Advisory Services Network’s John Wiley & Sons Class B WLYB Stock Holding History

Advisory Services Network’s Portfolio WLYB Stock Details WLYB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-30	Closed	-$1.13K	–	4609
2026 Q1	$1.13K	Buy	+30	New	+$986	﹤0.01%	4283
2025 Q4	–	Sell	-30	Closed	-$1.21K	–	4233
2025 Q3	$1.21K	Buy	+30	New	+$1.21K	﹤0.01%	3892

Other funds holding WLYB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cannell & Spears New York $5.62B AUM 41.25% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CSC

Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Advisory Services Network's WLYB Position: Q2 2026 in Review

Advisory Services Network sold out of John Wiley & Sons Class B (WLYB) in Q2 2026, closing a stake of 30 shares — an estimated $1.13K sold.

Advisory Services Network first reported a position in WLYB in Q3 2025 and held it in 2 quarters. The position peaked at $1.21K in Q3 2025. 17 funds tracked by Wall St. Rank hold WLYB as of Q2 2026.

Advisory Services Network reported no remaining John Wiley & Sons Class B position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 30 John Wiley & Sons Class B shares in Q2 2026, an estimated $1.13K.
Advisory Services Network first reported a position in John Wiley & Sons Class B in Q3 2025 and held it in 2 quarters.
Advisory Services Network's John Wiley & Sons Class B position peaked at $1.21K in Q3 2025.
17 funds tracked by Wall St. Rank held John Wiley & Sons Class B as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.