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

Mirabella Financial Services’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	$262K	Sell	5,406 -287	-5%	-$12.1K	0.03%	511
2026 Q1	$217K	Buy	+5,693	New	+$185K	0.02%	734
2023 Q4	–	Sell	-10,854	Closed	-$403K	–	610
2023 Q3	$403K	Buy	+10,854	New	+$385K	0.06%	248
2023 Q2	–	Sell	-7,250	Closed	-$281K	–	676
2023 Q1	$281K	Buy	+7,250	New	+$309K	0.04%	287
2022 Q3	–	Sell	-7,646	Closed	-$365K	–	568
2022 Q2	$365K	Buy	+7,646	New	+$391K	0.04%	297
2021 Q2	–	Sell	-20,134	Closed	-$1.09M	–	422
2021 Q1	$1.09M	Buy	+20,134	New	+$1.02M	0.34%	82

Other funds holding WLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Mirabella Financial Services's WLY Position: Q2 2026 in Review

Mirabella Financial Services reduced its John Wiley & Sons Class A (WLY) stake by 5% in Q2 2026, selling an estimated $12.1K and leaving 5,406 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #511.

Mirabella Financial Services first reported a position in WLY in Q1 2021 and has held it in 6 quarters since. The position peaked at $1.09M in Q1 2021. 266 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

Mirabella Financial Services held 5,406 shares of John Wiley & Sons Class A worth $262K as of Q2 2026.
Mirabella Financial Services sold 287 John Wiley & Sons Class A shares in Q2 2026, an estimated $12.1K.
John Wiley & Sons Class A made up 0.03% of Mirabella Financial Services's portfolio in Q2 2026, its #511 holding.
Mirabella Financial Services first reported a position in John Wiley & Sons Class A in Q1 2021 and has held it in 6 quarters since.
Mirabella Financial Services's John Wiley & Sons Class A position peaked at $1.09M in Q1 2021.
266 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.