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Millstone Evans Group’s John Wiley & Sons Class A WLY Stock Holding History

Millstone Evans Group’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 		$50.1K Buy
1,033
+801
+345% +$33.7K 0.03% 341
2026
Q1 		$8.84K Hold
232
– – 0.01% 583
2025
Q4 		$7.11K Sell
232
-131
-36% -$4.61K ﹤0.01% 601
2025
Q3 		$14.7K Buy
363
+157
+76% +$6.34K 0.01% 488
2025
Q2 		$9.19K Sell
206
-267
-56% -$11.2K 0.01% 532
2025
Q1 		$21.1K Buy
473
+289
+157% +$12.2K 0.01% 440
2024
Q4 		$8.04K Buy
+184
New +$9.03K 0.01% 518

Other funds holding WLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millstone Evans Group's WLY Position: Q2 2026 in Review

Millstone Evans Group increased its John Wiley & Sons Class A (WLY) stake by 345% in Q2 2026, buying an estimated $33.7K and bringing the position to 1,033 shares worth $50.1K. The position accounts for 0.03% of the portfolio, ranked #341.

Millstone Evans Group first reported a position in WLY in Q4 2024 and has held it in 7 quarters since. 202 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • Millstone Evans Group held 1,033 shares of John Wiley & Sons Class A worth $50.1K as of Q2 2026.
  • Millstone Evans Group bought 801 John Wiley & Sons Class A shares in Q2 2026, an estimated $33.7K.
  • John Wiley & Sons Class A made up 0.03% of Millstone Evans Group's portfolio in Q2 2026, its #341 holding.
  • Millstone Evans Group first reported a position in John Wiley & Sons Class A in Q4 2024 and has held it in 7 quarters since.
  • 202 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.