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UMB Bank’s John Wiley & Sons Class A WLY Stock Holding History

UMB Bank’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 		$12.3K Buy
254
+12
+5% +$505 ﹤0.01% 1871
2026
Q1 		$9.22K Buy
242
+77
+47% +$2.5K ﹤0.01% 1888
2025
Q4 		$5.05K Sell
165
-19
-10% -$669 ﹤0.01% 2015
2025
Q3 		$7.45K Buy
184
+28
+18% +$1.13K ﹤0.01% 1776
2025
Q2 		$6.96K Buy
156
+87
+126% +$3.67K ﹤0.01% 1724
2025
Q1 		$3.08K Sell
69
-34
-33% -$1.44K ﹤0.01% 1889
2024
Q4 		$4.5K Hold
103
– – ﹤0.01% 1744
2024
Q3 		$4.97K Buy
103
+58
+129% +$2.66K ﹤0.01% 1733
2024
Q2 		$1.83K Buy
45
+29
+181% +$1.1K ﹤0.01% 1813
2024
Q1 		$610 Buy
+16
New +$548 ﹤0.01% 1932
2022
Q1 		– Sell
-19
Closed -$1K – 2087
2021
Q4 		$1K Buy
+19
New +$1.03K ﹤0.01% 1956

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

UMB Bank's WLY Position: Q2 2026 in Review

UMB Bank increased its John Wiley & Sons Class A (WLY) stake by 5% in Q2 2026, buying an estimated $505 and bringing the position to 254 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1871.

UMB Bank first reported a position in WLY in Q4 2021 and has held it in 11 quarters since. 267 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • UMB Bank held 254 shares of John Wiley & Sons Class A worth $12.3K as of Q2 2026.
  • UMB Bank bought 12 John Wiley & Sons Class A shares in Q2 2026, an estimated $505.
  • John Wiley & Sons Class A made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1871 holding.
  • UMB Bank first reported a position in John Wiley & Sons Class A in Q4 2021 and has held it in 11 quarters since.
  • 267 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.