IFP Advisors’s John Wiley & Sons Class A WLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-11
| Closed | -$337 | – | 5176 |
|
|
2025
Q4 | $337 | Buy |
11
+9
| +450% | +$317 | ﹤0.01% | 4376 |
|
|
2025
Q3 | $81 | Buy |
+2
| New | +$81 | ﹤0.01% | 4579 |
|
|
2025
Q2 | – | Hold |
0
| – | – | – | 3241 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 3784 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3932 |
|
|
2023
Q4 | – | Sell |
-571
| Closed | -$21.2K | – | 3363 |
|
|
2023
Q3 | $21.2K | Hold |
571
| – | – | ﹤0.01% | 1919 |
|
|
2023
Q2 | $19.4K | Hold |
571
| – | – | ﹤0.01% | 2014 |
|
|
2023
Q1 | $38.8K | Sell |
571
-123
| -18% | -$5.24K | ﹤0.01% | 1703 |
|
|
2022
Q4 | $48K | Sell |
694
-674
| -49% | -$28.2K | ﹤0.01% | 2282 |
|
|
2022
Q3 | $93K | Hold |
1,368
| – | – | ﹤0.01% | 1902 |
|
|
2022
Q2 | $93K | Hold |
1,368
| – | – | ﹤0.01% | 1730 |
|
|
2022
Q1 | $93K | Buy |
1,368
+797
| +140% | +$41.9K | ﹤0.01% | 1730 |
|
|
2021
Q4 | $33K | Hold |
571
| – | – | ﹤0.01% | 1729 |
|
|
2021
Q3 | $30K | Hold |
571
| – | – | ﹤0.01% | 1805 |
|
|
2021
Q2 | $34K | Hold |
571
| – | – | ﹤0.01% | 1695 |
|
|
2021
Q1 | $31K | Sell |
571
-238
| -29% | -$12.1K | ﹤0.01% | 1654 |
|
|
2020
Q4 | $37K | Sell |
809
-16
| -2% | -$580 | ﹤0.01% | 1557 |
|
|
2020
Q3 | $27K | Buy |
825
+116
| +16% | +$3.93K | ﹤0.01% | 1527 |
|
|
2020
Q2 | $28K | Buy |
709
+300
| +73% | +$11.5K | ﹤0.01% | 1455 |
|
|
2020
Q1 | $15K | Buy |
409
+391
| +2,172% | +$16.4K | ﹤0.01% | 1621 |
|
|
2019
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 2743 |
|
|
2019
Q3 | $1K | Buy |
+18
| New | +$803 | ﹤0.01% | 2954 |
|
|
2019
Q1 | – | Sell |
-6
| Closed | – | – | 3472 |
|
|
2018
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 3893 |
|
|
2018
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 4039 |
|
|
2018
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 4073 |
|
|
2018
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 3839 |
|
|
2017
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 4124 |
|
|
2017
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 4226 |
|
|
2017
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 4231 |
|
|
2017
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 4144 |
|
|
2016
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 4151 |
|
|
2016
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 4058 |
|
|
2016
Q2 | $0 | Buy |
+6
| New | +$303 | ﹤0.01% | 4097 |
|
Other funds holding WLY
SAM
IFP Advisors's WLY Position: Q1 2026 in Review
IFP Advisors sold out of John Wiley & Sons Class A (WLY) in Q1 2026, closing a stake of 11 shares — an estimated $337 sold.
IFP Advisors first reported a position in WLY in Q2 2016 and held it in 30 quarters. The position peaked at $93K in Q3 2022. 249 funds tracked by Wall St. Rank hold WLY as of Q1 2026.
- IFP Advisors reported no remaining John Wiley & Sons Class A position as of Q1 2026 after selling out during the quarter.
- IFP Advisors sold 11 John Wiley & Sons Class A shares in Q1 2026, an estimated $337.
- IFP Advisors first reported a position in John Wiley & Sons Class A in Q2 2016 and held it in 30 quarters.
- IFP Advisors's John Wiley & Sons Class A position peaked at $93K in Q3 2022.
- 249 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.
Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.