Financial Consulate’s John Wiley & Sons Class A WLY Stock Holding History

Financial Consulate’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	$144	Buy	+3	New	+$152	﹤0.01%	1751

Other funds holding WLY

Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Financial Consulate's WLY Position: Q3 2026 in Review

Financial Consulate opened a new position in John Wiley & Sons Class A (WLY) in Q3 2026: 3 shares worth $144. The stake represents ﹤0.01% of the portfolio and ranks #1751 among its holdings.

46 funds tracked by Wall St. Rank hold WLY as of Q3 2026.

Financial Consulate held 3 shares of John Wiley & Sons Class A worth $144 as of Q3 2026.
John Wiley & Sons Class A was a new Financial Consulate position in Q3 2026.
John Wiley & Sons Class A made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1751 holding.
46 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.