Private Wealth Management Group’s John Wiley & Sons Class A WLY Stock Holding History

Private Wealth Management Group’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	$1.89K	Hold	39	–	–	﹤0.01%	1179
2026 Q1	$1.49K	Hold	39	–	–	﹤0.01%	1168
2025 Q4	$1.2K	Hold	39	–	–	﹤0.01%	1222
2025 Q3	$1.58K	Hold	39	–	–	﹤0.01%	1181
2025 Q2	$1.74K	Hold	39	–	–	﹤0.01%	1123
2025 Q1	$1.74K	Hold	39	–	–	﹤0.01%	1099
2024 Q4	$1.71K	Hold	39	–	–	﹤0.01%	1139
2024 Q3	$1.88K	Hold	39	–	–	﹤0.01%	1090
2024 Q2	$1.59K	Hold	39	–	–	﹤0.01%	1137
2024 Q1	$1.49K	Hold	39	–	–	﹤0.01%	1102
2023 Q4	$1.24K	Buy	+39	New	+$1.22K	﹤0.01%	1194

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

Private Wealth Management Group's WLY Position: Q2 2026 in Review

Private Wealth Management Group held its John Wiley & Sons Class A (WLY) position steady in Q2 2026 at 39 shares worth $1.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1179.

Private Wealth Management Group first reported a position in WLY in Q4 2023 and has held it in 11 quarters since. 267 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

Private Wealth Management Group held 39 shares of John Wiley & Sons Class A worth $1.89K as of Q2 2026.
Private Wealth Management Group left its John Wiley & Sons Class A share count unchanged in Q2 2026.
John Wiley & Sons Class A made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1179 holding.
Private Wealth Management Group first reported a position in John Wiley & Sons Class A in Q4 2023 and has held it in 11 quarters since.
267 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.