MassMutual Private Wealth & Trust’s John Wiley & Sons Class A WLY Stock Holding History

MassMutual Private Wealth & Trust’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	$2.09K	Hold	43	–	–	﹤0.01%	1996
2026 Q1	$1.64K	Buy	43 +35	+438%	+$1.13K	﹤0.01%	2018
2025 Q4	$245	Hold	8	–	–	﹤0.01%	2309
2025 Q3	$324	Sell	8 -31	-79%	-$1.25K	﹤0.01%	2296
2025 Q2	$1.74K	Hold	39	–	–	﹤0.01%	1989
2025 Q1	$1.74K	Buy	39 +31	+388%	+$1.31K	﹤0.01%	1959
2024 Q4	$350	Hold	8	–	–	﹤0.01%	2201
2024 Q3	$386	Hold	8	–	–	﹤0.01%	2013
2024 Q2	$326	Hold	8	–	–	﹤0.01%	2014
2024 Q1	$305	Hold	8	–	–	﹤0.01%	1931
2023 Q4	$254	Sell	8 -17	-68%	-$532	﹤0.01%	1899
2023 Q3	$929	Buy	25 +8	+47%	+$284	﹤0.01%	1710
2023 Q2	$579	Buy	+17	New	+$619	﹤0.01%	1750
2023 Q1	–	Sell	-26	Closed	-$1K	–	1904
2022 Q4	$1K	Buy	+26	New	+$1.09K	﹤0.01%	1582
2022 Q3	–	Sell	-61	Closed	-$3K	–	1838
2022 Q2	$3K	Buy	+61	New	+$3.12K	﹤0.01%	1086

Other funds holding WLY

AIM

Access Investment Management Atlanta, Georgia $391M AUM 21.6% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LSERS

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

MassMutual Private Wealth & Trust's WLY Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its John Wiley & Sons Class A (WLY) position steady in Q2 2026 at 43 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1996.

MassMutual Private Wealth & Trust first reported a position in WLY in Q2 2022 and has held it in 15 quarters since. The position peaked at $3K in Q2 2022. 67 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

MassMutual Private Wealth & Trust held 43 shares of John Wiley & Sons Class A worth $2.09K as of Q2 2026.
MassMutual Private Wealth & Trust left its John Wiley & Sons Class A share count unchanged in Q2 2026.
John Wiley & Sons Class A made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1996 holding.
MassMutual Private Wealth & Trust first reported a position in John Wiley & Sons Class A in Q2 2022 and has held it in 15 quarters since.
MassMutual Private Wealth & Trust's John Wiley & Sons Class A position peaked at $3K in Q2 2022.
67 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.