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Farther Finance Advisors’s John Wiley & Sons Class B WLYB Stock Holding History

Farther Finance Advisors’s Portfolio WLYB Stock Details WLYB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-32
Closed -$1.29K – 5604
2025
Q3 		$1.29K Sell
32
-54
-63% -$2.18K ﹤0.01% 4291
2025
Q2 		$3.88K Buy
+86
New +$3.6K ﹤0.01% 3455

Other funds holding WLYB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CS
Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Farther Finance Advisors's WLYB Position: Q4 2025 in Review

Farther Finance Advisors sold out of John Wiley & Sons Class B (WLYB) in Q4 2025, closing a stake of 32 shares — an estimated $1.29K sold.

Farther Finance Advisors first reported a position in WLYB in Q2 2025 and held it in 2 quarters. The position peaked at $3.88K in Q2 2025. 12 funds tracked by Wall St. Rank hold WLYB as of Q4 2025.

  • Farther Finance Advisors reported no remaining John Wiley & Sons Class B position as of Q4 2025 after selling out during the quarter.
  • Farther Finance Advisors sold 32 John Wiley & Sons Class B shares in Q4 2025, an estimated $1.29K.
  • Farther Finance Advisors first reported a position in John Wiley & Sons Class B in Q2 2025 and held it in 2 quarters.
  • Farther Finance Advisors's John Wiley & Sons Class B position peaked at $3.88K in Q2 2025.
  • 12 funds tracked by Wall St. Rank held John Wiley & Sons Class B as of Q4 2025.

Based on Farther Finance Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.