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Clearstead Advisors’s John Wiley & Sons Class A WLY Stock Holding History

Clearstead Advisors’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 		– Sell
-434
Closed -$17.6K – 3284
2025
Q3 		$17.6K Sell
434
-960
-69% -$38.8K ﹤0.01% 1706
2025
Q2 		$62.2K Buy
1,394
+1,050
+305% +$44.2K ﹤0.01% 1216
2025
Q1 		$15.3K Hold
344
– – ﹤0.01% 1489
2024
Q4 		$15K Hold
344
– – ﹤0.01% 1470
2024
Q3 		$16.6K Buy
344
+133
+63% +$6.11K ﹤0.01% 1477
2024
Q2 		$8.59K Buy
+211
New +$8.04K ﹤0.01% 1571

Other funds holding WLY

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $131B AUM 28.36% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
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
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return