Wealth Enhancement Advisory Services’s John Wiley & Sons Class A WLY Stock Holding History

Wealth Enhancement Advisory Services’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	$328K	Buy	+6,529	New	+$275K	﹤0.01%	3111

Other funds holding WLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Wealth Enhancement Advisory Services's WLY Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in John Wiley & Sons Class A (WLY) in Q2 2026: 6,529 shares worth $328K. The stake represents ﹤0.01% of the portfolio and ranks #3111 among its holdings.

266 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

Wealth Enhancement Advisory Services held 6,529 shares of John Wiley & Sons Class A worth $328K as of Q2 2026.
John Wiley & Sons Class A was a new Wealth Enhancement Advisory Services position in Q2 2026.
John Wiley & Sons Class A made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3111 holding.
266 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.