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Twin Peaks Wealth Advisors’s John Wiley & Sons Class A WLY Stock Holding History

Twin Peaks Wealth 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
2025
Q3 		– Sell
-98
Closed -$3.84K – 2143
2025
Q2 		$3.84K Buy
+98
New +$4.13K ﹤0.01% 1414

Other funds holding WLY

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
SG Capital Management Chicago, Illinois $1.51B AUM 49.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Twin Peaks Wealth Advisors's WLY Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of John Wiley & Sons Class A (WLY) in Q3 2025, closing a stake of 98 shares — an estimated $3.84K sold.

Twin Peaks Wealth Advisors first reported a position in WLY in Q2 2025 and held it in 1 quarter. The position peaked at $3.84K in Q2 2025. 251 funds tracked by Wall St. Rank hold WLY as of Q3 2025.

  • Twin Peaks Wealth Advisors reported no remaining John Wiley & Sons Class A position as of Q3 2025 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 98 John Wiley & Sons Class A shares in Q3 2025, an estimated $3.84K.
  • Twin Peaks Wealth Advisors first reported a position in John Wiley & Sons Class A in Q2 2025 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's John Wiley & Sons Class A position peaked at $3.84K in Q2 2025.
  • 251 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.