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

DiNuzzo Private 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	$437	Hold	9	–	–	﹤0.01%	1133
2026 Q1	$343	Buy	9 +3	+50%	+$97	﹤0.01%	1170
2025 Q4	$184	Sell	6 -5	-45%	-$176	﹤0.01%	1270
2025 Q3	$447	Hold	11	–	–	﹤0.01%	1116
2025 Q2	$491	Sell	11 -1	-8%	-$42	﹤0.01%	1074
2025 Q1	$535	Buy	12 +1	+9%	+$42	﹤0.01%	1025
2024 Q4	$481	Buy	11 +2	+22%	+$98	﹤0.01%	1094
2024 Q3	$435	Sell	9 -2	-18%	-$92	﹤0.01%	1143
2024 Q2	$448	Sell	11 -6	-35%	-$229	﹤0.01%	1070
2024 Q1	$649	Buy	17 +10	+143%	+$342	﹤0.01%	893
2023 Q4	$223	Buy	+7	New	+$219	﹤0.01%	1204

Other funds holding WLY

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CCMINC

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

DiNuzzo Private Wealth's WLY Position: Q2 2026 in Review

DiNuzzo Private Wealth held its John Wiley & Sons Class A (WLY) position steady in Q2 2026 at 9 shares worth $437. The position accounts for ﹤0.01% of the portfolio, ranked #1133.

DiNuzzo Private Wealth first reported a position in WLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $649 in Q1 2024. 54 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

DiNuzzo Private Wealth held 9 shares of John Wiley & Sons Class A worth $437 as of Q2 2026.
DiNuzzo Private Wealth left its John Wiley & Sons Class A share count unchanged in Q2 2026.
John Wiley & Sons Class A made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1133 holding.
DiNuzzo Private Wealth first reported a position in John Wiley & Sons Class A in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's John Wiley & Sons Class A position peaked at $649 in Q1 2024.
54 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.