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

Bare Financial Services’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 		$825 Hold
17
– – ﹤0.01% 1454
2026
Q1 		$648 Buy
+17
New +$551 ﹤0.01% 1410

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Schroder Investment Management Group
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State Street
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Dimensional Fund Advisors
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Vanguard Capital Management
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Bank of Montreal
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Brown Advisory
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LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bare Financial Services's WLY Position: Q2 2026 in Review

Bare Financial Services held its John Wiley & Sons Class A (WLY) position steady in Q2 2026 at 17 shares worth $825. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

Bare Financial Services first reported a position in WLY in Q1 2026 and has held it in 2 quarters since. 266 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • Bare Financial Services held 17 shares of John Wiley & Sons Class A worth $825 as of Q2 2026.
  • Bare Financial Services left its John Wiley & Sons Class A share count unchanged in Q2 2026.
  • John Wiley & Sons Class A made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1454 holding.
  • Bare Financial Services first reported a position in John Wiley & Sons Class A in Q1 2026 and has held it in 2 quarters since.
  • 266 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.