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NewEdge Advisors’s John Wiley & Sons Class A WLY Stock Holding History

NewEdge Advisors’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 		– Sell
-7,370
Closed -$281K – 4402
2026
Q1 		$281K Sell
7,370
-3,951
-35% -$128K ﹤0.01% 2390
2025
Q4 		$347K Buy
11,321
+361
+3% +$12.7K ﹤0.01% 2211
2025
Q3 		$444K Buy
+10,960
New +$442K ﹤0.01% 1905
2017
Q3 		– Sell
-202
Closed -$10.7K – 1127
2017
Q2 		$10.7K Buy
+202
New +$10.6K ﹤0.01% 944

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
Vanguard Portfolio Management
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
Vanguard Capital Management
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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

NewEdge Advisors's WLY Position: Q2 2026 in Review

NewEdge Advisors sold out of John Wiley & Sons Class A (WLY) in Q2 2026, closing a stake of 7,370 shares — an estimated $281K sold.

NewEdge Advisors first reported a position in WLY in Q2 2017 and held it in 4 quarters. The position peaked at $444K in Q3 2025. 267 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • NewEdge Advisors reported no remaining John Wiley & Sons Class A position as of Q2 2026 after selling out during the quarter.
  • NewEdge Advisors sold 7,370 John Wiley & Sons Class A shares in Q2 2026, an estimated $281K.
  • NewEdge Advisors first reported a position in John Wiley & Sons Class A in Q2 2017 and held it in 4 quarters.
  • NewEdge Advisors's John Wiley & Sons Class A position peaked at $444K in Q3 2025.
  • 267 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.