PI
WLYB icon

PFG Investments’s John Wiley & Sons Class B WLYB Stock Holding History

PFG Investments’s Portfolio WLYB Stock Details WLYB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.01M Buy
53,535
+22
+0% +$723 0.09% 192
2025
Q4 		$1.63M Buy
53,513
+19
+0% +$669 0.08% 229
2025
Q3 		$2.15M Buy
53,494
+17
+0% +$687 0.11% 170
2025
Q2 		$2.41M Hold
53,477
– – 0.14% 138
2025
Q1 		$2.39M Hold
53,477
– – 0.15% 124
2024
Q4 		$2.33M Hold
53,477
– – 0.15% 129
2024
Q3 		$2.58M Hold
53,477
– – 0.17% 116
2024
Q2 		$2.17M Hold
53,477
– – 0.16% 132
2024
Q1 		$2.03M Buy
+53,477
New +$1.82M 0.12% 186

Other funds holding WLYB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CS
Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PFG Investments's WLYB Position: Q1 2026 in Review

PFG Investments increased its John Wiley & Sons Class B (WLYB) stake by 0.04% in Q1 2026, buying an estimated $723 and bringing the position to 53,535 shares worth $2.01M. The position accounts for 0.09% of the portfolio, ranked #192.

PFG Investments first reported a position in WLYB in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.58M in Q3 2024. 15 funds tracked by Wall St. Rank hold WLYB as of Q1 2026.

  • PFG Investments held 53,535 shares of John Wiley & Sons Class B worth $2.01M as of Q1 2026.
  • PFG Investments bought 22 John Wiley & Sons Class B shares in Q1 2026, an estimated $723.
  • John Wiley & Sons Class B made up 0.09% of PFG Investments's portfolio in Q1 2026, its #192 holding.
  • PFG Investments first reported a position in John Wiley & Sons Class B in Q1 2024 and has held it in 9 quarters since.
  • PFG Investments's John Wiley & Sons Class B position peaked at $2.58M in Q3 2024.
  • 15 funds tracked by Wall St. Rank held John Wiley & Sons Class B as of Q1 2026.

Based on PFG Investments's 13F filing for Q1 2026, filed 27 Apr 2026.