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Parkside Financial Bank & Trust’s John Wiley & Sons Class A WLY Stock Holding History

Parkside Financial Bank & Trust’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 		$32.7K Sell
674
-6
-0.9% -$252 ﹤0.01% 1195
2026
Q1 		$25.9K Buy
680
+50
+8% +$1.62K ﹤0.01% 1217
2025
Q4 		$19.3K Buy
630
+79
+14% +$2.78K ﹤0.01% 1318
2025
Q3 		$22.3K Sell
551
-2
-0.4% -$81 ﹤0.01% 1206
2025
Q2 		$24.7K Buy
553
+218
+65% +$9.18K ﹤0.01% 1157
2025
Q1 		$14.9K Buy
335
+20
+6% +$845 ﹤0.01% 1263
2024
Q4 		$13.8K Buy
315
+102
+48% +$5.01K ﹤0.01% 1198
2024
Q3 		$10.3K Buy
213
+90
+73% +$4.13K ﹤0.01% 1242
2024
Q2 		$5.01K Buy
123
+113
+1,130% +$4.3K ﹤0.01% 1372
2024
Q1 		$382 Hold
10
– – ﹤0.01% 1810
2023
Q4 		$318 Sell
10
-24
-71% -$751 ﹤0.01% 1833
2023
Q3 		$1.26K Hold
34
– – ﹤0.01% 1776
2023
Q2 		$1.16K Sell
34
-528
-94% -$19.2K ﹤0.01% 1813
2023
Q1 		$21.8K Buy
562
+144
+34% +$6.14K 0.01% 858
2022
Q4 		$16.7K Buy
418
+120
+40% +$5.02K ﹤0.01% 898
2022
Q3 		$11K Buy
+298
New +$14.2K ﹤0.01% 980
2019
Q3 		– Sell
-24
Closed -$1K – 1663
2019
Q2 		$1K Buy
+24
New +$1.09K ﹤0.01% 1485
2019
Q1 		– Sell
-17
Closed -$1K – 1656
2018
Q4 		$1K Hold
17
– – ﹤0.01% 1346
2018
Q3 		$1K Hold
17
– – ﹤0.01% 1397
2018
Q2 		$1K Hold
17
– – ﹤0.01% 1395
2018
Q1 		$1K Hold
17
– – ﹤0.01% 1313
2017
Q4 		$1K Hold
17
– – ﹤0.01% 1245
2017
Q3 		$1K Hold
17
– – ﹤0.01% 1249
2017
Q2 		$1K Buy
+17
New +$889 ﹤0.01% 1278

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

Parkside Financial Bank & Trust's WLY Position: Q2 2026 in Review

Parkside Financial Bank & Trust reduced its John Wiley & Sons Class A (WLY) stake by 0.88% in Q2 2026, selling an estimated $252 and leaving 674 shares worth $32.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1195.

Parkside Financial Bank & Trust first reported a position in WLY in Q2 2017 and has held it in 24 quarters since. 266 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • Parkside Financial Bank & Trust held 674 shares of John Wiley & Sons Class A worth $32.7K as of Q2 2026.
  • Parkside Financial Bank & Trust sold 6 John Wiley & Sons Class A shares in Q2 2026, an estimated $252.
  • John Wiley & Sons Class A made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #1195 holding.
  • Parkside Financial Bank & Trust first reported a position in John Wiley & Sons Class A in Q2 2017 and has held it in 24 quarters since.
  • 266 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.