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

EverSource 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 		$6.4K Sell
132
-219
-62% -$9.21K ﹤0.01% 3158
2026
Q1 		$13.4K Buy
351
+48
+16% +$1.56K ﹤0.01% 2760
2025
Q4 		$9.28K Sell
303
-253
-46% -$8.91K ﹤0.01% 2839
2025
Q3 		$22.5K Sell
556
-8
-1% -$323 ﹤0.01% 2276
2025
Q2 		$25.2K Buy
564
+473
+520% +$19.9K ﹤0.01% 2119
2025
Q1 		$4.05K Buy
91
+55
+153% +$2.32K ﹤0.01% 2596
2024
Q4 		$1.57K Buy
36
+16
+80% +$785 ﹤0.01% 2803
2024
Q3 		$965 Hold
20
– – ﹤0.01% 2738
2024
Q2 		$955 Buy
+20
New +$762 ﹤0.01% 2751

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

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

EverSource Wealth Advisors reduced its John Wiley & Sons Class A (WLY) stake by 62% in Q2 2026, selling an estimated $9.21K and leaving 132 shares worth $6.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3158.

EverSource Wealth Advisors first reported a position in WLY in Q2 2024 and has held it in 9 quarters since. The position peaked at $25.2K in Q2 2025. 266 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • EverSource Wealth Advisors held 132 shares of John Wiley & Sons Class A worth $6.4K as of Q2 2026.
  • EverSource Wealth Advisors sold 219 John Wiley & Sons Class A shares in Q2 2026, an estimated $9.21K.
  • John Wiley & Sons Class A made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3158 holding.
  • EverSource Wealth Advisors first reported a position in John Wiley & Sons Class A in Q2 2024 and has held it in 9 quarters since.
  • EverSource Wealth Advisors's John Wiley & Sons Class A position peaked at $25.2K in Q2 2025.
  • 266 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.