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

Rialto 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 		$437 Buy
+9
New +$378 ﹤0.01% 1770
2025
Q4 		– Sell
-3
Closed -$122 – 1816
2025
Q3 		$122 Sell
3
-1
-25% -$40 ﹤0.01% 1584
2025
Q2 		$179 Buy
+4
New +$168 ﹤0.01% 1416

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

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

Rialto Wealth Management opened a new position in John Wiley & Sons Class A (WLY) in Q2 2026: 9 shares worth $437. The stake represents ﹤0.01% of the portfolio and ranks #1770 among its holdings. This is a return to the name: Rialto Wealth Management previously reported a position in WLY as recently as Q3 2025.

Rialto Wealth Management first reported a position in WLY in Q2 2025 and has held it in 3 quarters since. 267 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • Rialto Wealth Management held 9 shares of John Wiley & Sons Class A worth $437 as of Q2 2026.
  • John Wiley & Sons Class A was a new Rialto Wealth Management position in Q2 2026.
  • John Wiley & Sons Class A made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1770 holding.
  • Rialto Wealth Management first reported a position in John Wiley & Sons Class A in Q2 2025 and has held it in 3 quarters since.
  • 267 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.