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

Curio 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	–	Sell	-1	Closed	-$38	–	1162
2026 Q1	$38	Buy	+1	New	+$32	﹤0.01%	1169

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

Curio Wealth's WLY Position: Q2 2026 in Review

Curio Wealth sold out of John Wiley & Sons Class A (WLY) in Q2 2026, closing a stake of 1 share — an estimated $38 sold.

Curio Wealth first reported a position in WLY in Q1 2026 and held it in 1 quarter. The position peaked at $38 in Q1 2026. 266 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

Curio Wealth reported no remaining John Wiley & Sons Class A position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 1 John Wiley & Sons Class A share in Q2 2026, an estimated $38.
Curio Wealth first reported a position in John Wiley & Sons Class A in Q1 2026 and held it in 1 quarter.
Curio Wealth's John Wiley & Sons Class A position peaked at $38 in Q1 2026.
266 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

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