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HFM Investment Advisors’s John Wiley & Sons Class A WLY Stock Holding History

HFM Investment Advisors’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 		$340 Buy
7
+5
+250% +$210 ﹤0.01% 1103
2026
Q1 		$76 Hold
2
– – ﹤0.01% 1143
2025
Q4 		$62 Sell
2
-1
-33% -$35 ﹤0.01% 1217
2025
Q3 		$121 Sell
3
-1
-25% -$40 ﹤0.01% 1118
2025
Q2 		$179 Buy
4
+2
+100% +$84 ﹤0.01% 1023
2025
Q1 		$90 Buy
+2
New +$85 ﹤0.01% 892

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 $3.38T AUM 44.17% 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

HFM Investment Advisors's WLY Position: Q2 2026 in Review

HFM Investment Advisors increased its John Wiley & Sons Class A (WLY) stake by 250% in Q2 2026, buying an estimated $210 and bringing the position to 7 shares worth $340. The position accounts for ﹤0.01% of the portfolio, ranked #1103.

HFM Investment Advisors first reported a position in WLY in Q1 2025 and has held it in 6 quarters since. 266 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • HFM Investment Advisors held 7 shares of John Wiley & Sons Class A worth $340 as of Q2 2026.
  • HFM Investment Advisors bought 5 John Wiley & Sons Class A shares in Q2 2026, an estimated $210.
  • John Wiley & Sons Class A made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #1103 holding.
  • HFM Investment Advisors first reported a position in John Wiley & Sons Class A in Q1 2025 and has held it in 6 quarters since.
  • 266 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.