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

Evercore 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	-5,060	Closed	-$205K	–	439
2025 Q3	$205K	Hold	5,060	–	–	﹤0.01%	397
2025 Q2	$226K	Hold	5,060	–	–	﹤0.01%	376
2025 Q1	$225K	Hold	5,060	–	–	﹤0.01%	382
2024 Q4	$221K	Hold	5,060	–	–	﹤0.01%	387
2024 Q3	$244K	Hold	5,060	–	–	﹤0.01%	370
2024 Q2	$206K	Buy	+5,060	New	+$193K	﹤0.01%	392
2022 Q1	–	Sell	-3,564	Closed	-$204K	–	448
2021 Q4	$204K	Buy	+3,564	New	+$193K	﹤0.01%	410
2021 Q3	–	Sell	-3,564	Closed	-$215K	–	434
2021 Q2	$215K	Buy	+3,564	New	+$212K	﹤0.01%	410
2021 Q1	–	Sell	-4,412	Closed	-$202K	–	445
2020 Q4	$202K	Buy	+4,412	New	+$160K	﹤0.01%	415
2020 Q3	–	Sell	-5,550	Closed	-$216K	–	388
2020 Q2	$216K	Sell	5,550 -24	-0.4%	-$917	0.01%	351
2020 Q1	$209K	Sell	5,574 -121	-2%	-$5.08K	0.01%	340
2019 Q4	$276K	Hold	5,695	–	–	0.01%	351
2019 Q3	$250K	Sell	5,695 -225	-4%	-$10K	0.01%	359
2019 Q2	$271K	Hold	5,920	–	–	0.01%	354
2019 Q1	$262K	Hold	5,920	–	–	0.01%	353
2018 Q4	$278K	Buy	5,920 +1,057	+22%	+$56.9K	0.01%	322
2018 Q3	$295K	Hold	4,863	–	–	0.01%	346
2018 Q2	$303K	Sell	4,863 -1,132	-19%	-$75.2K	0.01%	326
2018 Q1	$382K	Sell	5,995 -50	-0.8%	-$3.24K	0.01%	272
2017 Q4	$398K	Hold	6,045	–	–	0.01%	279
2017 Q3	$323K	Hold	6,045	–	–	0.01%	309
2017 Q2	$319K	Sell	6,045 -675	-10%	-$35.3K	0.01%	315
2017 Q1	$362K	Sell	6,720 -35	-0.5%	-$1.9K	0.01%	299
2016 Q4	$368K	Hold	6,755	–	–	0.02%	280
2016 Q3	$349K	Sell	6,755 -2,000	-23%	-$110K	0.01%	293
2016 Q2	$457K	Sell	8,755 -2	-0%	-$101	0.02%	248
2016 Q1	$428K	Sell	8,757 -1	-0%	-$44	0.02%	260
2015 Q4	$395K	Hold	8,758	–	–	0.02%	276
2015 Q3	$439K	Hold	8,758	–	–	0.02%	269
2015 Q2	$477K	Hold	8,758	–	–	0.02%	279
2015 Q1	$535K	Sell	8,758 -2,000	-19%	-$123K	0.02%	263
2014 Q4	$635K	Sell	10,758 -400	-4%	-$23K	0.03%	212
2014 Q3	$626K	Hold	11,158	–	–	0.03%	235
2014 Q2	$675K	Hold	11,158	–	–	0.03%	232
2014 Q1	$643K	Hold	11,158	–	–	0.04%	231
2013 Q4	$614K	Hold	11,158	–	–	0.03%	237
2013 Q3	$531K	Sell	11,158 -110	-1%	-$4.92K	0.03%	271
2013 Q2	$450K	Buy	+11,268	New	+$438K	0.03%	291