Raymond James Financial
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Raymond James Financial’s John Wiley & Sons Class A WLY Stock Holding History

Raymond James Financial’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 		$3.6M Sell
74,261
-22,375
-23% -$941K ﹤0.01% 3006
2026
Q1 		$3.68M Buy
96,636
+4,203
+5% +$136K ﹤0.01% 2845
2025
Q4 		$2.83M Sell
92,433
-473,009
-84% -$16.7M ﹤0.01% 2985
2025
Q3 		$22.9M Sell
565,442
-19,356
-3% -$781K 0.01% 1319
2025
Q2 		$26.1M Sell
584,798
-151,558
-21% -$6.38M 0.01% 1170
2025
Q1 		$32.8M Sell
736,356
-62,447
-8% -$2.64M 0.01% 969
2024
Q4 		$34.9M Buy
+798,803
New +$39.2M 0.01% 934

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 $3.38T AUM 44.17% 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

Raymond James Financial's WLY Position: Q2 2026 in Review

Raymond James Financial reduced its John Wiley & Sons Class A (WLY) stake by 23% in Q2 2026, selling an estimated $941K and leaving 74,261 shares worth $3.6M. The position accounts for ﹤0.01% of the portfolio, ranked #3006.

Raymond James Financial first reported a position in WLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $34.9M in Q4 2024. 266 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • Raymond James Financial held 74,261 shares of John Wiley & Sons Class A worth $3.6M as of Q2 2026.
  • Raymond James Financial sold 22,375 John Wiley & Sons Class A shares in Q2 2026, an estimated $941K.
  • John Wiley & Sons Class A made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3006 holding.
  • Raymond James Financial first reported a position in John Wiley & Sons Class A in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's John Wiley & Sons Class A position peaked at $34.9M in Q4 2024.
  • 266 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.