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Gilpin Wealth Management’s John Wiley & Sons Class A WLY Stock Holding History

Gilpin Wealth Management’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 		$287 Hold
6
– – ﹤0.01% 1019
2026
Q2 		$292 Hold
6
– – ﹤0.01% 833
2026
Q1 		$229 Buy
+6
New +$194 ﹤0.01% 830

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GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 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
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Gilpin Wealth Management's WLY Position: Q3 2026 in Review

Gilpin Wealth Management held its John Wiley & Sons Class A (WLY) position steady in Q3 2026 at 6 shares worth $287. The position accounts for ﹤0.01% of the portfolio, ranked #1019.

Gilpin Wealth Management first reported a position in WLY in Q1 2026 and has held it in 3 quarters since. The position peaked at $292 in Q2 2026. 10 funds tracked by Wall St. Rank hold WLY as of Q3 2026.

  • Gilpin Wealth Management held 6 shares of John Wiley & Sons Class A worth $287 as of Q3 2026.
  • Gilpin Wealth Management left its John Wiley & Sons Class A share count unchanged in Q3 2026.
  • John Wiley & Sons Class A made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1019 holding.
  • Gilpin Wealth Management first reported a position in John Wiley & Sons Class A in Q1 2026 and has held it in 3 quarters since.
  • Gilpin Wealth Management's John Wiley & Sons Class A position peaked at $292 in Q2 2026.
  • 10 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.