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Covestor’s John Wiley & Sons Class A WLY Stock Holding History

Covestor’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 		$10K Buy
202
+25
+14% +$1.05K 0.01% 1634
2026
Q1 		$7K Buy
177
+173
+4,325% +$5.61K ﹤0.01% 1698
2025
Q4 		$0 Hold
4
– – ﹤0.01% 2794
2025
Q3 		$0 Sell
4
-246
-98% -$9.93K ﹤0.01% 2838
2025
Q2 		$11K Buy
250
+33
+15% +$1.39K 0.01% 1570
2025
Q1 		$9K Buy
217
+10
+5% +$423 0.01% 1593
2024
Q4 		$9K Sell
207
-11
-5% -$540 0.01% 1618
2024
Q3 		$10K Sell
218
-50
-19% -$2.3K 0.01% 1594
2024
Q2 		$11K Sell
268
-72
-21% -$2.74K 0.01% 1502
2024
Q1 		$13K Buy
340
+23
+7% +$787 0.01% 1407
2023
Q4 		$10K Buy
317
+176
+125% +$5.5K 0.01% 1606
2023
Q3 		$5K Buy
141
+6
+4% +$213 ﹤0.01% 1727
2023
Q2 		$4K Buy
135
+128
+1,829% +$4.66K ﹤0.01% 1739
2023
Q1 		$0 Hold
7
– – ﹤0.01% 2646
2022
Q4 		$0 Hold
7
– – ﹤0.01% 2662
2022
Q3 		$0 Sell
7
-8
-53% -$380 ﹤0.01% 2675
2022
Q2 		$1K Sell
15
-5
-25% -$256 ﹤0.01% 1816
2022
Q1 		$1K Sell
20
-4
-17% -$210 ﹤0.01% 1992
2021
Q4 		$1K Buy
+24
New +$1.3K ﹤0.01% 1991

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
VPM
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
VCM
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Covestor's WLY Position: Q2 2026 in Review

Covestor increased its John Wiley & Sons Class A (WLY) stake by 14% in Q2 2026, buying an estimated $1.05K and bringing the position to 202 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #1634.

Covestor first reported a position in WLY in Q4 2021 and has held it in 19 quarters since. The position peaked at $13K in Q1 2024. 200 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • Covestor held 202 shares of John Wiley & Sons Class A worth $10K as of Q2 2026.
  • Covestor bought 25 John Wiley & Sons Class A shares in Q2 2026, an estimated $1.05K.
  • John Wiley & Sons Class A made up 0.01% of Covestor's portfolio in Q2 2026, its #1634 holding.
  • Covestor first reported a position in John Wiley & Sons Class A in Q4 2021 and has held it in 19 quarters since.
  • Covestor's John Wiley & Sons Class A position peaked at $13K in Q1 2024.
  • 200 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.