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	–	3367
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	–	–	3484
2018 Q4	$0	Hold	6	–	–	﹤0.01%	3904
2018 Q3	$0	Hold	6	–	–	﹤0.01%	4044
2018 Q2	$0	Hold	6	–	–	﹤0.01%	4084
2018 Q1	$0	Hold	6	–	–	﹤0.01%	3851
2017 Q4	$0	Hold	6	–	–	﹤0.01%	4127
2017 Q3	$0	Hold	6	–	–	﹤0.01%	4229
2017 Q2	$0	Hold	6	–	–	﹤0.01%	4234
2017 Q1	$0	Hold	6	–	–	﹤0.01%	4148
2016 Q4	$0	Hold	6	–	–	﹤0.01%	4154
2016 Q3	$0	Hold	6	–	–	﹤0.01%	4060
2016 Q2	$0	Buy	+6	New	+$303	﹤0.01%	4100