Creative Financial Designs’s John Wiley & Sons Class A WLY Stock Holding History

Creative Financial Designs’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
2025 Q4	–	Sell	-10	Closed	-$405	–	2159
2025 Q3	$405	Hold	10	–	–	﹤0.01%	1931
2025 Q2	$446	Hold	10	–	–	﹤0.01%	1899
2025 Q1	$446	Hold	10	–	–	﹤0.01%	1921
2024 Q4	$437	Hold	10	–	–	﹤0.01%	1739
2024 Q3	$483	Hold	10	–	–	﹤0.01%	1628
2024 Q2	$407	Hold	10	–	–	﹤0.01%	1590
2024 Q1	$381	Hold	10	–	–	﹤0.01%	1605
2023 Q4	$317	Hold	10	–	–	﹤0.01%	1557
2023 Q3	$372	Hold	10	–	–	﹤0.01%	1449
2023 Q2	$340	Hold	10	–	–	﹤0.01%	1425
2023 Q1	$388	Hold	10	–	–	﹤0.01%	1349
2022 Q4	$401	Hold	10	–	–	﹤0.01%	1245
2022 Q3	$0	Hold	10	–	–	﹤0.01%	1343
2022 Q2	$0	Hold	10	–	–	﹤0.01%	1351
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	1234
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	1186
2021 Q3	$1K	Hold	10	–	–	﹤0.01%	1379
2021 Q2	$1K	Hold	10	–	–	﹤0.01%	1394
2021 Q1	$1K	Hold	10	–	–	﹤0.01%	1284
2020 Q4	$0	Hold	10	–	–	﹤0.01%	1304
2020 Q3	$0	Hold	10	–	–	﹤0.01%	1304
2020 Q2	$0	Buy	+10	New	+$382	﹤0.01%	1198
2018 Q4	–	Sell	-10	Closed	-$1K	–	766
2018 Q3	$1K	Hold	10	–	–	﹤0.01%	721
2018 Q2	$1K	Hold	10	–	–	﹤0.01%	733
2018 Q1	$1K	Hold	10	–	–	﹤0.01%	677
2017 Q4	$1K	Hold	10	–	–	﹤0.01%	676
2017 Q3	$1K	Hold	10	–	–	﹤0.01%	711
2017 Q2	$1K	Hold	10	–	–	﹤0.01%	728
2017 Q1	$1K	Hold	10	–	–	﹤0.01%	684
2016 Q4	$1K	Buy	+10	New	+$533	﹤0.01%	695

Other funds holding WLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Financial Designs's WLY Position: Q4 2025 in Review

Creative Financial Designs sold out of John Wiley & Sons Class A (WLY) in Q4 2025, closing a stake of 10 shares — an estimated $405 sold.

Creative Financial Designs first reported a position in WLY in Q4 2016 and held it in 30 quarters. The position peaked at $1K in Q1 2022. 235 funds tracked by Wall St. Rank hold WLY as of Q4 2025.

Creative Financial Designs reported no remaining John Wiley & Sons Class A position as of Q4 2025 after selling out during the quarter.
Creative Financial Designs sold 10 John Wiley & Sons Class A shares in Q4 2025, an estimated $405.
Creative Financial Designs first reported a position in John Wiley & Sons Class A in Q4 2016 and held it in 30 quarters.
Creative Financial Designs's John Wiley & Sons Class A position peaked at $1K in Q1 2022.
235 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2025.

Based on Creative Financial Designs's 13F filing for Q4 2025, filed 6 Feb 2026.