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Smartleaf Asset Management’s John Wiley & Sons Class A WLY Stock Holding History

Smartleaf Asset 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 		$2.22K Hold
47
– – ﹤0.01% 2927
2026
Q1 		$1.78K Sell
47
-543
-92% -$17.6K ﹤0.01% 2989
2025
Q4 		$18.3K Sell
590
-2,627
-82% -$92.5K ﹤0.01% 2074
2025
Q3 		$128K Sell
3,217
-106
-3% -$4.28K 0.01% 935
2025
Q2 		$150K Sell
3,323
-107
-3% -$4.51K 0.01% 684
2025
Q1 		$152K Sell
3,430
-34
-1% -$1.44K 0.01% 662
2024
Q4 		$151K Buy
3,464
+603
+21% +$29.6K 0.02% 647
2024
Q3 		$138K Buy
2,861
+546
+24% +$25.1K 0.02% 608
2024
Q2 		$92.7K Buy
2,315
+860
+59% +$32.8K 0.02% 592
2024
Q1 		$55.2K Buy
+1,455
New +$49.8K 0.01% 659

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

Smartleaf Asset Management's WLY Position: Q2 2026 in Review

Smartleaf Asset Management held its John Wiley & Sons Class A (WLY) position steady in Q2 2026 at 47 shares worth $2.22K. The position accounts for ﹤0.01% of the portfolio, ranked #2927.

Smartleaf Asset Management first reported a position in WLY in Q1 2024 and has held it in 10 quarters since. The position peaked at $152K in Q1 2025. 266 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • Smartleaf Asset Management held 47 shares of John Wiley & Sons Class A worth $2.22K as of Q2 2026.
  • Smartleaf Asset Management left its John Wiley & Sons Class A share count unchanged in Q2 2026.
  • John Wiley & Sons Class A made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2927 holding.
  • Smartleaf Asset Management first reported a position in John Wiley & Sons Class A in Q1 2024 and has held it in 10 quarters since.
  • Smartleaf Asset Management's John Wiley & Sons Class A position peaked at $152K in Q1 2025.
  • 266 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.