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Fortitude Family Office’s John Wiley & Sons Class A WLY Stock Holding History

Fortitude Family Office’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 		$838 Buy
+22
New +$713 ﹤0.01% 1554
2025
Q4 		– Sell
-14
Closed -$567 – 2146
2025
Q3 		$567 Hold
14
– – ﹤0.01% 1760
2025
Q2 		$625 Buy
+14
New +$590 ﹤0.01% 1694

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VPM
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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 $269B 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

Fortitude Family Office's WLY Position: Q1 2026 in Review

Fortitude Family Office opened a new position in John Wiley & Sons Class A (WLY) in Q1 2026: 22 shares worth $838. The stake represents ﹤0.01% of the portfolio and ranks #1554 among its holdings. This is a return to the name: Fortitude Family Office previously reported a position in WLY as recently as Q3 2025.

Fortitude Family Office first reported a position in WLY in Q2 2025 and has held it in 3 quarters since. 248 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

  • Fortitude Family Office held 22 shares of John Wiley & Sons Class A worth $838 as of Q1 2026.
  • John Wiley & Sons Class A was a new Fortitude Family Office position in Q1 2026.
  • John Wiley & Sons Class A made up ﹤0.01% of Fortitude Family Office's portfolio in Q1 2026, its #1554 holding.
  • Fortitude Family Office first reported a position in John Wiley & Sons Class A in Q2 2025 and has held it in 3 quarters since.
  • 248 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on Fortitude Family Office's 13F filing for Q1 2026, filed 16 Apr 2026.