DiNuzzo Private Wealth
WLY icon

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
Q3 		$430 Hold
9
– – ﹤0.01% 1144
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

LSV Asset Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Access Investment Management
Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

DiNuzzo Private Wealth's WLY Position: Q3 2026 in Review

DiNuzzo Private Wealth held its John Wiley & Sons Class A (WLY) position steady in Q3 2026 at 9 shares worth $430. The position accounts for ﹤0.01% of the portfolio, ranked #1144.

DiNuzzo Private Wealth first reported a position in WLY in Q4 2023 and has held it in 12 quarters since. The position peaked at $649 in Q1 2024. 121 funds tracked by Wall St. Rank hold WLY as of Q3 2026.

  • DiNuzzo Private Wealth held 9 shares of John Wiley & Sons Class A worth $430 as of Q3 2026.
  • DiNuzzo Private Wealth left its John Wiley & Sons Class A share count unchanged in Q3 2026.
  • John Wiley & Sons Class A made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #1144 holding.
  • DiNuzzo Private Wealth first reported a position in John Wiley & Sons Class A in Q4 2023 and has held it in 12 quarters since.
  • DiNuzzo Private Wealth's John Wiley & Sons Class A position peaked at $649 in Q1 2024.
  • 121 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.