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

GK 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 		$3.55K Buy
+74
New +$3.75K ﹤0.01% 1169

Other funds holding WLY

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Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return
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Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
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
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

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

GK Wealth Management opened a new position in John Wiley & Sons Class A (WLY) in Q3 2026: 74 shares worth $3.55K. The stake represents ﹤0.01% of the portfolio and ranks #1169 among its holdings.

10 funds tracked by Wall St. Rank hold WLY as of Q3 2026.

  • GK Wealth Management held 74 shares of John Wiley & Sons Class A worth $3.55K as of Q3 2026.
  • John Wiley & Sons Class A was a new GK Wealth Management position in Q3 2026.
  • John Wiley & Sons Class A made up ﹤0.01% of GK Wealth Management's portfolio in Q3 2026, its #1169 holding.
  • 10 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2026.

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