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Wealthspire Advisors (New York)’s John Wiley & Sons Class A WLY Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-75
Closed -$3.04K – 2901
2025
Q3 		$3.04K Buy
+75
New +$3.03K ﹤0.01% 2480

Other funds holding WLY

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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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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 $481B AUM 30.42% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s WLY Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of John Wiley & Sons Class A (WLY) in Q4 2025, closing a stake of 75 shares — an estimated $3.04K sold.

Wealthspire Advisors (New York) first reported a position in WLY in Q3 2025 and held it in 1 quarter. The position peaked at $3.04K in Q3 2025. 235 funds tracked by Wall St. Rank hold WLY as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining John Wiley & Sons Class A position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 75 John Wiley & Sons Class A shares in Q4 2025, an estimated $3.04K.
  • Wealthspire Advisors (New York) first reported a position in John Wiley & Sons Class A in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s John Wiley & Sons Class A position peaked at $3.04K in Q3 2025.
  • 235 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.