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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
Q2 		$292 Hold
6
– – ﹤0.01% 833
2026
Q1 		$229 Buy
+6
New +$194 ﹤0.01% 830

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Gilpin Wealth Management's WLY Position: Q2 2026 in Review

Gilpin Wealth Management held its John Wiley & Sons Class A (WLY) position steady in Q2 2026 at 6 shares worth $292. The position accounts for ﹤0.01% of the portfolio, ranked #833.

Gilpin Wealth Management first reported a position in WLY in Q1 2026 and has held it in 2 quarters since. 265 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • Gilpin Wealth Management held 6 shares of John Wiley & Sons Class A worth $292 as of Q2 2026.
  • Gilpin Wealth Management left its John Wiley & Sons Class A share count unchanged in Q2 2026.
  • John Wiley & Sons Class A made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #833 holding.
  • Gilpin Wealth Management first reported a position in John Wiley & Sons Class A in Q1 2026 and has held it in 2 quarters since.
  • 265 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.