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

Raffa Wealth Management’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 		$49 Hold
1
– – ﹤0.01% 1511
2026
Q1 		$38 Buy
+1
New +$32 ﹤0.01% 1434

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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

Raffa Wealth Management's WLY Position: Q2 2026 in Review

Raffa Wealth Management held its John Wiley & Sons Class A (WLY) position steady in Q2 2026 at 1 share worth $49. The position accounts for ﹤0.01% of the portfolio, ranked #1511.

Raffa Wealth Management first reported a position in WLY in Q1 2026 and has held it in 2 quarters since. 252 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • Raffa Wealth Management held 1 share of John Wiley & Sons Class A worth $49 as of Q2 2026.
  • Raffa Wealth Management left its John Wiley & Sons Class A share count unchanged in Q2 2026.
  • John Wiley & Sons Class A made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1511 holding.
  • Raffa Wealth Management first reported a position in John Wiley & Sons Class A in Q1 2026 and has held it in 2 quarters since.
  • 252 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

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