LRI Investments’s John Wiley & Sons Class A WLY Stock Holding History

LRI Investments’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	$146	Sell	3 -133	-98%	-$5.59K	﹤0.01%	1799
2026 Q1	$5.18K	Buy	136 +26	+24%	+$843	﹤0.01%	1086
2025 Q4	$3.37K	Hold	110	–	–	﹤0.01%	1113
2025 Q3	$4.45K	Hold	110	–	–	﹤0.01%	1072
2025 Q2	$4.91K	Buy	+110	New	+$4.63K	﹤0.01%	1026

Other funds holding WLY

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFC

Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

CCMINC

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LRI Investments's WLY Position: Q2 2026 in Review

LRI Investments reduced its John Wiley & Sons Class A (WLY) stake by 98% in Q2 2026, selling an estimated $5.59K and leaving 3 shares worth $146. The position accounts for ﹤0.01% of the portfolio, ranked #1799.

LRI Investments first reported a position in WLY in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.18K in Q1 2026. 63 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

LRI Investments held 3 shares of John Wiley & Sons Class A worth $146 as of Q2 2026.
LRI Investments sold 133 John Wiley & Sons Class A shares in Q2 2026, an estimated $5.59K.
John Wiley & Sons Class A made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1799 holding.
LRI Investments first reported a position in John Wiley & Sons Class A in Q2 2025 and has held it in 5 quarters since.
LRI Investments's John Wiley & Sons Class A position peaked at $5.18K in Q1 2026.
63 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.