AF
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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
Q1 		$1.91K Buy
+50
New +$1.62K ﹤0.01% 1923
2023
Q2 		– Sell
-11
Closed -$426 – 2514
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 – 2245
2021
Q4 		$2K Buy
+39
New +$2.11K ﹤0.01% 1862

Other funds holding WLY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return