True Wealth Design’s John Wiley & Sons Class A WLY Stock Holding History

True Wealth Design’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 Q3	$1.77K	Hold	37	–	–	﹤0.01%	1724
2026 Q2	$1.79K	Hold	37	–	–	﹤0.01%	1733
2026 Q1	$1.41K	Sell	37 -5	-12%	-$162	﹤0.01%	1680
2025 Q4	$1.29K	Buy	42 +22	+110%	+$775	﹤0.01%	1612
2025 Q3	$810	Buy	20 +19	+1,900%	+$767	﹤0.01%	1827
2025 Q2	$45	Hold	1	–	–	﹤0.01%	2405
2025 Q1	$45	Buy	+1	New	+$42	﹤0.01%	2411

Other funds holding WLY

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

SBCM

Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

ATC

Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

True Wealth Design's WLY Position: Q3 2026 in Review

True Wealth Design held its John Wiley & Sons Class A (WLY) position steady in Q3 2026 at 37 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1724.

True Wealth Design first reported a position in WLY in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.79K in Q2 2026. 16 funds tracked by Wall St. Rank hold WLY as of Q3 2026.

True Wealth Design held 37 shares of John Wiley & Sons Class A worth $1.77K as of Q3 2026.
True Wealth Design left its John Wiley & Sons Class A share count unchanged in Q3 2026.
John Wiley & Sons Class A made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1724 holding.
True Wealth Design first reported a position in John Wiley & Sons Class A in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's John Wiley & Sons Class A position peaked at $1.79K in Q2 2026.
16 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.