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Arax Advisory Partners’s John Wiley & Sons Class A WLY Stock Holding History

Arax Advisory Partners’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 		$4.42K Buy
116
+93
+404% +$3.01K ﹤0.01% 2843
2025
Q4 		$705 Sell
23
-1,637
-99% -$57.7K ﹤0.01% 3551
2025
Q3 		$67.2K Buy
1,660
+1,595
+2,454% +$64.4K ﹤0.01% 1699
2025
Q2 		$2.9K Buy
65
+44
+210% +$1.85K ﹤0.01% 2433
2025
Q1 		$936 Sell
21
-117
-85% -$4.94K ﹤0.01% 2324
2024
Q4 		$6.03K Hold
138
– – ﹤0.01% 1673
2024
Q3 		$6.66K Hold
138
– – ﹤0.01% 1584
2024
Q2 		$5.62K Buy
+138
New +$5.26K ﹤0.01% 1542

Other funds holding WLY

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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