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Essential Partners’s John Wiley & Sons Class A WLY Stock Holding History

Essential Partners’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 		$4.71K Sell
97
-18
-16% -$757 ﹤0.01% 1571
2026
Q1 		$4.38K Sell
115
-21
-15% -$681 ﹤0.01% 1641
2025
Q4 		$4.17K Buy
136
+86
+172% +$3.03K ﹤0.01% 1503
2025
Q3 		$2.02K Buy
+50
New +$2.02K ﹤0.01% 1787

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 $3.38T AUM 44.17% 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

Essential Partners's WLY Position: Q2 2026 in Review

Essential Partners reduced its John Wiley & Sons Class A (WLY) stake by 16% in Q2 2026, selling an estimated $757 and leaving 97 shares worth $4.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1571.

Essential Partners first reported a position in WLY in Q3 2025 and has held it in 4 quarters since. 266 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • Essential Partners held 97 shares of John Wiley & Sons Class A worth $4.71K as of Q2 2026.
  • Essential Partners sold 18 John Wiley & Sons Class A shares in Q2 2026, an estimated $757.
  • John Wiley & Sons Class A made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1571 holding.
  • Essential Partners first reported a position in John Wiley & Sons Class A in Q3 2025 and has held it in 4 quarters since.
  • 266 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.