adirondack Trust Company first reported a position in John Wiley & Sons Class A in Q3 2023 and has held it in 12 quarters since.
  • 266 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Adirondack Trust Company's 13F filing for Q2 2026, filed 16 Jul 2026.