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GAMMA Investing’s John Wiley & Sons Class A WLY Stock Holding History

GAMMA Investing’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 		$172K Buy
3,601
+378
+12% +$19.2K 0.01% 1453
2026
Q2 		$156K Buy
3,223
+465
+17% +$19.6K 0.01% 1463
2026
Q1 		$105K Buy
2,758
+1,074
+64% +$34.8K ﹤0.01% 1635
2025
Q4 		$51.6K Buy
1,684
+479
+40% +$16.9K ﹤0.01% 2064
2025
Q3 		$48.8K Buy
1,205
+25
+2% +$1.01K ﹤0.01% 2010
2025
Q2 		$52.7K Sell
1,180
-384
-25% -$16.2K ﹤0.01% 1906
2025
Q1 		$69.7K Buy
1,564
+412
+36% +$17.4K 0.01% 1538
2024
Q4 		$50.4K Sell
1,152
-35
-3% -$1.72K ﹤0.01% 1655
2024
Q3 		$57.3K Buy
1,187
+334
+39% +$15.3K 0.01% 1389
2024
Q2 		$34.7K Buy
853
+99
+13% +$3.77K ﹤0.01% 1454
2024
Q1 		$28.8K Buy
754
+371
+97% +$12.7K 0.01% 1404
2023
Q4 		$13K Buy
+383
New +$12K ﹤0.01% 1756

Other funds holding WLY

SBCM
Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

GAMMA Investing's WLY Position: Q3 2026 in Review

GAMMA Investing increased its John Wiley & Sons Class A (WLY) stake by 12% in Q3 2026, buying an estimated $19.2K and bringing the position to 3,601 shares worth $172K. The position accounts for 0.01% of the portfolio, ranked #1453.

GAMMA Investing first reported a position in WLY in Q4 2023 and has held it in 12 quarters since. 10 funds tracked by Wall St. Rank hold WLY as of Q3 2026.

  • GAMMA Investing held 3,601 shares of John Wiley & Sons Class A worth $172K as of Q3 2026.
  • GAMMA Investing bought 378 John Wiley & Sons Class A shares in Q3 2026, an estimated $19.2K.
  • John Wiley & Sons Class A made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #1453 holding.
  • GAMMA Investing first reported a position in John Wiley & Sons Class A in Q4 2023 and has held it in 12 quarters since.
  • 10 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.