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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 $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

BOK Financial's WLY Position: Q1 2026 in Review

BOK Financial sold out of John Wiley & Sons Class A (WLY) in Q1 2026, closing a stake of 4,066 shares — an estimated $125K sold.

BOK Financial first reported a position in WLY in Q2 2013 and held it in 8 quarters. The position peaked at $335K in Q2 2013. 249 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

  • BOK Financial reported no remaining John Wiley & Sons Class A position as of Q1 2026 after selling out during the quarter.
  • BOK Financial sold 4,066 John Wiley & Sons Class A shares in Q1 2026, an estimated $125K.
  • BOK Financial first reported a position in John Wiley & Sons Class A in Q2 2013 and held it in 8 quarters.
  • BOK Financial's John Wiley & Sons Class A position peaked at $335K in Q2 2013.
  • 249 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on BOK Financial's 13F filing for Q1 2026, filed 8 May 2026.