Advisornet Financial’s John Wiley & Sons Class A WLY Stock Holding History

Advisornet Financial’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	$24.3K	Buy	500 +450	+900%	+$18.9K	﹤0.01%	1331
2026 Q1	$1.91K	Buy	+50	New	+$1.62K	﹤0.01%	1923
2023 Q2	–	Sell	-11	Closed	-$426	–	2510
2023 Q1	$426	Buy	11 +1	+10%	+$43	﹤0.01%	2107
2022 Q4	$401	Buy	+10	New	+$419	﹤0.01%	2076
2022 Q1	–	Sell	-39	Closed	-$2K	–	2235
2021 Q4	$2K	Buy	+39	New	+$2.11K	﹤0.01%	1862

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 $3.38T AUM 44.17% 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

Advisornet Financial's WLY Position: Q2 2026 in Review

Advisornet Financial increased its John Wiley & Sons Class A (WLY) stake by 900% in Q2 2026, buying an estimated $18.9K and bringing the position to 500 shares worth $24.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

Advisornet Financial first reported a position in WLY in Q4 2021 and has held it in 5 quarters since. 266 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

Advisornet Financial held 500 shares of John Wiley & Sons Class A worth $24.3K as of Q2 2026.
Advisornet Financial bought 450 John Wiley & Sons Class A shares in Q2 2026, an estimated $18.9K.
John Wiley & Sons Class A made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1331 holding.
Advisornet Financial first reported a position in John Wiley & Sons Class A in Q4 2021 and has held it in 5 quarters since.
266 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.