FFA
WLY icon

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
Q3 		$37.6K Buy
787
+241
+44% +$12.2K ﹤0.01% 3650
2026
Q2 		$26.5K Buy
546
+448
+457% +$18.8K ﹤0.01% 3768
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

SBCM
Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Farther Finance Advisors's WLY Position: Q3 2026 in Review

Farther Finance Advisors increased its John Wiley & Sons Class A (WLY) stake by 44% in Q3 2026, buying an estimated $12.2K and bringing the position to 787 shares worth $37.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3650.

Farther Finance Advisors first reported a position in WLY in Q4 2023 and has held it in 12 quarters since. 10 funds tracked by Wall St. Rank hold WLY as of Q3 2026.

  • Farther Finance Advisors held 787 shares of John Wiley & Sons Class A worth $37.6K as of Q3 2026.
  • Farther Finance Advisors bought 241 John Wiley & Sons Class A shares in Q3 2026, an estimated $12.2K.
  • John Wiley & Sons Class A made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3650 holding.
  • Farther Finance Advisors first reported a position in John Wiley & Sons Class A in Q4 2023 and has held it in 12 quarters since.
  • 10 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.