Jones Financial Companies
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Jones Financial Companies’s John Wiley & Sons Class A WLY Stock Holding History

Jones Financial Companies’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 		$4.77K Buy
99
+40
+68% +$1.68K ﹤0.01% 4108
2026
Q1 		$2.22K Hold
59
– – ﹤0.01% 4123
2025
Q4 		$1.81K Sell
59
-104
-64% -$3.66K ﹤0.01% 3845
2025
Q3 		$6.5K Hold
163
– – ﹤0.01% 3264
2025
Q2 		$7.36K Sell
163
-29
-15% -$1.22K ﹤0.01% 2985
2025
Q1 		$8.53K Buy
192
+19
+11% +$803 ﹤0.01% 2772
2024
Q4 		$7.56K Buy
173
+66
+62% +$3.24K ﹤0.01% 2630
2024
Q3 		$5.14K Buy
+107
New +$4.91K ﹤0.01% 2434

Other funds holding WLY

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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

Jones Financial Companies's WLY Position: Q2 2026 in Review

Jones Financial Companies increased its John Wiley & Sons Class A (WLY) stake by 68% in Q2 2026, buying an estimated $1.68K and bringing the position to 99 shares worth $4.77K. The position accounts for ﹤0.01% of the portfolio, ranked #4108.

Jones Financial Companies first reported a position in WLY in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.53K in Q1 2025. 266 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • Jones Financial Companies held 99 shares of John Wiley & Sons Class A worth $4.77K as of Q2 2026.
  • Jones Financial Companies bought 40 John Wiley & Sons Class A shares in Q2 2026, an estimated $1.68K.
  • John Wiley & Sons Class A made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4108 holding.
  • Jones Financial Companies first reported a position in John Wiley & Sons Class A in Q3 2024 and has held it in 8 quarters since.
  • Jones Financial Companies's John Wiley & Sons Class A position peaked at $8.53K in Q1 2025.
  • 266 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.