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 Q2	$2.51M	Buy	53,551 +16	+0%	+$673	0.1%	176
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cannell & Spears New York $5.62B AUM 41.25% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CSC

Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

PFG Investments's WLYB Position: Q2 2026 in Review

PFG Investments increased its John Wiley & Sons Class B (WLYB) stake by 0.03% in Q2 2026, buying an estimated $673 and bringing the position to 53,551 shares worth $2.51M. The position accounts for 0.1% of the portfolio, ranked #176.

PFG Investments first reported a position in WLYB in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.58M in Q3 2024. 17 funds tracked by Wall St. Rank hold WLYB as of Q2 2026.

PFG Investments held 53,551 shares of John Wiley & Sons Class B worth $2.51M as of Q2 2026.
PFG Investments bought 16 John Wiley & Sons Class B shares in Q2 2026, an estimated $673.
John Wiley & Sons Class B made up 0.1% of PFG Investments's portfolio in Q2 2026, its #176 holding.
PFG Investments first reported a position in John Wiley & Sons Class B in Q1 2024 and has held it in 10 quarters since.
PFG Investments's John Wiley & Sons Class B position peaked at $2.58M in Q3 2024.
17 funds tracked by Wall St. Rank held John Wiley & Sons Class B as of Q2 2026.

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