FFA
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Farther Finance Advisors’s John Wiley & Sons Class A WLY Stock Holding History

Farther Finance 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 		$3.79K Sell
98
-134
-58% -$4.34K ﹤0.01% 4633
2025
Q4 		$7.11K Sell
232
-12
-5% -$423 ﹤0.01% 4123
2025
Q3 		$9.88K Sell
244
-243
-50% -$9.81K ﹤0.01% 3452
2025
Q2 		$21.7K Buy
487
+438
+894% +$18.5K ﹤0.01% 2629
2025
Q1 		$2.21K Buy
49
+32
+188% +$1.35K ﹤0.01% 3351
2024
Q4 		$743 Hold
17
– – ﹤0.01% 3342
2024
Q3 		$820 Sell
17
-160
-90% -$7.35K ﹤0.01% 3301
2024
Q2 		$7.2K Buy
177
+162
+1,080% +$6.17K ﹤0.01% 2215
2024
Q1 		$576 Sell
15
-15
-50% -$513 ﹤0.01% 2973
2023
Q4 		$952 Buy
+30
New +$938 ﹤0.01% 2757

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