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Root Financial Partners’s John Wiley & Sons Class A WLY Stock Holding History

Root Financial Partners’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 		$7.58K Buy
199
+134
+206% +$4.34K ﹤0.01% 1791
2025
Q4 		$1.99K Sell
65
-79
-55% -$2.78K ﹤0.01% 1988
2025
Q3 		$5.83K Buy
+144
New +$5.81K ﹤0.01% 1661

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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Brown Advisory
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

Root Financial Partners's WLY Position: Q1 2026 in Review

Root Financial Partners increased its John Wiley & Sons Class A (WLY) stake by 206% in Q1 2026, buying an estimated $4.34K and bringing the position to 199 shares worth $7.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1791.

Root Financial Partners first reported a position in WLY in Q3 2025 and has held it in 3 quarters since. 249 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

  • Root Financial Partners held 199 shares of John Wiley & Sons Class A worth $7.58K as of Q1 2026.
  • Root Financial Partners bought 134 John Wiley & Sons Class A shares in Q1 2026, an estimated $4.34K.
  • John Wiley & Sons Class A made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1791 holding.
  • Root Financial Partners first reported a position in John Wiley & Sons Class A in Q3 2025 and has held it in 3 quarters since.
  • 249 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.