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PFG Investments’s John Wiley & Sons Class A WLY Stock Holding History

PFG Investments’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 		$311K Buy
+6,409
New +$269K 0.01% 918

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

PFG Investments's WLY Position: Q2 2026 in Review

PFG Investments opened a new position in John Wiley & Sons Class A (WLY) in Q2 2026: 6,409 shares worth $311K. The stake represents 0.01% of the portfolio and ranks #918 among its holdings.

266 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • PFG Investments held 6,409 shares of John Wiley & Sons Class A worth $311K as of Q2 2026.
  • John Wiley & Sons Class A was a new PFG Investments position in Q2 2026.
  • John Wiley & Sons Class A made up 0.01% of PFG Investments's portfolio in Q2 2026, its #918 holding.
  • 266 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.