SageView Advisory Group
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SageView Advisory Group’s John Wiley & Sons Class A WLY Stock Holding History

SageView Advisory Group’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 		– Sell
-4,257
Closed -$130K – 2433
2025
Q4 		$130K Buy
+4,257
New +$150K ﹤0.01% 742

Other funds holding WLY

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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 $3.38T AUM 44.17% 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
Silvercrest Asset Management
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

SageView Advisory Group's WLY Position: Q1 2026 in Review

SageView Advisory Group sold out of John Wiley & Sons Class A (WLY) in Q1 2026, closing a stake of 4,257 shares — an estimated $130K sold.

SageView Advisory Group first reported a position in WLY in Q4 2025 and held it in 1 quarter. The position peaked at $130K in Q4 2025. 249 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

  • SageView Advisory Group reported no remaining John Wiley & Sons Class A position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 4,257 John Wiley & Sons Class A shares in Q1 2026, an estimated $130K.
  • SageView Advisory Group first reported a position in John Wiley & Sons Class A in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's John Wiley & Sons Class A position peaked at $130K in Q4 2025.
  • 249 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.