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Steigerwald Gordon & Koch’s John Wiley & Sons Class A WLY Stock Holding History

Steigerwald Gordon & Koch’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 		$19.4K Hold
400
– – ﹤0.01% 450
2026
Q1 		$15.2K Hold
400
– – ﹤0.01% 467
2025
Q4 		$12.3K Hold
400
– – ﹤0.01% 535
2025
Q3 		$16.2K Buy
+400
New +$16.1K ﹤0.01% 459

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 $3.38T 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Steigerwald Gordon & Koch's WLY Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its John Wiley & Sons Class A (WLY) position steady in Q2 2026 at 400 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Steigerwald Gordon & Koch first reported a position in WLY in Q3 2025 and has held it in 4 quarters since. 266 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • Steigerwald Gordon & Koch held 400 shares of John Wiley & Sons Class A worth $19.4K as of Q2 2026.
  • Steigerwald Gordon & Koch left its John Wiley & Sons Class A share count unchanged in Q2 2026.
  • John Wiley & Sons Class A made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #450 holding.
  • Steigerwald Gordon & Koch first reported a position in John Wiley & Sons Class A in Q3 2025 and has held it in 4 quarters since.
  • 266 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.