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Rothschild Investment LLC’s John Wiley & Sons Class A WLY Stock Holding History

Rothschild Investment 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
Q2 		$4.8K Buy
99
+12
+14% +$505 ﹤0.01% 2294
2026
Q1 		$3.31K Buy
87
+56
+181% +$1.81K ﹤0.01% 2283
2025
Q4 		$950 Sell
31
-29
-48% -$1.02K ﹤0.01% 2697
2025
Q3 		$2.43K Buy
60
+5
+9% +$202 ﹤0.01% 2108
2025
Q2 		$2.46K Hold
55
– – ﹤0.01% 1926
2025
Q1 		$2.45K Buy
55
+40
+267% +$1.69K ﹤0.01% 1772
2024
Q4 		$656 Sell
15
-25
-63% -$1.23K ﹤0.01% 2432
2024
Q3 		$1.93K Buy
40
+30
+300% +$1.38K ﹤0.01% 1744
2024
Q2 		$407 Buy
10
+5
+100% +$191 ﹤0.01% 2146
2024
Q1 		$191 Buy
+5
New +$171 ﹤0.01% 1762

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

Rothschild Investment LLC's WLY Position: Q2 2026 in Review

Rothschild Investment LLC increased its John Wiley & Sons Class A (WLY) stake by 14% in Q2 2026, buying an estimated $505 and bringing the position to 99 shares worth $4.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2294.

Rothschild Investment LLC first reported a position in WLY in Q1 2024 and has held it in 10 quarters since. 266 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • Rothschild Investment LLC held 99 shares of John Wiley & Sons Class A worth $4.8K as of Q2 2026.
  • Rothschild Investment LLC bought 12 John Wiley & Sons Class A shares in Q2 2026, an estimated $505.
  • John Wiley & Sons Class A made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2294 holding.
  • Rothschild Investment LLC first reported a position in John Wiley & Sons Class A in Q1 2024 and has held it in 10 quarters since.
  • 266 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.