AE Wealth Management’s John Wiley & Sons Class A WLY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$234K	Sell	5,238 -1,076	-17%	-$48K	﹤0.01%	1236
2025 Q1	$281K	Sell	6,314 -799	-11%	-$35.6K	﹤0.01%	1116
2024 Q4	$311K	Buy	+7,113	New	+$311K	﹤0.01%	1086