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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
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
BlackRock New York $5.7T 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 $245B 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