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Larson Financial Group’s John Wiley & Sons Class A WLY Stock Holding History

Larson Financial Group’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
2025
Q3 		– Sell
-5
Closed -$223 – 3666
2025
Q2 		$223 Hold
5
– – ﹤0.01% 3042
2025
Q1 		$223 Hold
5
– – ﹤0.01% 2771
2024
Q4 		$219 Hold
5
– – ﹤0.01% 2416
2024
Q3 		$241 Hold
5
– – ﹤0.01% 2314
2024
Q2 		$204 Buy
+5
New +$191 ﹤0.01% 2063

Other funds holding WLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
SG Capital Management Chicago, Illinois $1.51B AUM 49.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Larson Financial Group's WLY Position: Q3 2025 in Review

Larson Financial Group sold out of John Wiley & Sons Class A (WLY) in Q3 2025, closing a stake of 5 shares — an estimated $223 sold.

Larson Financial Group first reported a position in WLY in Q2 2024 and held it in 5 quarters. The position peaked at $241 in Q3 2024. 251 funds tracked by Wall St. Rank hold WLY as of Q3 2025.

  • Larson Financial Group reported no remaining John Wiley & Sons Class A position as of Q3 2025 after selling out during the quarter.
  • Larson Financial Group sold 5 John Wiley & Sons Class A shares in Q3 2025, an estimated $223.
  • Larson Financial Group first reported a position in John Wiley & Sons Class A in Q2 2024 and held it in 5 quarters.
  • Larson Financial Group's John Wiley & Sons Class A position peaked at $241 in Q3 2024.
  • 251 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2025.

Based on Larson Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.