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

OneDigital Investment 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 Q1	$503K	Sell	13,202 -171	-1%	-$5.54K	﹤0.01%	951
2025 Q4	$410K	Sell	13,373 -37	-0.3%	-$1.3K	﹤0.01%	1046
2025 Q3	$543K	Sell	13,410 -102	-0.8%	-$4.12K	0.01%	892
2025 Q2	$603K	Sell	13,512 -13	-0.1%	-$548	0.01%	833
2025 Q1	$603K	Buy	13,525 +934	+7%	+$39.5K	0.01%	789
2024 Q4	$550K	Buy	+12,591	New	+$618K	0.01%	852
2023 Q2	–	Sell	-7,481	Closed	-$290K	–	1054
2023 Q1	$290K	Buy	+7,481	New	+$319K	0.01%	792
2019 Q3	–	Sell	-325	Closed	-$15K	–	1161
2019 Q2	$15K	Hold	325	–	–	﹤0.01%	866
2019 Q1	$14K	Hold	325	–	–	﹤0.01%	813
2018 Q4	$15K	Hold	325	–	–	﹤0.01%	769
2018 Q3	$20K	Hold	325	–	–	﹤0.01%	669
2018 Q2	$20K	Hold	325	–	–	﹤0.01%	812
2018 Q1	$21K	Hold	325	–	–	﹤0.01%	809
2017 Q4	$21K	Hold	325	–	–	﹤0.01%	792
2017 Q3	$17K	Hold	325	–	–	0.01%	702
2017 Q2	$17K	Buy	+325	New	+$17K	0.01%	807

Other funds holding WLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

OneDigital Investment Advisors's WLY Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its John Wiley & Sons Class A (WLY) stake by 1.3% in Q1 2026, selling an estimated $5.54K and leaving 13,202 shares worth $503K. The position accounts for ﹤0.01% of the portfolio, ranked #951.

OneDigital Investment Advisors first reported a position in WLY in Q2 2017 and has held it in 16 quarters since. The position peaked at $603K in Q2 2025. 249 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

OneDigital Investment Advisors held 13,202 shares of John Wiley & Sons Class A worth $503K as of Q1 2026.
OneDigital Investment Advisors sold 171 John Wiley & Sons Class A shares in Q1 2026, an estimated $5.54K.
John Wiley & Sons Class A made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #951 holding.
OneDigital Investment Advisors first reported a position in John Wiley & Sons Class A in Q2 2017 and has held it in 16 quarters since.
OneDigital Investment Advisors's John Wiley & Sons Class A position peaked at $603K in Q2 2025.
249 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.