Steward Partners Investment Advisory’s John Wiley & Sons Class A WLY Stock Holding History

Steward Partners Investment Advisory’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
2025 Q4	–	Sell	-201	Closed	-$8.13K	–	4480
2025 Q3	$8.13K	Hold	201	–	–	﹤0.01%	3487
2025 Q2	$8.97K	Hold	201	–	–	﹤0.01%	3261
2025 Q1	$8.96K	Hold	201	–	–	﹤0.01%	3146
2024 Q4	$8.79K	Sell	201 -184	-48%	-$9.03K	﹤0.01%	3153
2024 Q3	$18.6K	Buy	385 +184	+92%	+$8.45K	﹤0.01%	2694
2024 Q2	$8.18K	Sell	201 -921	-82%	-$35.1K	﹤0.01%	2892
2024 Q1	$42.8K	Buy	1,122 +721	+180%	+$24.7K	﹤0.01%	2190
2023 Q4	$12.7K	Hold	401	–	–	﹤0.01%	2609
2023 Q3	$14.9K	Hold	401	–	–	﹤0.01%	2440
2023 Q2	$13.6K	Hold	401	–	–	﹤0.01%	2465
2023 Q1	$15.5K	Hold	401	–	–	﹤0.01%	2362
2022 Q4	$16.1K	Hold	401	–	–	﹤0.01%	2345
2022 Q3	$15K	Hold	401	–	–	﹤0.01%	2365
2022 Q2	$19K	Hold	401	–	–	﹤0.01%	2259
2022 Q1	$21K	Hold	401	–	–	﹤0.01%	2351
2021 Q4	$23K	Buy	401 +200	+100%	+$10.8K	﹤0.01%	2268
2021 Q3	$10K	Hold	201	–	–	﹤0.01%	2612
2021 Q2	$12K	Hold	201	–	–	﹤0.01%	5739
2021 Q1	$10.9K	Hold	201	–	–	﹤0.01%	2742
2020 Q4	$9K	Hold	201	–	–	﹤0.01%	2362
2020 Q3	$6K	Hold	201	–	–	﹤0.01%	2326
2020 Q2	$8K	Hold	201	–	–	﹤0.01%	2138
2020 Q1	$7K	Hold	201	–	–	﹤0.01%	1998
2019 Q4	$9K	Buy	+201	New	+$9.35K	﹤0.01%	2070
2018 Q4	–	Sell	-38	Closed	-$2K	–	2166
2018 Q3	$2K	Buy	+38	New	+$2.36K	﹤0.01%	2417

Other funds holding WLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Partners Investment Advisory's WLY Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of John Wiley & Sons Class A (WLY) in Q4 2025, closing a stake of 201 shares — an estimated $8.13K sold.

Steward Partners Investment Advisory first reported a position in WLY in Q3 2018 and held it in 25 quarters. The position peaked at $42.8K in Q1 2024. 235 funds tracked by Wall St. Rank hold WLY as of Q4 2025.

Steward Partners Investment Advisory reported no remaining John Wiley & Sons Class A position as of Q4 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 201 John Wiley & Sons Class A shares in Q4 2025, an estimated $8.13K.
Steward Partners Investment Advisory first reported a position in John Wiley & Sons Class A in Q3 2018 and held it in 25 quarters.
Steward Partners Investment Advisory's John Wiley & Sons Class A position peaked at $42.8K in Q1 2024.
235 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.