Corient Private Wealth
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Corient Private Wealth’s John Wiley & Sons Class A WLY Stock Holding History

Corient Private Wealth’s Portfolio WLY Stock Details WLY Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$678K Buy
2024
Q4 		– Sell
2024
Q3 		$468K Buy
2024
Q2 		$333K Hold
2024
Q1 		$312K Buy
2023
Q2 		– Sell
2023
Q1 		$410K Buy
2022
Q4 		$347K Buy