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Parkworth Wealth Management’s John Wiley & Sons Class A WLY Stock Holding History

Parkworth Wealth Management’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
2025
Q2 		$89 Buy
2
+1
+100% +$42 ﹤0.01% 1164
2025
Q1 		$45 Sell
1
-2
-67% -$85 ﹤0.01% 1122
2024
Q4 		$131 Buy
+3
New +$147 ﹤0.01% 909

Other funds holding WLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Parkworth Wealth Management's WLY Position: Q2 2025 in Review

Parkworth Wealth Management increased its John Wiley & Sons Class A (WLY) stake by 100% in Q2 2025, buying an estimated $42 and bringing the position to 2 shares worth $89. The position accounts for ﹤0.01% of the portfolio, ranked #1164.

Parkworth Wealth Management first reported a position in WLY in Q4 2024 and has held it in 3 quarters since. The position peaked at $131 in Q4 2024. 268 funds tracked by Wall St. Rank hold WLY as of Q2 2025.

  • Parkworth Wealth Management held 2 shares of John Wiley & Sons Class A worth $89 as of Q2 2025.
  • Parkworth Wealth Management bought 1 John Wiley & Sons Class A share in Q2 2025, an estimated $42.
  • John Wiley & Sons Class A made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1164 holding.
  • Parkworth Wealth Management first reported a position in John Wiley & Sons Class A in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's John Wiley & Sons Class A position peaked at $131 in Q4 2024.
  • 268 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.