LPL Financial
WLY icon

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

LPL Financial’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 		$279K Buy
+5,742
New +$241K ﹤0.01% 5509
2025
Q4 		– Sell
-17,187
Closed -$696K – 6081
2025
Q3 		$696K Sell
17,187
-469
-3% -$18.9K ﹤0.01% 4352
2025
Q2 		$788K Buy
17,656
+1,443
+9% +$60.8K ﹤0.01% 3969
2025
Q1 		$722K Buy
16,213
+2,293
+16% +$96.9K ﹤0.01% 3821
2024
Q4 		$608K Sell
13,920
-235
-2% -$11.5K ﹤0.01% 3922
2024
Q3 		$683K Buy
14,155
+729
+5% +$33.5K ﹤0.01% 3736
2024
Q2 		$546K Buy
13,426
+5,098
+61% +$194K ﹤0.01% 3803
2024
Q1 		$318K Buy
8,328
+1,927
+30% +$66K ﹤0.01% 4153
2023
Q4 		$203K Buy
6,401
+461
+8% +$14.4K ﹤0.01% 4384
2023
Q3 		$221K Buy
+5,940
New +$211K ﹤0.01% 4160

Other funds holding WLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AIM
Access Investment Management Atlanta, Georgia $391M AUM 21.6% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

LPL Financial's WLY Position: Q2 2026 in Review

LPL Financial opened a new position in John Wiley & Sons Class A (WLY) in Q2 2026: 5,742 shares worth $279K. The stake represents ﹤0.01% of the portfolio and ranks #5509 among its holdings. This is a return to the name: LPL Financial previously reported a position in WLY as recently as Q3 2025.

LPL Financial first reported a position in WLY in Q3 2023 and has held it in 10 quarters since. The position peaked at $788K in Q2 2025. 104 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • LPL Financial held 5,742 shares of John Wiley & Sons Class A worth $279K as of Q2 2026.
  • John Wiley & Sons Class A was a new LPL Financial position in Q2 2026.
  • John Wiley & Sons Class A made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5509 holding.
  • LPL Financial first reported a position in John Wiley & Sons Class A in Q3 2023 and has held it in 10 quarters since.
  • LPL Financial's John Wiley & Sons Class A position peaked at $788K in Q2 2025.
  • 104 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.