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

AE Wealth Management’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
2025
Q3 		– Sell
-5,238
Closed -$234K – 2378
2025
Q2 		$234K Sell
5,238
-1,076
-17% -$45.3K ﹤0.01% 1236
2025
Q1 		$281K Sell
6,314
-799
-11% -$33.8K ﹤0.01% 1116
2024
Q4 		$311K Buy
+7,113
New +$349K ﹤0.01% 1086

Other funds holding WLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
SG Capital Management Chicago, Illinois $1.51B AUM 49.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

AE Wealth Management's WLY Position: Q3 2025 in Review

AE Wealth Management sold out of John Wiley & Sons Class A (WLY) in Q3 2025, closing a stake of 5,238 shares — an estimated $234K sold.

AE Wealth Management first reported a position in WLY in Q4 2024 and held it in 3 quarters. The position peaked at $311K in Q4 2024. 251 funds tracked by Wall St. Rank hold WLY as of Q3 2025.

  • AE Wealth Management reported no remaining John Wiley & Sons Class A position as of Q3 2025 after selling out during the quarter.
  • AE Wealth Management sold 5,238 John Wiley & Sons Class A shares in Q3 2025, an estimated $234K.
  • AE Wealth Management first reported a position in John Wiley & Sons Class A in Q4 2024 and held it in 3 quarters.
  • AE Wealth Management's John Wiley & Sons Class A position peaked at $311K in Q4 2024.
  • 251 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2025.

Based on AE Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.