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

Dogwood Wealth Management’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
2025
Q4 		– Sell
-39
Closed -$1.58K – 826
2025
Q3 		$1.58K Sell
39
-63
-62% -$2.54K ﹤0.01% 559
2025
Q2 		$4.35K Buy
+102
New +$4.3K ﹤0.01% 478

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
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Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dogwood Wealth Management's WLY Position: Q4 2025 in Review

Dogwood Wealth Management sold out of John Wiley & Sons Class A (WLY) in Q4 2025, closing a stake of 39 shares — an estimated $1.58K sold.

Dogwood Wealth Management first reported a position in WLY in Q2 2025 and held it in 2 quarters. The position peaked at $4.35K in Q2 2025. 235 funds tracked by Wall St. Rank hold WLY as of Q4 2025.

  • Dogwood Wealth Management reported no remaining John Wiley & Sons Class A position as of Q4 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 39 John Wiley & Sons Class A shares in Q4 2025, an estimated $1.58K.
  • Dogwood Wealth Management first reported a position in John Wiley & Sons Class A in Q2 2025 and held it in 2 quarters.
  • Dogwood Wealth Management's John Wiley & Sons Class A position peaked at $4.35K in Q2 2025.
  • 235 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2025.

Based on Dogwood Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.