Plante Moran Financial Advisors’s John Wiley & Sons Class A WLY Stock Holding History

Plante Moran Financial Advisors’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	$243	Buy	+5	New	+$210	﹤0.01%	1387
2017 Q3	–	Sell	-75	Closed	-$4K	–	871
2017 Q2	$4K	Hold	75	–	–	﹤0.01%	702
2017 Q1	$4K	Hold	75	–	–	﹤0.01%	740
2016 Q4	$4K	Hold	75	–	–	﹤0.01%	777
2016 Q3	$4K	Hold	75	–	–	﹤0.01%	755
2016 Q2	$4K	Hold	75	–	–	﹤0.01%	691
2016 Q1	$4K	Hold	75	–	–	﹤0.01%	631
2015 Q4	$3K	Hold	75	–	–	﹤0.01%	831
2015 Q3	$4K	Hold	75	–	–	﹤0.01%	623
2015 Q2	$4K	Hold	75	–	–	﹤0.01%	652
2015 Q1	$5K	Hold	75	–	–	﹤0.01%	621
2014 Q4	$4K	Hold	75	–	–	﹤0.01%	701
2014 Q3	$4K	Hold	75	–	–	﹤0.01%	706
2014 Q2	$5K	Hold	75	–	–	﹤0.01%	676
2014 Q1	$4K	Hold	75	–	–	﹤0.01%	506
2013 Q4	$4K	Hold	75	–	–	﹤0.01%	571
2013 Q3	$4K	Hold	75	–	–	﹤0.01%	504
2013 Q2	$3K	Buy	+75	New	+$2.91K	﹤0.01%	511

Other funds holding WLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Plante Moran Financial Advisors's WLY Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in John Wiley & Sons Class A (WLY) in Q2 2026: 5 shares worth $243. The stake represents ﹤0.01% of the portfolio and ranks #1387 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in WLY as recently as Q2 2017.

Plante Moran Financial Advisors first reported a position in WLY in Q2 2013 and has held it in 18 quarters since. The position peaked at $5K in Q1 2015. 266 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

Plante Moran Financial Advisors held 5 shares of John Wiley & Sons Class A worth $243 as of Q2 2026.
John Wiley & Sons Class A was a new Plante Moran Financial Advisors position in Q2 2026.
John Wiley & Sons Class A made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1387 holding.
Plante Moran Financial Advisors first reported a position in John Wiley & Sons Class A in Q2 2013 and has held it in 18 quarters since.
Plante Moran Financial Advisors's John Wiley & Sons Class A position peaked at $5K in Q1 2015.
266 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.