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

Allworth 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 		$17.4K Buy
359
+65
+22% +$2.73K ﹤0.01% 3314
2026
Q1 		$11.2K Buy
294
+175
+147% +$5.67K ﹤0.01% 3424
2025
Q4 		$3.65K Sell
119
-661
-85% -$23.3K ﹤0.01% 3883
2025
Q3 		$31.6K Buy
780
+734
+1,596% +$29.6K ﹤0.01% 2423
2025
Q2 		$2.05K Buy
46
+36
+360% +$1.52K ﹤0.01% 3686
2025
Q1 		$437 Sell
10
-20
-67% -$845 ﹤0.01% 3717
2024
Q4 		$1.29K Sell
30
-238
-89% -$11.7K ﹤0.01% 3316
2024
Q3 		$12.9K Hold
268
– – ﹤0.01% 2151
2024
Q2 		$12.5K Buy
268
+258
+2,580% +$9.83K ﹤0.01% 2132
2024
Q1 		$382 Hold
10
– – ﹤0.01% 3354
2023
Q4 		$318 Sell
10
-38
-79% -$1.19K ﹤0.01% 3229
2023
Q3 		$1.78K Buy
48
+39
+433% +$1.38K ﹤0.01% 2600
2023
Q2 		$307 Sell
9
-8
-47% -$291 ﹤0.01% 3014
2023
Q1 		$660 Buy
+17
New +$724 ﹤0.01% 2785
2022
Q3 		– Sell
-2
Closed – – 3149
2022
Q2 		$0 Buy
+2
New +$102 ﹤0.01% 2863
2020
Q2 		– Sell
-697
Closed -$26K – 1393
2020
Q1 		$26K Hold
697
– – ﹤0.01% 521
2019
Q4 		$34K Hold
697
– – ﹤0.01% 435
2019
Q3 		$31K Hold
697
– – ﹤0.01% 395
2019
Q2 		$32K Hold
697
– – ﹤0.01% 388
2019
Q1 		$31K Hold
697
– – ﹤0.01% 391
2018
Q4 		$33K Sell
697
-53
-7% -$2.85K ﹤0.01% 341
2018
Q3 		$45K Buy
+750
New +$46.7K ﹤0.01% 313

Other funds holding WLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Allworth Financial's WLY Position: Q2 2026 in Review

Allworth Financial increased its John Wiley & Sons Class A (WLY) stake by 22% in Q2 2026, buying an estimated $2.73K and bringing the position to 359 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3314.

Allworth Financial first reported a position in WLY in Q3 2018 and has held it in 22 quarters since. The position peaked at $45K in Q3 2018. 266 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • Allworth Financial held 359 shares of John Wiley & Sons Class A worth $17.4K as of Q2 2026.
  • Allworth Financial bought 65 John Wiley & Sons Class A shares in Q2 2026, an estimated $2.73K.
  • John Wiley & Sons Class A made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3314 holding.
  • Allworth Financial first reported a position in John Wiley & Sons Class A in Q3 2018 and has held it in 22 quarters since.
  • Allworth Financial's John Wiley & Sons Class A position peaked at $45K in Q3 2018.
  • 266 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.