Wiley (john) & Sons Class AWLY
13F holders, Q2 2026 (June 30)266holders +17
49new positions
33sold out
5famous investors
$48.49avg. 13F price*
At the end of Q2 2026, 266 institutions reported holding Wiley (john) & Sons Class A (WLY) in their 13F filings, up 17 from Q1 2026. 49 opened new positions and 33 sold out. The largest holders were BlackRock, Inc. ($300.8M), Neuberger Berman Group LLC ($146.5M) and Vanguard Portfolio Management LLC ($121.0M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Wiley (john) & Sons Class A
- CUSIP
- 968223206
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $21.9M |
| Exits | 33 | $64.0M |
All 13F filers, Q1 2026 → Q2 2026: 4,309,805 shares bought and 4,480,526 shares sold, net −170,721 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 266 holders
| BlackRock, Inc. | 0.00% | Add +0.6% | 6,200,086 | $300.8M |
| Neuberger Berman Group LLC | 0.10% | Add +0.1% | 3,019,238 | $146.5M |
| Vanguard Portfolio Management LLC | 0.01% | Reduce -0.3% | 2,494,247 | $121.0M |
| Schroder Investment Management Group | 0.08% | Add +2.2% | 2,434,536 | $118.1M |
| State Street Corp. | 0.00% | Add +4.0% | 2,263,854 | $109.7M |
| Dimensional Fund Advisors LP | 0.02% | Add +2.9% | 1,883,440 | $91.4M |
| Vanguard Capital Management LLC | 0.00% | Reduce -3.1% | 1,666,448 | $80.8M |
| Bank of Montreal | 0.03% | Reduce -0.8% | 1,578,053 | $76.6M |
| Brown Advisory Inc. | 0.10% | Add +4.7% | 1,266,653 | $61.4M |
| LSV Asset Management | 0.09% | Add +618.4% | 1,022,604 | $49.6M |
| Geode Capital Management, LLC | 0.00% | Add +3.6% | 1,006,220 | $48.8M |
| Silvercrest Asset Management Group LLC | 0.29% | Reduce -5.0% | 923,562 | $44.8M |
| Neumeier Poma Investment Counsel LLC | 2.87% | Add +110.8% | 865,460 | $42.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.7% | 790,867 | $38.4M |
| Clarkston Capital Partners, LLC | 3.11% | Reduce -19.5% | 759,081 | $36.8M |
| Principal Financial Group Inc. | 0.02% | Add +282.2% | 752,766 | $36.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -4.5% | 713,846 | $34.6M |
| Morgan Stanley | 0.00% | Reduce -2.7% | 665,627 | $32.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +62.8% | 576,223 | $28.0M |
| Invesco Ltd. | 0.00% | Reduce -33.2% | 545,369 | $26.5M |
| William Blair Investment Management, LLC | 0.08% | Reduce -35.9% | 527,226 | $25.6M |
| FMR LLC | 0.00% | Add +10.1% | 448,795 | $21.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -25.3% | 459,003 | $21.7M |
| Northern Trust Corp. | 0.00% | Add +5.2% | 424,616 | $20.6M |
| Allianz Asset Management GmbH | 0.02% | Add +12.2% | 411,012 | $19.9M |
| Palisade Capital Management, LP | 0.87% | Reduce -52.5% | 370,851 | $18.0M |
| Access Investment Management LLC | 4.55% | Reduce -0.1% | 365,994 | $17.8M |
| New York State Common Retirement Fund | 0.02% | Add +4.6% | 314,236 | $15.2M |
| Vanguard Fiduciary Trust Co. | 0.00% | Reduce -3.3% | 269,222 | $13.1M |
| Nuveen, LLC | 0.00% | Add +100.1% | 240,231 | $11.7M |
| Loomis Sayles & Co. L P | 0.01% | Reduce -1.1% | 238,884 | $11.6M |
| Hillsdale Investment Management Inc. | 0.24% | Add +179.7% | 212,980 | $10.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +9.7% | 184,159 | $8.9M |
| Prudential Financial Inc. | 0.01% | Add +83.0% | 180,974 | $8.8M |
| Ancora Advisors LLC | 0.17% | Add +33.2% | 179,800 | $8.7M |
| UBS Group AG | 0.00% | Reduce -36.1% | 168,257 | $8.2M |
| Victory Capital Management Inc. | 0.00% | Reduce -6.2% | 164,924 | $8.0M |
| Man Group plc | 0.01% | Add +886.7% | 162,208 | $7.9M |
| Ameriprise Financial Inc. | 0.00% | Add +12.3% | 155,482 | $7.5M |
