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
2026 Q2	$471K	Buy	9,703 +220	+2%	+$9.25K	﹤0.01%	1509
2026 Q1	$361K	Buy	9,483 +3,704	+64%	+$120K	﹤0.01%	1472
2025 Q4	$221K	Buy	5,779 +266	+5%	+$9.37K	﹤0.01%	1719
2025 Q3	$223K	Buy	5,513 +298	+6%	+$12K	﹤0.01%	1635
2025 Q2	$233K	Buy	+5,215	New	+$220K	﹤0.01%	1457
2023 Q4	–	Sell	-13,807	Closed	-$513K	–	1447
2023 Q3	$513K	Buy	13,807 +1,126	+9%	+$39.9K	﹤0.01%	740
2023 Q2	$432K	Sell	12,681 -12,960	-51%	-$472K	﹤0.01%	784
2023 Q1	$994K	Buy	25,641 +235	+0.9%	+$10K	0.01%	483
2022 Q4	$1.02M	Buy	25,406 +7,613	+43%	+$319K	0.01%	411
2022 Q3	$668K	Buy	17,793 +2,993	+20%	+$142K	0.01%	470
2022 Q2	$706K	Buy	+14,800	New	+$756K	0.01%	436

Other funds holding WLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Lido Advisors's WLY Position: Q2 2026 in Review

Lido Advisors increased its John Wiley & Sons Class A (WLY) stake by 2.3% in Q2 2026, buying an estimated $9.25K and bringing the position to 9,703 shares worth $471K. The position accounts for ﹤0.01% of the portfolio, ranked #1509.

Lido Advisors first reported a position in WLY in Q2 2022 and has held it in 11 quarters since. The position peaked at $1.02M in Q4 2022. 267 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

Lido Advisors held 9,703 shares of John Wiley & Sons Class A worth $471K as of Q2 2026.
Lido Advisors bought 220 John Wiley & Sons Class A shares in Q2 2026, an estimated $9.25K.
John Wiley & Sons Class A made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1509 holding.
Lido Advisors first reported a position in John Wiley & Sons Class A in Q2 2022 and has held it in 11 quarters since.
Lido Advisors's John Wiley & Sons Class A position peaked at $1.02M in Q4 2022.
267 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.