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Kestra Advisory Services’s John Wiley & Sons Class A WLY Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-2,573
Closed -$78.8K – 4399
2025
Q4 		$78.8K Buy
+2,573
New +$90.6K ﹤0.01% 3608

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VPM
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Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Kestra Advisory Services's WLY Position: Q1 2026 in Review

Kestra Advisory Services sold out of John Wiley & Sons Class A (WLY) in Q1 2026, closing a stake of 2,573 shares — an estimated $78.8K sold.

Kestra Advisory Services first reported a position in WLY in Q4 2025 and held it in 1 quarter. The position peaked at $78.8K in Q4 2025. 248 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

  • Kestra Advisory Services reported no remaining John Wiley & Sons Class A position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,573 John Wiley & Sons Class A shares in Q1 2026, an estimated $78.8K.
  • Kestra Advisory Services first reported a position in John Wiley & Sons Class A in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's John Wiley & Sons Class A position peaked at $78.8K in Q4 2025.
  • 248 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.