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 Q2	$2.69M	Buy	55,369 +18,968	+52%	+$798K	﹤0.01%	1867
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 $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Creative Planning's WLY Position: Q2 2026 in Review

Creative Planning increased its John Wiley & Sons Class A (WLY) stake by 52% in Q2 2026, buying an estimated $798K and bringing the position to 55,369 shares worth $2.69M. The position accounts for ﹤0.01% of the portfolio, ranked #1867.

Creative Planning first reported a position in WLY in Q2 2013 and has held it in 20 quarters since. 267 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

Creative Planning held 55,369 shares of John Wiley & Sons Class A worth $2.69M as of Q2 2026.
Creative Planning bought 18,968 John Wiley & Sons Class A shares in Q2 2026, an estimated $798K.
John Wiley & Sons Class A made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1867 holding.
Creative Planning first reported a position in John Wiley & Sons Class A in Q2 2013 and has held it in 20 quarters since.
267 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.