EWA
WLY icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return