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 Q3	$4.97K	Buy	104 +49	+89%	+$2.48K	﹤0.01%	1563
2026 Q2	$2.67K	Buy	55 +33	+150%	+$1.39K	﹤0.01%	1364
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

Other funds holding WLY

CMF

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

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

SBCM

Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

ATC

Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return

Fortitude Family Office's WLY Position: Q3 2026 in Review

Fortitude Family Office increased its John Wiley & Sons Class A (WLY) stake by 89% in Q3 2026, buying an estimated $2.48K and bringing the position to 104 shares worth $4.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

Fortitude Family Office first reported a position in WLY in Q2 2025 and has held it in 5 quarters since. 21 funds tracked by Wall St. Rank hold WLY as of Q3 2026.

Fortitude Family Office held 104 shares of John Wiley & Sons Class A worth $4.97K as of Q3 2026.
Fortitude Family Office bought 49 John Wiley & Sons Class A shares in Q3 2026, an estimated $2.48K.
John Wiley & Sons Class A made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1563 holding.
Fortitude Family Office first reported a position in John Wiley & Sons Class A in Q2 2025 and has held it in 5 quarters since.
21 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.