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Pinnacle Wealth Planning Services’s John Wiley & Sons Class A WLY Stock Holding History

Pinnacle Wealth Planning Services’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 		$29.5K Buy
608
+42
+7% +$1.77K ﹤0.01% 1599
2026
Q1 		$21.6K Sell
566
-280
-33% -$9.07K ﹤0.01% 1659
2025
Q4 		$25.9K Buy
+846
New +$29.8K ﹤0.01% 1595

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

Pinnacle Wealth Planning Services's WLY Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its John Wiley & Sons Class A (WLY) stake by 7.4% in Q2 2026, buying an estimated $1.77K and bringing the position to 608 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1599.

Pinnacle Wealth Planning Services first reported a position in WLY in Q4 2025 and has held it in 3 quarters since. 267 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • Pinnacle Wealth Planning Services held 608 shares of John Wiley & Sons Class A worth $29.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 42 John Wiley & Sons Class A shares in Q2 2026, an estimated $1.77K.
  • John Wiley & Sons Class A made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1599 holding.
  • Pinnacle Wealth Planning Services first reported a position in John Wiley & Sons Class A in Q4 2025 and has held it in 3 quarters since.
  • 267 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.