Lido Advisors
WLY icon

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

Lido 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
Q2 		$233K Buy
2023
Q4 		– Sell
2023
Q3 		$513K Buy
2023
Q2 		$432K Sell
2023
Q1 		$994K Buy
2022
Q4 		$1.02M Buy
2022
Q3 		$668K Buy
2022
Q2 		$706K Buy