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Harbour Investments’s John Wiley & Sons Class A WLY Stock Holding History

Harbour Investments’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 		$146 Buy
+3
New +$126 ﹤0.01% 4578
2021
Q3 		– Sell
-116
Closed -$7K – 4021
2021
Q2 		$7K Sell
116
-5
-4% -$297 ﹤0.01% 2939
2021
Q1 		$7K Buy
+121
New +$6.15K ﹤0.01% 2798

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

Harbour Investments's WLY Position: Q2 2026 in Review

Harbour Investments opened a new position in John Wiley & Sons Class A (WLY) in Q2 2026: 3 shares worth $146. The stake represents ﹤0.01% of the portfolio and ranks #4578 among its holdings. This is a return to the name: Harbour Investments previously reported a position in WLY as recently as Q2 2021.

Harbour Investments first reported a position in WLY in Q1 2021 and has held it in 3 quarters since. The position peaked at $7K in Q2 2021. 266 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • Harbour Investments held 3 shares of John Wiley & Sons Class A worth $146 as of Q2 2026.
  • John Wiley & Sons Class A was a new Harbour Investments position in Q2 2026.
  • John Wiley & Sons Class A made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #4578 holding.
  • Harbour Investments first reported a position in John Wiley & Sons Class A in Q1 2021 and has held it in 3 quarters since.
  • Harbour Investments's John Wiley & Sons Class A position peaked at $7K in Q2 2021.
  • 266 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.