Integrated Wealth Concepts’s John Wiley & Sons Class A WLY Stock Holding History

Integrated Wealth Concepts’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	$10.2K	Buy	+210	New	+$8.83K	﹤0.01%	4542

Other funds holding WLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Integrated Wealth Concepts's WLY Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in John Wiley & Sons Class A (WLY) in Q2 2026: 210 shares worth $10.2K. The stake represents ﹤0.01% of the portfolio and ranks #4542 among its holdings.

266 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

Integrated Wealth Concepts held 210 shares of John Wiley & Sons Class A worth $10.2K as of Q2 2026.
John Wiley & Sons Class A was a new Integrated Wealth Concepts position in Q2 2026.
John Wiley & Sons Class A made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4542 holding.
266 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.