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LGT Financial Advisors’s John Wiley & Sons Class A WLY Stock Holding History

LGT Financial Advisors’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
-4
Closed -$179 – 647
2025
Q2 		$179 Buy
+4
New +$168 ﹤0.01% 529

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LGT Financial Advisors's WLY Position: Q3 2025 in Review

LGT Financial Advisors sold out of John Wiley & Sons Class A (WLY) in Q3 2025, closing a stake of 4 shares — an estimated $179 sold.

LGT Financial Advisors first reported a position in WLY in Q2 2025 and held it in 1 quarter. The position peaked at $179 in Q2 2025. 251 funds tracked by Wall St. Rank hold WLY as of Q3 2025.

  • LGT Financial Advisors reported no remaining John Wiley & Sons Class A position as of Q3 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 4 John Wiley & Sons Class A shares in Q3 2025, an estimated $179.
  • LGT Financial Advisors first reported a position in John Wiley & Sons Class A in Q2 2025 and held it in 1 quarter.
  • LGT Financial Advisors's John Wiley & Sons Class A position peaked at $179 in Q2 2025.
  • 251 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.