Commonwealth Equity Services
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Commonwealth Equity Services’s John Wiley & Sons Class A WLY Stock Holding History

Commonwealth Equity Services’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
-5,239
Closed -$212K – 4460
2025
Q3 		$212K Buy
5,239
+269
+5% +$10.9K ﹤0.01% 3912
2025
Q2 		$222K Sell
4,970
-464
-9% -$19.5K ﹤0.01% 3838
2025
Q1 		$242K Sell
5,434
-599
-10% -$25.3K ﹤0.01% 3684
2024
Q4 		$264K Sell
6,033
-194
-3% -$9.52K ﹤0.01% 3538
2024
Q3 		$300K Sell
6,227
-1,124
-15% -$51.6K ﹤0.01% 3353
2024
Q2 		$299K Sell
7,351
-1,079
-13% -$41.1K ﹤0.01% 3295
2024
Q1 		$321K Buy
8,430
+392
+5% +$13.4K ﹤0.01% 3215
2023
Q4 		$255K Sell
8,038
-15,006
-65% -$469K ﹤0.01% 3315
2023
Q3 		$857K Buy
23,044
+15,095
+190% +$535K ﹤0.01% 2190
2023
Q2 		$271K Sell
7,949
-329
-4% -$12K ﹤0.01% 3135
2023
Q1 		$320 Buy
+8,278
New +$353K ﹤0.01% 2920
2022
Q3 		– Sell
-4,262
Closed -$203K – 3772
2022
Q2 		$203K Buy
+4,262
New +$218K ﹤0.01% 3189

Other funds holding WLY

BlackRock
BlackRock New York $5.72T 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

Commonwealth Equity Services's WLY Position: Q4 2025 in Review

Commonwealth Equity Services sold out of John Wiley & Sons Class A (WLY) in Q4 2025, closing a stake of 5,239 shares — an estimated $212K sold.

Commonwealth Equity Services first reported a position in WLY in Q2 2022 and held it in 12 quarters. The position peaked at $857K in Q3 2023. 235 funds tracked by Wall St. Rank hold WLY as of Q4 2025.

  • Commonwealth Equity Services reported no remaining John Wiley & Sons Class A position as of Q4 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 5,239 John Wiley & Sons Class A shares in Q4 2025, an estimated $212K.
  • Commonwealth Equity Services first reported a position in John Wiley & Sons Class A in Q2 2022 and held it in 12 quarters.
  • Commonwealth Equity Services's John Wiley & Sons Class A position peaked at $857K in Q3 2023.
  • 235 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2025.

Based on Commonwealth Equity Services's 13F filing for Q4 2025, filed 12 Feb 2026.