Farmers & Merchants Investments Inc’s John Wiley & Sons Class A WLY Stock Holding History

Farmers & Merchants Investments Inc’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	$970	Hold	20	–	–	﹤0.01%	1532
2026 Q1	$762	Hold	20	–	–	﹤0.01%	1558
2025 Q4	$613	Hold	20	–	–	﹤0.01%	1583
2025 Q3	$809	Hold	20	–	–	﹤0.01%	1533
2025 Q2	$893	Hold	20	–	–	﹤0.01%	1478
2025 Q1	$891	Hold	20	–	–	﹤0.01%	1477
2024 Q4	$874	Hold	20	–	–	﹤0.01%	1523
2024 Q3	$965	Hold	20	–	–	﹤0.01%	1498
2024 Q2	$814	Hold	20	–	–	﹤0.01%	1525
2024 Q1	$763	Hold	20	–	–	﹤0.01%	1516
2023 Q4	$635	Hold	20	–	–	﹤0.01%	1577
2023 Q3	$743	Hold	20	–	–	﹤0.01%	1482
2023 Q2	$681	Hold	20	–	–	﹤0.01%	1512
2023 Q1	$775	Hold	20	–	–	﹤0.01%	1470
2022 Q4	$801	Hold	20	–	–	﹤0.01%	1472
2022 Q3	$1K	Buy	+20	New	+$950	﹤0.01%	1494
2016 Q1	–	Sell	-307	Closed	-$14K	–	768
2015 Q4	$14K	Buy	307 +180	+142%	+$8.92K	﹤0.01%	425
2015 Q3	$6K	Hold	127	–	–	﹤0.01%	575
2015 Q2	$7K	Hold	127	–	–	﹤0.01%	574
2015 Q1	$8K	Buy	+127	New	+$7.8K	﹤0.01%	566
2014 Q4	–	Sell	-117	Closed	-$7K	–	700
2014 Q3	$7K	Hold	117	–	–	﹤0.01%	583
2014 Q2	$7K	Sell	117 -40	-25%	-$2.27K	﹤0.01%	560
2014 Q1	$9K	Hold	157	–	–	﹤0.01%	517
2013 Q4	$9K	Hold	157	–	–	﹤0.01%	525
2013 Q3	$7K	Buy	+157	New	+$7.02K	﹤0.01%	525

Other funds holding WLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AIM

Access Investment Management Atlanta, Georgia $391M AUM 21.6% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Farmers & Merchants Investments Inc's WLY Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its John Wiley & Sons Class A (WLY) position steady in Q2 2026 at 20 shares worth $970. The position accounts for ﹤0.01% of the portfolio, ranked #1532.

Farmers & Merchants Investments Inc first reported a position in WLY in Q3 2013 and has held it in 25 quarters since. The position peaked at $14K in Q4 2015. 113 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

Farmers & Merchants Investments Inc held 20 shares of John Wiley & Sons Class A worth $970 as of Q2 2026.
Farmers & Merchants Investments Inc left its John Wiley & Sons Class A share count unchanged in Q2 2026.
John Wiley & Sons Class A made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #1532 holding.
Farmers & Merchants Investments Inc first reported a position in John Wiley & Sons Class A in Q3 2013 and has held it in 25 quarters since.
Farmers & Merchants Investments Inc's John Wiley & Sons Class A position peaked at $14K in Q4 2015.
113 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.