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

Clearstead Trust’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
-20
Closed -$810 – 1551
2025
Q3 		$810 Hold
20
– – ﹤0.01% 1277
2025
Q2 		$893 Buy
+20
New +$842 ﹤0.01% 1200

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

Clearstead Trust's WLY Position: Q4 2025 in Review

Clearstead Trust sold out of John Wiley & Sons Class A (WLY) in Q4 2025, closing a stake of 20 shares — an estimated $810 sold.

Clearstead Trust first reported a position in WLY in Q2 2025 and held it in 2 quarters. The position peaked at $893 in Q2 2025. 235 funds tracked by Wall St. Rank hold WLY as of Q4 2025.

  • Clearstead Trust reported no remaining John Wiley & Sons Class A position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 20 John Wiley & Sons Class A shares in Q4 2025, an estimated $810.
  • Clearstead Trust first reported a position in John Wiley & Sons Class A in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's John Wiley & Sons Class A position peaked at $893 in Q2 2025.
  • 235 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.