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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
Q2 		– Sell
-199
Closed -$7.58K – 3176
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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Root Financial Partners's WLY Position: Q2 2026 in Review

Root Financial Partners sold out of John Wiley & Sons Class A (WLY) in Q2 2026, closing a stake of 199 shares — an estimated $7.58K sold.

Root Financial Partners first reported a position in WLY in Q3 2025 and held it in 3 quarters. The position peaked at $7.58K in Q1 2026. 266 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • Root Financial Partners reported no remaining John Wiley & Sons Class A position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 199 John Wiley & Sons Class A shares in Q2 2026, an estimated $7.58K.
  • Root Financial Partners first reported a position in John Wiley & Sons Class A in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's John Wiley & Sons Class A position peaked at $7.58K in Q1 2026.
  • 266 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.