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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

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 London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Raymond James Financial's WLY Position: Q1 2026 in Review

Raymond James Financial increased its John Wiley & Sons Class A (WLY) stake by 4.5% in Q1 2026, buying an estimated $136K and bringing the position to 96,636 shares worth $3.68M. The position accounts for ﹤0.01% of the portfolio, ranked #2845.

Raymond James Financial first reported a position in WLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $34.9M in Q4 2024. 249 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

Raymond James Financial held 96,636 shares of John Wiley & Sons Class A worth $3.68M as of Q1 2026.
Raymond James Financial bought 4,203 John Wiley & Sons Class A shares in Q1 2026, an estimated $136K.
John Wiley & Sons Class A made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2845 holding.
Raymond James Financial first reported a position in John Wiley & Sons Class A in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's John Wiley & Sons Class A position peaked at $34.9M in Q4 2024.
249 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.