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JPL Wealth Management’s John Wiley & Sons Class A WLY Stock Holding History

JPL Wealth Management’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 		$1.84K Hold
38
– – ﹤0.01% 1105
2026
Q1 		$1.45K Buy
+38
New +$1.23K ﹤0.01% 1077
2025
Q4 		– Sell
-5
Closed -$203 – 1131
2025
Q3 		$203 Buy
+5
New +$202 ﹤0.01% 1145

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 $3.37T 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

JPL Wealth Management's WLY Position: Q2 2026 in Review

JPL Wealth Management held its John Wiley & Sons Class A (WLY) position steady in Q2 2026 at 38 shares worth $1.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

JPL Wealth Management first reported a position in WLY in Q3 2025 and has held it in 3 quarters since. 267 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • JPL Wealth Management held 38 shares of John Wiley & Sons Class A worth $1.84K as of Q2 2026.
  • JPL Wealth Management left its John Wiley & Sons Class A share count unchanged in Q2 2026.
  • John Wiley & Sons Class A made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1105 holding.
  • JPL Wealth Management first reported a position in John Wiley & Sons Class A in Q3 2025 and has held it in 3 quarters since.
  • 267 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.