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 Q3	$860	Buy	18 +7	+64%	+$355	﹤0.01%	2697
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

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 35.99% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Clarkston Capital Partners Rochester, Michigan $1.1B AUM 2.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Clearstead Advisors's WLY Position: Q3 2026 in Review

Clearstead Advisors increased its John Wiley & Sons Class A (WLY) stake by 64% in Q3 2026, buying an estimated $355 and bringing the position to 18 shares worth $860. The position accounts for ﹤0.01% of the portfolio, ranked #2697.

Clearstead Advisors first reported a position in WLY in Q2 2024 and has held it in 8 quarters since. The position peaked at $62.2K in Q2 2025. 182 funds tracked by Wall St. Rank hold WLY as of Q3 2026.

Clearstead Advisors held 18 shares of John Wiley & Sons Class A worth $860 as of Q3 2026.
Clearstead Advisors bought 7 John Wiley & Sons Class A shares in Q3 2026, an estimated $355.
John Wiley & Sons Class A made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #2697 holding.
Clearstead Advisors first reported a position in John Wiley & Sons Class A in Q2 2024 and has held it in 8 quarters since.
Clearstead Advisors's John Wiley & Sons Class A position peaked at $62.2K in Q2 2025.
182 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.