Cerity Partners
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Cerity Partners’s John Wiley & Sons Class A WLY Stock Holding History

Cerity Partners’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 		$1.02M Buy
21,071
+5,755
+38% +$242K ﹤0.01% 1993
2026
Q1 		$584K Sell
15,316
-3,722
-20% -$121K ﹤0.01% 2184
2025
Q4 		$583K Buy
+19,038
New +$671K ﹤0.01% 2007
2025
Q1 		– Sell
-8,579
Closed -$412K – 2642
2024
Q4 		$412K Sell
8,579
-7,181
-46% -$352K ﹤0.01% 1879
2024
Q3 		$760K Buy
15,760
+7,222
+85% +$332K ﹤0.01% 1543
2024
Q2 		$347K Sell
8,538
-11,400
-57% -$434K ﹤0.01% 1737
2024
Q1 		$760K Buy
19,938
+11,003
+123% +$377K ﹤0.01% 1406
2023
Q4 		$284K Buy
+8,935
New +$279K ﹤0.01% 1551
2023
Q3 		– Sell
-9,187
Closed -$313K – 1729
2023
Q2 		$313K Buy
9,187
+1,815
+25% +$66.1K ﹤0.01% 1377
2023
Q1 		$285K Buy
7,372
+2,238
+44% +$95.4K ﹤0.01% 1550
2022
Q4 		$206K Sell
5,134
-3,139
-38% -$131K ﹤0.01% 1333
2022
Q3 		$311K Sell
8,273
-79
-0.9% -$3.75K ﹤0.01% 877
2022
Q2 		$399K Sell
8,352
-77
-0.9% -$3.94K ﹤0.01% 814
2022
Q1 		$447K Buy
+8,429
New +$443K 0.01% 615

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

Cerity Partners's WLY Position: Q2 2026 in Review

Cerity Partners increased its John Wiley & Sons Class A (WLY) stake by 38% in Q2 2026, buying an estimated $242K and bringing the position to 21,071 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1993.

Cerity Partners first reported a position in WLY in Q1 2022 and has held it in 14 quarters since. 266 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • Cerity Partners held 21,071 shares of John Wiley & Sons Class A worth $1.02M as of Q2 2026.
  • Cerity Partners bought 5,755 John Wiley & Sons Class A shares in Q2 2026, an estimated $242K.
  • John Wiley & Sons Class A made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1993 holding.
  • Cerity Partners first reported a position in John Wiley & Sons Class A in Q1 2022 and has held it in 14 quarters since.
  • 266 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.