Carson Wealth (CWM LLC)’s John Wiley & Sons Class A WLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $695K | Buy |
18,236
+1,834
| +11% | +$59.4K | ﹤0.01% | 1788 |
|
|
2025
Q4 | $502K | Sell |
16,402
-2,038
| -11% | -$71.8K | ﹤0.01% | 1917 |
|
|
2025
Q3 | $746K | Buy |
18,440
+708
| +4% | +$28.6K | ﹤0.01% | 1570 |
|
|
2025
Q2 | $791K | Sell |
17,732
-560
| -3% | -$23.6K | ﹤0.01% | 1380 |
|
|
2025
Q1 | $815K | Sell |
18,292
-2,764
| -13% | -$117K | ﹤0.01% | 1250 |
|
|
2024
Q4 | $920K | Sell |
21,056
-1,524
| -7% | -$74.8K | ﹤0.01% | 1129 |
|
|
2024
Q3 | $1.09M | Sell |
22,580
-1,049
| -4% | -$48.2K | ﹤0.01% | 978 |
|
|
2024
Q2 | $962K | Sell |
23,629
-2,712
| -10% | -$103K | ﹤0.01% | 919 |
|
|
2024
Q1 | $1M | Sell |
26,341
-406
| -2% | -$13.9K | ﹤0.01% | 852 |
|
|
2023
Q4 | $849K | Sell |
26,747
-1,567
| -6% | -$49K | ﹤0.01% | 875 |
|
|
2023
Q3 | $1.05M | Buy |
28,314
+229
| +0.8% | +$8.12K | 0.01% | 733 |
|
|
2023
Q2 | $956K | Sell |
28,085
-901
| -3% | -$32.8K | 0.01% | 733 |
|
|
2023
Q1 | $1.12M | Buy |
28,986
+479
| +2% | +$20.4K | 0.01% | 635 |
|
|
2022
Q4 | $1.14M | Buy |
28,507
+2,198
| +8% | +$92K | 0.01% | 576 |
|
|
2022
Q3 | $988K | Sell |
26,309
-631
| -2% | -$30K | 0.01% | 566 |
|
|
2022
Q2 | $1.29M | Sell |
26,940
-1,532
| -5% | -$78.3K | 0.01% | 503 |
|
|
2022
Q1 | $1.51M | Sell |
28,472
-5,040
| -15% | -$265K | 0.01% | 463 |
|
|
2021
Q4 | $1.92M | Buy |
+33,512
| New | +$1.81M | 0.01% | 442 |
|
|
2021
Q2 | $2.29M | Hold |
38,008
| – | – | 0.02% | 392 |
|
|
2021
Q1 | $2.29M | Hold |
38,008
| – | – | 0.02% | 392 |
|
|
2020
Q4 | $2.29M | Hold |
38,008
| – | – | 0.02% | 392 |
|
|
2020
Q3 | $2.29M | Hold |
38,008
| – | – | 0.02% | 392 |
|
|
2020
Q2 | $2.29M | Hold |
38,008
| – | – | 0.02% | 392 |
|
|
2020
Q1 | $2.29M | Hold |
38,008
| – | – | 0.02% | 392 |
|
|
2019
Q4 | $2.29M | Hold |
38,008
| – | – | 0.02% | 392 |
|
|
2019
Q3 | $2.29M | Hold |
38,008
| – | – | 0.02% | 392 |
|
|
2019
Q2 | $2.29M | Hold |
38,008
| – | – | 0.02% | 392 |
|
|
2019
Q1 | $2.29M | Buy |
38,008
+37,986
| +172,664% | +$1.86M | 0.02% | 392 |
|
|
2018
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 2014 |
|
|
2018
Q3 | $1K | Sell |
22
-15
| -41% | -$933 | ﹤0.01% | 1771 |
|
|
2018
Q2 | $2K | Buy |
37
+30
| +429% | +$1.99K | ﹤0.01% | 1439 |
|
|
2018
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 1552 |
|
|
2017
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 1597 |
|
|
2017
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 1573 |
|
|
2017
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 1328 |
|
|
2017
Q1 | $0 | Buy |
+7
| New | +$380 | ﹤0.01% | 1333 |
|
Other funds holding WLY
SAM
Carson Wealth (CWM LLC)'s WLY Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its John Wiley & Sons Class A (WLY) stake by 11% in Q1 2026, buying an estimated $59.4K and bringing the position to 18,236 shares worth $695K. The position accounts for ﹤0.01% of the portfolio, ranked #1788.
Carson Wealth (CWM LLC) first reported a position in WLY in Q1 2017 and has held it in 36 quarters since. The position peaked at $2.29M in Q2 2021. 249 funds tracked by Wall St. Rank hold WLY as of Q1 2026.
- Carson Wealth (CWM LLC) held 18,236 shares of John Wiley & Sons Class A worth $695K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 1,834 John Wiley & Sons Class A shares in Q1 2026, an estimated $59.4K.
- John Wiley & Sons Class A made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1788 holding.
- Carson Wealth (CWM LLC) first reported a position in John Wiley & Sons Class A in Q1 2017 and has held it in 36 quarters since.
- Carson Wealth (CWM LLC)'s John Wiley & Sons Class A position peaked at $2.29M in Q2 2021.
- 249 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.