Corient Private Wealth
WLY icon

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

Corient Private Wealth’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 		$678K Buy
+17,796
New +$577K ﹤0.01% 1863
2024
Q4 		– Sell
-9,702
Closed -$468K – 2557
2024
Q3 		$468K Buy
9,702
+1,516
+19% +$69.6K ﹤0.01% 1776
2024
Q2 		$333K Hold
8,186
– – ﹤0.01% 1847
2024
Q1 		$312K Buy
+8,186
New +$280K ﹤0.01% 1871
2023
Q2 		– Sell
-10,576
Closed -$410K – 2181
2023
Q1 		$410K Buy
10,576
+1,908
+22% +$81.3K ﹤0.01% 1465
2022
Q4 		$347K Buy
+8,668
New +$363K ﹤0.01% 1280

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