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Transamerica Financial Advisors’s John Wiley & Sons Class A WLY Stock Holding History

Transamerica Financial Advisors’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
-2
Closed -$62 – 2108
2025
Q4 		$62 Sell
2
-182
-99% -$6.41K ﹤0.01% 1746
2025
Q3 		$7.43K Buy
+184
New +$7.43K ﹤0.01% 785

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Schroder Investment Management Group
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State Street
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Dimensional Fund Advisors
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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

Transamerica Financial Advisors's WLY Position: Q1 2026 in Review

Transamerica Financial Advisors sold out of John Wiley & Sons Class A (WLY) in Q1 2026, closing a stake of 2 shares — an estimated $62 sold.

Transamerica Financial Advisors first reported a position in WLY in Q3 2025 and held it in 2 quarters. The position peaked at $7.43K in Q3 2025. 249 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

  • Transamerica Financial Advisors reported no remaining John Wiley & Sons Class A position as of Q1 2026 after selling out during the quarter.
  • Transamerica Financial Advisors sold 2 John Wiley & Sons Class A shares in Q1 2026, an estimated $62.
  • Transamerica Financial Advisors first reported a position in John Wiley & Sons Class A in Q3 2025 and held it in 2 quarters.
  • Transamerica Financial Advisors's John Wiley & Sons Class A position peaked at $7.43K in Q3 2025.
  • 249 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.