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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
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

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

True Wealth Design's WLY Position: Q2 2026 in Review

True Wealth Design held its John Wiley & Sons Class A (WLY) position steady in Q2 2026 at 37 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1733.

True Wealth Design first reported a position in WLY in Q1 2025 and has held it in 6 quarters since. 266 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • True Wealth Design held 37 shares of John Wiley & Sons Class A worth $1.79K as of Q2 2026.
  • True Wealth Design left its John Wiley & Sons Class A share count unchanged in Q2 2026.
  • John Wiley & Sons Class A made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1733 holding.
  • True Wealth Design first reported a position in John Wiley & Sons Class A in Q1 2025 and has held it in 6 quarters since.
  • 266 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.