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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$301K Buy
6,741
+885
+15% +$39.5K ﹤0.01% 1018
2025
Q1 		$261K Buy
+5,856
New +$261K ﹤0.01% 990