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

Creative Planning’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	$1.39M	Buy	36,401 +27,079	+290%	+$878K	﹤0.01%	2202
2025 Q4	$286K	Buy	9,322 +4,021	+76%	+$142K	﹤0.01%	3275
2025 Q3	$215K	Buy	+5,301	New	+$214K	﹤0.01%	3421
2017 Q3	–	Sell	-907	Closed	-$48K	–	3718
2017 Q2	$48K	Sell	907 -98	-10%	-$5.13K	﹤0.01%	2545
2017 Q1	$54K	Buy	1,005 +98	+11%	+$5.32K	﹤0.01%	2426
2016 Q4	$49K	Sell	907 -48	-5%	-$2.56K	﹤0.01%	2408
2016 Q3	$49K	Buy	955 +48	+5%	+$2.63K	﹤0.01%	2384
2016 Q2	$47K	Hold	907	–	–	﹤0.01%	2178
2016 Q1	$44K	Hold	907	–	–	﹤0.01%	2197
2015 Q4	$41K	Hold	907	–	–	﹤0.01%	2282
2015 Q3	$45K	Buy	+907	New	+$47.1K	﹤0.01%	2123
2015 Q2	–	Sell	-1,005	Closed	-$61K	–	3027
2015 Q1	$61K	Buy	1,005 +98	+11%	+$6.02K	﹤0.01%	1882
2014 Q4	$54K	Sell	907 -18	-2%	-$1.03K	﹤0.01%	1968
2014 Q3	$52K	Buy	925 +18	+2%	+$1.07K	﹤0.01%	1898
2014 Q2	$55K	Hold	907	–	–	﹤0.01%	1823
2014 Q1	$52K	Hold	907	–	–	﹤0.01%	1780
2013 Q4	$50K	Hold	907	–	–	﹤0.01%	1613
2013 Q3	$43K	Hold	907	–	–	﹤0.01%	1609
2013 Q2	$36K	Buy	+907	New	+$35.2K	﹤0.01%	1571

Other funds holding WLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Creative Planning's WLY Position: Q1 2026 in Review

Creative Planning increased its John Wiley & Sons Class A (WLY) stake by 290% in Q1 2026, buying an estimated $878K and bringing the position to 36,401 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #2202.

Creative Planning first reported a position in WLY in Q2 2013 and has held it in 19 quarters since. 248 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

Creative Planning held 36,401 shares of John Wiley & Sons Class A worth $1.39M as of Q1 2026.
Creative Planning bought 27,079 John Wiley & Sons Class A shares in Q1 2026, an estimated $878K.
John Wiley & Sons Class A made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2202 holding.
Creative Planning first reported a position in John Wiley & Sons Class A in Q2 2013 and has held it in 19 quarters since.
248 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.