WhitTier Trust Company’s John Wiley & Sons Class A WLY Stock Holding History

WhitTier Trust Company’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 Q1	$2.12K	Buy	+55	New	+$1.78K	﹤0.01%	1271
2019 Q3	–	Sell	-1,000	Closed	-$46K	–	1016
2019 Q2	$46K	Hold	1,000	–	–	﹤0.01%	606
2019 Q1	$44K	Hold	1,000	–	–	﹤0.01%	607
2018 Q4	$47K	Hold	1,000	–	–	﹤0.01%	585
2018 Q3	$61K	Hold	1,000	–	–	﹤0.01%	577
2018 Q2	$62K	Hold	1,000	–	–	﹤0.01%	567
2018 Q1	$64K	Hold	1,000	–	–	0.01%	562
2017 Q4	$66K	Hold	1,000	–	–	0.01%	534
2017 Q3	$54K	Hold	1,000	–	–	0.01%	531
2017 Q2	$53K	Hold	1,000	–	–	0.01%	532
2017 Q1	$54K	Hold	1,000	–	–	0.01%	514
2016 Q4	$55K	Hold	1,000	–	–	0.01%	514
2016 Q3	$52K	Hold	1,000	–	–	0.01%	518
2016 Q2	$52K	Hold	1,000	–	–	0.01%	517
2016 Q1	$49K	Hold	1,000	–	–	0.01%	527
2015 Q4	$45K	Hold	1,000	–	–	0.01%	532
2015 Q3	$50K	Hold	1,000	–	–	0.01%	514
2015 Q2	$54K	Hold	1,000	–	–	0.01%	525
2015 Q1	$61K	Hold	1,000	–	–	0.01%	507
2014 Q4	$59K	Hold	1,000	–	–	0.01%	509
2014 Q3	$56K	Hold	1,000	–	–	0.01%	517
2014 Q2	$61K	Hold	1,000	–	–	0.01%	519
2014 Q1	$58K	Hold	1,000	–	–	0.01%	530
2013 Q4	$55K	Hold	1,000	–	–	0.01%	525
2013 Q3	$48K	Hold	1,000	–	–	0.01%	519
2013 Q2	$40K	Buy	+1,000	New	+$38.8K	0.01%	534

Other funds holding WLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

WhitTier Trust Company's WLY Position: Q1 2026 in Review

WhitTier Trust Company opened a new position in John Wiley & Sons Class A (WLY) in Q1 2026: 55 shares worth $2.12K. The stake represents ﹤0.01% of the portfolio and ranks #1271 among its holdings. This is a return to the name: WhitTier Trust Company previously reported a position in WLY as recently as Q2 2019.

WhitTier Trust Company first reported a position in WLY in Q2 2013 and has held it in 26 quarters since. The position peaked at $66K in Q4 2017. 248 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

WhitTier Trust Company held 55 shares of John Wiley & Sons Class A worth $2.12K as of Q1 2026.
John Wiley & Sons Class A was a new WhitTier Trust Company position in Q1 2026.
John Wiley & Sons Class A made up ﹤0.01% of WhitTier Trust Company's portfolio in Q1 2026, its #1271 holding.
WhitTier Trust Company first reported a position in John Wiley & Sons Class A in Q2 2013 and has held it in 26 quarters since.
WhitTier Trust Company's John Wiley & Sons Class A position peaked at $66K in Q4 2017.
248 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.