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

EP Wealth Advisors’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 		$370K Buy
7,625
+1,592
+26% +$66.9K ﹤0.01% 1181
2026
Q1 		$230K Buy
+6,033
New +$196K ﹤0.01% 1324
2025
Q2 		$301K Buy
6,741
+885
+15% +$37.3K ﹤0.01% 1018
2025
Q1 		$261K Buy
+5,856
New +$247K ﹤0.01% 990

Other funds holding WLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

EP Wealth Advisors's WLY Position: Q2 2026 in Review

EP Wealth Advisors increased its John Wiley & Sons Class A (WLY) stake by 26% in Q2 2026, buying an estimated $66.9K and bringing the position to 7,625 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

EP Wealth Advisors first reported a position in WLY in Q1 2025 and has held it in 4 quarters since. 267 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • EP Wealth Advisors held 7,625 shares of John Wiley & Sons Class A worth $370K as of Q2 2026.
  • EP Wealth Advisors bought 1,592 John Wiley & Sons Class A shares in Q2 2026, an estimated $66.9K.
  • John Wiley & Sons Class A made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1181 holding.
  • EP Wealth Advisors first reported a position in John Wiley & Sons Class A in Q1 2025 and has held it in 4 quarters since.
  • 267 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.