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

BOK 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
Q1 		– Sell
-4,066
Closed -$125K – 1125
2025
Q4 		$125K Sell
4,066
-740
-15% -$26.1K ﹤0.01% 747
2025
Q3 		$194K Sell
4,806
-4
-0.1% -$161 ﹤0.01% 696
2025
Q2 		$215K Sell
4,810
-232
-5% -$9.77K ﹤0.01% 696
2025
Q1 		$225K Sell
5,042
-1,595
-24% -$67.4K ﹤0.01% 685
2024
Q4 		$279K Buy
6,637
+71
+1% +$3.48K ﹤0.01% 660
2024
Q3 		$325K Sell
6,566
-1,495
-19% -$68.6K 0.01% 642
2024
Q2 		$328K Buy
+8,061
New +$307K 0.01% 684
2013
Q3 		– Sell
-8,347
Closed -$335K – 862
2013
Q2 		$335K Buy
+8,347
New +$324K 0.01% 637

Other funds holding WLY

BlackRock
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