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Global Retirement Partners’s John Wiley & Sons Class A WLY Stock Holding History

Global Retirement Partners’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 		$8.1K Buy
+167
New +$7.02K ﹤0.01% 3498
2025
Q4 		$3.95K Sell
129
-556
-81% -$19.6K ﹤0.01% 3511
2025
Q3 		$27.7K Hold
685
– – ﹤0.01% 2236
2025
Q2 		$30.6K Buy
+685
New +$28.9K ﹤0.01% 2050
2024
Q4 		$33.9K Sell
775
-6
-0.8% -$294 ﹤0.01% 1812
2024
Q3 		$37.7K Buy
781
+53
+7% +$2.43K ﹤0.01% 1691
2024
Q2 		$29.6K Buy
728
+251
+53% +$9.56K ﹤0.01% 1795
2024
Q1 		$18.2K Buy
477
+54
+13% +$1.85K ﹤0.01% 1858
2023
Q4 		$13.9K Sell
423
-212
-33% -$6.63K ﹤0.01% 1928
2023
Q3 		$22.5K Buy
635
+83
+15% +$2.94K ﹤0.01% 1597
2023
Q2 		$18.8K Sell
552
-14
-2% -$510 ﹤0.01% 1688
2023
Q1 		$20.5K Buy
566
+137
+32% +$5.84K ﹤0.01% 1629
2022
Q4 		$17.2K Sell
429
-378
-47% -$15.8K ﹤0.01% 1543
2022
Q3 		$34K Sell
807
-203
-20% -$9.65K ﹤0.01% 1167
2022
Q2 		$48K Sell
1,010
-12
-1% -$613 ﹤0.01% 1010
2022
Q1 		$52K Buy
+1,022
New +$53.7K ﹤0.01% 985
2021
Q4 		– Sell
-135
Closed -$7K – 1812
2021
Q3 		$7K Buy
+135
New +$7.74K ﹤0.01% 1538
2017
Q3 		– Sell
-61
Closed -$3K – 1256
2017
Q2 		$3K Buy
61
+1
+2% +$52 ﹤0.01% 1040
2017
Q1 		$3K Hold
60
– – ﹤0.01% 998
2016
Q4 		$3K Buy
+60
New +$3.2K ﹤0.01% 931

Other funds holding WLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
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

Global Retirement Partners's WLY Position: Q2 2026 in Review

Global Retirement Partners opened a new position in John Wiley & Sons Class A (WLY) in Q2 2026: 167 shares worth $8.1K. The stake represents ﹤0.01% of the portfolio and ranks #3498 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in WLY as recently as Q4 2025.

Global Retirement Partners first reported a position in WLY in Q4 2016 and has held it in 20 quarters since. The position peaked at $52K in Q1 2022. 266 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • Global Retirement Partners held 167 shares of John Wiley & Sons Class A worth $8.1K as of Q2 2026.
  • John Wiley & Sons Class A was a new Global Retirement Partners position in Q2 2026.
  • John Wiley & Sons Class A made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3498 holding.
  • Global Retirement Partners first reported a position in John Wiley & Sons Class A in Q4 2016 and has held it in 20 quarters since.
  • Global Retirement Partners's John Wiley & Sons Class A position peaked at $52K in Q1 2022.
  • 266 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.