Red Tortoise LLC’s John Wiley & Sons Class A WLY Stock Holding History

Red Tortoise LLC’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	$2.32K	Hold	61	–	–	﹤0.01%	520
2025 Q4	$1.87K	Hold	61	–	–	﹤0.01%	560
2025 Q3	$2.47K	Hold	61	–	–	﹤0.01%	503
2025 Q2	$2.72K	Hold	61	–	–	﹤0.01%	474
2025 Q1	$2.72K	Hold	61	–	–	﹤0.01%	447
2024 Q4	$2.67K	Hold	61	–	–	﹤0.01%	474
2024 Q3	$2.94K	Hold	61	–	–	﹤0.01%	453
2024 Q2	$2.48K	Hold	61	–	–	﹤0.01%	478
2024 Q1	$2.33K	Hold	61	–	–	﹤0.01%	488
2023 Q4	$1.94K	Buy	+61	New	+$1.91K	﹤0.01%	481

Other funds holding WLY

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Red Tortoise LLC's WLY Position: Q1 2026 in Review

Red Tortoise LLC held its John Wiley & Sons Class A (WLY) position steady in Q1 2026 at 61 shares worth $2.32K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Red Tortoise LLC first reported a position in WLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.94K in Q3 2024. 248 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

Red Tortoise LLC held 61 shares of John Wiley & Sons Class A worth $2.32K as of Q1 2026.
Red Tortoise LLC left its John Wiley & Sons Class A share count unchanged in Q1 2026.
John Wiley & Sons Class A made up ﹤0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #520 holding.
Red Tortoise LLC first reported a position in John Wiley & Sons Class A in Q4 2023 and has held it in 10 quarters since.
Red Tortoise LLC's John Wiley & Sons Class A position peaked at $2.94K in Q3 2024.
248 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.