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CVA Family Office’s John Wiley & Sons Class A WLY Stock Holding History

CVA Family Office’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 		$1.68K Buy
+44
New +$1.43K ﹤0.01% 1567
2025
Q2 		– Sell
-11
Closed -$490 – 1466
2025
Q1 		$490 Buy
+11
New +$465 ﹤0.01% 1278

Other funds holding WLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
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
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Brown Advisory
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

CVA Family Office's WLY Position: Q1 2026 in Review

CVA Family Office opened a new position in John Wiley & Sons Class A (WLY) in Q1 2026: 44 shares worth $1.68K. The stake represents ﹤0.01% of the portfolio and ranks #1567 among its holdings. This is a return to the name: CVA Family Office previously reported a position in WLY as recently as Q1 2025.

CVA Family Office first reported a position in WLY in Q1 2025 and has held it in 2 quarters since. 248 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

  • CVA Family Office held 44 shares of John Wiley & Sons Class A worth $1.68K as of Q1 2026.
  • John Wiley & Sons Class A was a new CVA Family Office position in Q1 2026.
  • John Wiley & Sons Class A made up ﹤0.01% of CVA Family Office's portfolio in Q1 2026, its #1567 holding.
  • CVA Family Office first reported a position in John Wiley & Sons Class A in Q1 2025 and has held it in 2 quarters since.
  • 248 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.