CA
WLY icon

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
2026
Q2 		$534 Buy
+11
New +$463 ﹤0.01% 2902
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 $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

Clearstead Advisors's WLY Position: Q2 2026 in Review

Clearstead Advisors opened a new position in John Wiley & Sons Class A (WLY) in Q2 2026: 11 shares worth $534. The stake represents ﹤0.01% of the portfolio and ranks #2902 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in WLY as recently as Q3 2025.

Clearstead Advisors first reported a position in WLY in Q2 2024 and has held it in 7 quarters since. The position peaked at $62.2K in Q2 2025. 267 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • Clearstead Advisors held 11 shares of John Wiley & Sons Class A worth $534 as of Q2 2026.
  • John Wiley & Sons Class A was a new Clearstead Advisors position in Q2 2026.
  • John Wiley & Sons Class A made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2902 holding.
  • Clearstead Advisors first reported a position in John Wiley & Sons Class A in Q2 2024 and has held it in 7 quarters since.
  • Clearstead Advisors's John Wiley & Sons Class A position peaked at $62.2K in Q2 2025.
  • 267 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.