CPC
WLY icon

Consolidated Planning Corp’s John Wiley & Sons Class A WLY Stock Holding History

Consolidated Planning Corp’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
Q1 		– Sell
-8,189
Closed -$251K – 217
2025
Q4 		$251K Sell
8,189
-48,017
-85% -$1.69M 0.03% 186
2025
Q3 		$2.27M Sell
56,206
-19,890
-26% -$803K 0.24% 93
2025
Q2 		$3.4M Buy
76,096
+9,075
+14% +$382K 0.43% 79
2025
Q1 		$2.99M Buy
67,021
+56,947
+565% +$2.41M 0.41% 75
2024
Q4 		$440K Sell
10,074
-4,067
-29% -$200K 0.06% 137
2024
Q3 		$682K Buy
+14,141
New +$649K 0.1% 110

Other funds holding WLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Consolidated Planning Corp's WLY Position: Q1 2026 in Review

Consolidated Planning Corp sold out of John Wiley & Sons Class A (WLY) in Q1 2026, closing a stake of 8,189 shares — an estimated $251K sold.

Consolidated Planning Corp first reported a position in WLY in Q3 2024 and held it in 6 quarters. The position peaked at $3.4M in Q2 2025. 248 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

  • Consolidated Planning Corp reported no remaining John Wiley & Sons Class A position as of Q1 2026 after selling out during the quarter.
  • Consolidated Planning Corp sold 8,189 John Wiley & Sons Class A shares in Q1 2026, an estimated $251K.
  • Consolidated Planning Corp first reported a position in John Wiley & Sons Class A in Q3 2024 and held it in 6 quarters.
  • Consolidated Planning Corp's John Wiley & Sons Class A position peaked at $3.4M in Q2 2025.
  • 248 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.