| ProShare Advisors LLC | 0.01% | Reduce -9.8% | 154,928 | $7.5M |
| Franklin Resources Inc. | 0.00% | Add +441.9% | 153,316 | $7.4M |
| First Trust Advisors LP | 0.00% | Add +42.4% | 148,038 | $7.2M |
| Marshall Wace, LLP | 0.01% | Reduce -60.5% | 142,121 | $6.9M |
| Public Sector Pension Investment Board | 0.02% | Reduce -3.2% | 139,600 | $6.8M |
| Russell Investments Group, Ltd. | 0.01% | Add +22.6% | 137,032 | $6.6M |
| American Century Companies Inc. | 0.00% | Add +5.9% | 133,464 | $6.5M |
| Citadel Advisors | 0.00% | Reduce -56.4% | 124,434 | $6.0M |
| Jupiter Asset Management Ltd. | 0.03% | Add +204.1% | 123,682 | $6.0M |
| Nordea Investment Management AB | 0.00% | Reduce -7.6% | 124,079 | $5.8M |
| AQR Capital Management | 0.00% | Add +38.7% | 114,451 | $5.4M |
| Jane Street Group, LLC | 0.00% | Reduce -74.7% | 111,606 | $5.4M |
| Kendall Capital Management | 0.83% | Add +14.5% | 103,037 | $5.0M |
| Rhumbline Advisers | 0.00% | Reduce -11.2% | 100,971 | $4.9M |
| Bessemer Group Inc. | 0.01% | Add +0.1% | 100,689 | $4.9M |
| Legal & General Group Plc | 0.00% | Reduce -6.0% | 95,633 | $4.6M |
| Clark Estates Inc. | 1.06% | Add +40.9% | 94,400 | $4.6M |
| Jupiter Topco LLC | 0.00% | — | 88,482 | $4.3M |
| D. E. Shaw & Co. | 0.00% | Add +464.4% | 82,145 | $4.0M |
| Swiss National Bank | 0.00% | Reduce -7.8% | 76,800 | $3.7M |
| Phocas Financial Corp. | 0.51% | New | 75,604 | $3.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -23.1% | 74,261 | $3.6M |
| Bank of America Corp. | 0.00% | Reduce -51.9% | 71,961 | $3.5M |
| Cannell & Spears LLC | 0.06% | No change | 67,422 | $3.3M |
| Quantinno Capital Management LP | 0.00% | Add +71.4% | 65,752 | $3.2M |
| Susquehanna International Group, LLP | 0.00% | Add +110.6% | 63,153 | $3.1M |
| Thompson Siegel & Walmsley LLC | 0.05% | Reduce -68.5% | 58,721 | $2.8M |
| Sei Investments Co. | 0.00% | Reduce -38.0% | 58,718 | $2.8M |
| Advisors Asset Management, Inc. | 0.04% | Add +37.5% | 56,222 | $2.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +14.8% | 55,508 | $2.7M |
| Ilex Capital Partners (UK) LLP | 0.06% | New | 55,411 | $2.7M |
| Creative Planning | 0.00% | Add +52.1% | 55,369 | $2.7M |
| Picton Mahoney Asset Management | 0.02% | New | 54,820 | $2.7M |
| Cardinal Capital Management | 0.30% | Add +0.9% | 50,389 | $2.4M |
| New York State Teachers Retirement System | 0.00% | Reduce -0.3% | 49,800 | $2.4M |
| Martingale Asset Management L P | 0.06% | Add +71.4% | 49,712 | $2.4M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -19.9% | 43,664 | $2.1M |
| California State Teachers Retirement System | 0.00% | Reduce -24.1% | 42,482 | $2.1M |
| Deutsche Bank AG | 0.00% | Add +9.2% | 42,267 | $2.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +135.4% | 42,117 | $2.0M |
| Landscape Capital Management, L.L.C. | 0.13% | New | 41,880 | $2.0M |
| Wells Fargo & Company | 0.00% | Add +137.6% | 40,230 | $2.0M |
| Martin & Co. Inc. | 0.30% | Reduce -0.7% | 39,620 | $1.9M |
| Neo Ivy Capital Management | 0.44% | New | 39,182 | $1.9M |
| Intech Investment Management LLC | 0.02% | Add +281.4% | 39,104 | $1.9M |
| Magnetar Financial LLC | 0.02% | Add +9.4% | 38,278 | $1.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | No change | 37,408 | $1.8M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -11.0% | 36,069 | $1.7M |
| Jump Financial, LLC | 0.02% | Reduce -50.5% | 35,300 | $1.7M |
| Bridgeway Capital Management, LLC | 0.03% | New | 35,000 | $1.7M |
| Corient Private Wealth LP | 0.00% | Add +94.9% | 34,685 | $1.7M |
| Horizon Investments, LLC | 0.02% | Add +240275.0% | 19,230 | $1.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.6% | 43,047 | $1.6M |
