CIBC Private Wealth Group
WLY icon

CIBC Private Wealth Group’s John Wiley & Sons Class A WLY Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$276 Buy
+9
New +$317 ﹤0.01% 3158
2018
Q2 		– Sell
-29
Closed -$2K – 2107
2018
Q1 		$2K Buy
+29
New +$1.88K ﹤0.01% 1821

Other funds holding WLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
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
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIBC Private Wealth Group's WLY Position: Q4 2025 in Review

CIBC Private Wealth Group opened a new position in John Wiley & Sons Class A (WLY) in Q4 2025: 9 shares worth $276. The stake represents ﹤0.01% of the portfolio and ranks #3158 among its holdings. This is a return to the name: CIBC Private Wealth Group previously reported a position in WLY as recently as Q1 2018.

CIBC Private Wealth Group first reported a position in WLY in Q1 2018 and has held it in 2 quarters since. The position peaked at $2K in Q1 2018. 235 funds tracked by Wall St. Rank hold WLY as of Q4 2025.

  • CIBC Private Wealth Group held 9 shares of John Wiley & Sons Class A worth $276 as of Q4 2025.
  • John Wiley & Sons Class A was a new CIBC Private Wealth Group position in Q4 2025.
  • John Wiley & Sons Class A made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #3158 holding.
  • CIBC Private Wealth Group first reported a position in John Wiley & Sons Class A in Q1 2018 and has held it in 2 quarters since.
  • CIBC Private Wealth Group's John Wiley & Sons Class A position peaked at $2K in Q1 2018.
  • 235 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.