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
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 – 1448
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 0.02% 411
2022
Q3 		$668K Buy
17,793
+2,993
+20% +$142K 0.01% 470
2022
Q2 		$706K Buy
+14,800
New +$756K 0.02% 436

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