| Uncommon Cents Investing LLC | 0.35% | Reduce -0.4% | 33,590 | $1.6M |
| Caldwell Sutter Capital, Inc. | 0.58% | No change | 31,535 | $1.5M |
| Brickwood Asset Management LLP | 0.93% | No change | 26,820 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.4% | 25,795 | $1.3M |
| Credit Agricole S A | 0.00% | No change | 25,000 | $1.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +66.1% | 24,277 | $1.2M |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -1.5% | 23,141 | $1.1M |
| MetLife Investment Management, LLC | 0.01% | Add +1.0% | 23,029 | $1.1M |
| North Star Investment Management Corp. | 0.06% | No change | 23,000 | $1.1M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +82.3% | 21,773 | $1.1M |
| Cerity Partners LLC | 0.00% | Add +37.6% | 21,071 | $1.0M |
| Citigroup Inc. | 0.00% | Add +122.8% | 20,620 | $1.0M |
| Illinois Municipal Retirement Fund | 0.01% | Add +13.7% | 19,987 | $970K |
| Harbor Capital Advisors, Inc. | 0.06% | Reduce -11.8% | 19,294 | $936K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -3.8% | 18,113 | $879K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -3.9% | 17,200 | $834K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -5.5% | 16,248 | $788K |
| XTX Topco Ltd | 0.01% | Reduce -56.3% | 15,856 | $769K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -32.1% | 14,766 | $715K |
| Freestone Grove Partners LP | 0.00% | Add +6.5% | 14,368 | $697K |
| Foster & Motley Inc. | 0.03% | New | 13,218 | $641K |
| Handelsbanken Fonder AB | 0.00% | No change | 13,137 | $637K |
| Teacher Retirement System of Texas | 0.00% | Reduce -16.7% | 13,016 | $631K |
| Barclays PLC | 0.00% | Reduce -12.4% | 12,891 | $625K |
| Captrust Financial Advisors | 0.00% | Add +0.6% | 12,727 | $617K |
| Guggenheim Capital LLC | 0.00% | Add +15.6% | 11,959 | $580K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 11,360 | $551K |
| Arizona State Retirement System | 0.00% | Reduce -7.5% | 10,570 | $513K |
| Amalgamated Bank | 0.00% | Reduce -9.3% | 10,528 | $511K |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.7% | 10,502 | $509K |
| Blackstone Inc. | 0.00% | New | 10,502 | $509K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 10,359 | $503K |
| Glenmede Trust Co. NA | 0.00% | Add +2.4% | 10,284 | $499K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 10,260 | $498K |
| Tidal Investments LLC | 0.00% | Reduce -41.6% | 10,259 | $498K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 10,161 | $493K |
| Vanguard Investments Australia, Ltd. | 0.00% | Reduce -9.2% | 10,051 | $488K |
| Lido Advisors, LLC | 0.00% | Add +2.3% | 9,703 | $471K |
| Blueshift Asset Management, LLC | 0.11% | Reduce -29.6% | 9,568 | $464K |
| KLP Kapitalforvaltning As | 0.00% | No change | 9,400 | $456K |
| Fifth Third Bancorp | 0.00% | Reduce -16.4% | 9,345 | $453K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 9,226 | $448K |
| SG Americas Securities, LLC | 0.00% | Add +6.5% | 8,998 | $436K |
| Oregon Public Employees Retirement Fund | 0.00% | Reduce -3.3% | 8,893 | $431K |
| Optimist Retirement Group LLC | 0.16% | No change | 8,605 | $417K |
| Silverberg Bernstein Capital Management LLC | 0.15% | No change | 8,110 | $393K |
| Royal Bank of Canada | 0.00% | Add +842.0% | 8,092 | $392K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 7,909 | $384K |
| EP Wealth Advisors, LLC | 0.00% | Add +26.4% | 7,625 | $370K |
| Voya Investment Management LLC | 0.00% | Add +7.4% | 7,507 | $364K |
| Pictet Asset Management Holding SA | 0.00% | No change | 7,390 | $358K |
