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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
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
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Brown Advisory
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

Parkside Financial Bank & Trust's WLY Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its John Wiley & Sons Class A (WLY) stake by 7.9% in Q1 2026, buying an estimated $1.62K and bringing the position to 680 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

Parkside Financial Bank & Trust first reported a position in WLY in Q2 2017 and has held it in 23 quarters since. 248 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

  • Parkside Financial Bank & Trust held 680 shares of John Wiley & Sons Class A worth $25.9K as of Q1 2026.
  • Parkside Financial Bank & Trust bought 50 John Wiley & Sons Class A shares in Q1 2026, an estimated $1.62K.
  • John Wiley & Sons Class A made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #1217 holding.
  • Parkside Financial Bank & Trust first reported a position in John Wiley & Sons Class A in Q2 2017 and has held it in 23 quarters since.
  • 248 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.