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

Bay Harbor 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
2026 Q2	$485	Buy	10 +8	+400%	+$336	﹤0.01%	1070
2026 Q1	$76	Sell	2 -2	-50%	-$65	﹤0.01%	1232
2025 Q4	$123	Hold	4	–	–	﹤0.01%	1186
2025 Q3	$161	Sell	4 -1	-20%	-$40	﹤0.01%	1087
2025 Q2	$223	Buy	5 +4	+400%	+$168	﹤0.01%	890
2025 Q1	$44	Buy	+1	New	+$42	﹤0.01%	1043
2019 Q2	–	Sell	-31	Closed	-$1.41K	–	431
2019 Q1	$1K	Hold	31	–	–	﹤0.01%	378
2018 Q4	$1K	Buy	+31	New	+$1.67K	﹤0.01%	372

Other funds holding WLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bay Harbor Wealth Management's WLY Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its John Wiley & Sons Class A (WLY) stake by 400% in Q2 2026, buying an estimated $336 and bringing the position to 10 shares worth $485. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

Bay Harbor Wealth Management first reported a position in WLY in Q4 2018 and has held it in 8 quarters since. The position peaked at $1K in Q1 2019. 267 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

Bay Harbor Wealth Management held 10 shares of John Wiley & Sons Class A worth $485 as of Q2 2026.
Bay Harbor Wealth Management bought 8 John Wiley & Sons Class A shares in Q2 2026, an estimated $336.
John Wiley & Sons Class A made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1070 holding.
Bay Harbor Wealth Management first reported a position in John Wiley & Sons Class A in Q4 2018 and has held it in 8 quarters since.
Bay Harbor Wealth Management's John Wiley & Sons Class A position peaked at $1K in Q1 2019.
267 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.