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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Pinnacle Wealth Planning Services's WLY Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its John Wiley & Sons Class A (WLY) stake by 33% in Q1 2026, selling an estimated $9.07K and leaving 566 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1659.

Pinnacle Wealth Planning Services first reported a position in WLY in Q4 2025 and has held it in 2 quarters since. The position peaked at $25.9K in Q4 2025. 248 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

  • Pinnacle Wealth Planning Services held 566 shares of John Wiley & Sons Class A worth $21.6K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 280 John Wiley & Sons Class A shares in Q1 2026, an estimated $9.07K.
  • John Wiley & Sons Class A made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1659 holding.
  • Pinnacle Wealth Planning Services first reported a position in John Wiley & Sons Class A in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's John Wiley & Sons Class A position peaked at $25.9K in Q4 2025.
  • 248 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.