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 Q2	$2.88K	Hold	55	–	–	﹤0.01%	1254
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 $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

WhitTier Trust Company's WLY Position: Q2 2026 in Review

WhitTier Trust Company held its John Wiley & Sons Class A (WLY) position steady in Q2 2026 at 55 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

WhitTier Trust Company first reported a position in WLY in Q2 2013 and has held it in 27 quarters since. The position peaked at $66K in Q4 2017. 266 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

WhitTier Trust Company held 55 shares of John Wiley & Sons Class A worth $2.88K as of Q2 2026.
WhitTier Trust Company left its John Wiley & Sons Class A share count unchanged in Q2 2026.
John Wiley & Sons Class A made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #1254 holding.
WhitTier Trust Company first reported a position in John Wiley & Sons Class A in Q2 2013 and has held it in 27 quarters since.
WhitTier Trust Company's John Wiley & Sons Class A position peaked at $66K in Q4 2017.
266 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.