Q1WB
WLY icon

Quest 10 Wealth Builders’s John Wiley & Sons Class A WLY Stock Holding History

Quest 10 Wealth Builders’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 		$4.12K Hold
85
– – ﹤0.01% 558
2026
Q1 		$3.24K Hold
85
– – ﹤0.01% 575
2025
Q4 		$2.6K Hold
85
– – ﹤0.01% 562
2025
Q3 		$3.44K Hold
85
– – ﹤0.01% 545
2025
Q2 		$3.79K Hold
85
– – ﹤0.01% 526
2025
Q1 		$3.79K Hold
85
– – ﹤0.01% 501
2024
Q4 		$3.71K Buy
+85
New +$4.17K ﹤0.01% 539

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

Quest 10 Wealth Builders's WLY Position: Q2 2026 in Review

Quest 10 Wealth Builders held its John Wiley & Sons Class A (WLY) position steady in Q2 2026 at 85 shares worth $4.12K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Quest 10 Wealth Builders first reported a position in WLY in Q4 2024 and has held it in 7 quarters since. 267 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • Quest 10 Wealth Builders held 85 shares of John Wiley & Sons Class A worth $4.12K as of Q2 2026.
  • Quest 10 Wealth Builders left its John Wiley & Sons Class A share count unchanged in Q2 2026.
  • John Wiley & Sons Class A made up ﹤0.01% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #558 holding.
  • Quest 10 Wealth Builders first reported a position in John Wiley & Sons Class A in Q4 2024 and has held it in 7 quarters since.
  • 267 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.