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
Q2 		$1.68M Buy
34,685
+16,889
+95% +$710K ﹤0.01% 1500
2026
Q1 		$678K Buy
+17,796
New +$577K ﹤0.01% 1863
2024
Q4 		– Sell
-9,702
Closed -$468K – 2556
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

Other funds holding WLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Corient Private Wealth's WLY Position: Q2 2026 in Review

Corient Private Wealth increased its John Wiley & Sons Class A (WLY) stake by 95% in Q2 2026, buying an estimated $710K and bringing the position to 34,685 shares worth $1.68M. The position accounts for ﹤0.01% of the portfolio, ranked #1500.

Corient Private Wealth first reported a position in WLY in Q4 2022 and has held it in 7 quarters since. 266 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • Corient Private Wealth held 34,685 shares of John Wiley & Sons Class A worth $1.68M as of Q2 2026.
  • Corient Private Wealth bought 16,889 John Wiley & Sons Class A shares in Q2 2026, an estimated $710K.
  • John Wiley & Sons Class A made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1500 holding.
  • Corient Private Wealth first reported a position in John Wiley & Sons Class A in Q4 2022 and has held it in 7 quarters since.
  • 266 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.