Gallagher Fiduciary Advisors’s John Wiley & Sons Class A WLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$597K Buy
13,366
+2,448
+22% +$109K 0.02% 150
2025
Q1
$486K Buy
10,918
+690
+7% +$30.7K 0.02% 158
2024
Q4
$447K Buy
10,228
+1,545
+18% +$67.5K 0.09% 158
2024
Q3
$419K Buy
8,683
+2,098
+32% +$101K 0.08% 140
2024
Q2
$268K Buy
+6,585
New +$268K 0.06% 175