ORG
WLY icon

Optimist Retirement Group’s John Wiley & Sons Class A WLY Stock Holding History

Optimist Retirement 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 		$417K Hold
8,605
– – 0.16% 87
2026
Q1 		$328K Buy
+8,605
New +$279K 0.14% 84

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

Optimist Retirement Group's WLY Position: Q2 2026 in Review

Optimist Retirement Group held its John Wiley & Sons Class A (WLY) position steady in Q2 2026 at 8,605 shares worth $417K. The position accounts for 0.16% of the portfolio, ranked #87.

Optimist Retirement Group first reported a position in WLY in Q1 2026 and has held it in 2 quarters since. 266 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • Optimist Retirement Group held 8,605 shares of John Wiley & Sons Class A worth $417K as of Q2 2026.
  • Optimist Retirement Group left its John Wiley & Sons Class A share count unchanged in Q2 2026.
  • John Wiley & Sons Class A made up 0.16% of Optimist Retirement Group's portfolio in Q2 2026, its #87 holding.
  • Optimist Retirement Group first reported a position in John Wiley & Sons Class A in Q1 2026 and has held it in 2 quarters since.
  • 266 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.