BOK Financial Private Wealth’s John Wiley & Sons Class A WLY Stock Holding History

BOK Financial Private Wealth’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	$7.28K	Buy	+150	New	+$6.31K	﹤0.01%	443

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

BOK Financial Private Wealth's WLY Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in John Wiley & Sons Class A (WLY) in Q2 2026: 150 shares worth $7.28K. The stake represents ﹤0.01% of the portfolio and ranks #443 among its holdings.

266 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

BOK Financial Private Wealth held 150 shares of John Wiley & Sons Class A worth $7.28K as of Q2 2026.
John Wiley & Sons Class A was a new BOK Financial Private Wealth position in Q2 2026.
John Wiley & Sons Class A made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #443 holding.
266 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.