| Engineers Gate Manager LP | 0.00% | New | 6,900 | $335K |
| Envestnet Asset Management Inc. | 0.00% | New | 6,814 | $331K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 6,529 | $328K |
| Oppenheimer Asset Management Inc. | 0.00% | New | 6,593 | $320K |
| PFG Investments, LLC | 0.01% | New | 6,409 | $311K |
| Boothbay Fund Management, LLC | 0.01% | New | 6,107 | $296K |
| BNP Paribas Financial Markets | 0.00% | Reduce -32.7% | 5,991 | $291K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.5% | 5,945 | $288K |
| LPL Financial LLC | 0.00% | New | 5,742 | $279K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -4.3% | 5,717 | $277K |
| Maryland State Retirement & Pension System | 0.00% | Reduce -2.3% | 5,673 | $275K |
| Mirabella Financial Services LLP | 0.03% | Reduce -5.0% | 5,406 | $262K |
| New Vernon Capital Holdings II LLC | 0.14% | No change | 5,373 | $261K |
| Mercer Global Advisors Inc. | 0.00% | New | 5,256 | $255K |
| Sit Investment Associates Inc. | 0.00% | New | 5,180 | $251K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -16.3% | 5,140 | $249K |
| Caxton Associates LLP | 0.00% | New | 5,135 | $249K |
| State of Wisconsin Investment Board | 0.00% | New | 5,131 | $249K |
| Evercore Wealth Management, LLC | 0.00% | New | 5,060 | $245K |
| Centiva Capital, LP | 0.01% | Reduce -73.1% | 5,057 | $245K |
| Penbrook Management LLC | 0.15% | New | 5,000 | $243K |
| Millennium Management | 0.00% | New | 4,966 | $241K |
| Revolve Wealth Partners, LLC | 0.02% | New | 4,930 | $239K |
| Empowered Funds, LLC | 0.00% | Reduce -29.5% | 4,930 | $239K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 4,800 | $233K |
| Family Capital Management, Inc. | 0.09% | New | 4,786 | $232K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,682 | $227K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -70.0% | 4,603 | $223K |
| Mutual of America Capital Management LLC | 0.00% | New | 4,485 | $218K |
| Trajan Wealth LLC | 0.01% | New | 4,446 | $216K |
| Amundi | 0.00% | Reduce -21.8% | 4,445 | $216K |
| Gotham Asset Management | 0.00% | Reduce -25.5% | 4,386 | $213K |
| Stifel Financial Corp. | 0.00% | New | 4,183 | $203K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 3,715 | $180K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 3,440 | $167K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -16.2% | 3,251 | $158K |
| GAMMA Investing LLC | 0.01% | Add +16.9% | 3,223 | $156K |
| Simplex Trading, LLC | 0.00% | Add +664.6% | 3,066 | $149K |
| Nykredit A/S | 0.00% | — | 2,652 | $129K |
| Adirondack Trust Co. | 0.04% | No change | 2,600 | $126K |
| Versant Capital Management, Inc | 0.01% | No change | 2,410 | $117K |
| Assetmark, Inc. | 0.00% | New | 2,246 | $109K |
| State of Wyoming | 0.01% | Reduce -4.4% | 1,708 | $83K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -71.0% | 1,606 | $78K |
| Hantz Financial Services, Inc. | 0.00% | Add +25.1% | 1,502 | $73K |
| Public Employees Retirement System of Ohio | 0.00% | Add +7.4% | 1,493 | $72K |
| Nisa Investment Advisors, LLC | 0.00% | Add +243.2% | 1,486 | $72K |
| US Bancorp \de | 0.00% | Reduce -0.3% | 1,388 | $67K |
| KBC Group NV | 0.00% | No change | 1,361 | $66K |
| Millstone Evans Group, LLC | 0.03% | Add +345.3% | 1,033 | $50K |
| Arax Advisory Partners | 0.00% | Add +595.7% | 807 | $39K |
| Trust Co. of Toledo NA | 0.00% | No change | 700 | $34K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.3% | 695 | $34K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -0.9% | 674 | $33K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +7.4% | 608 | $29K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -3.7% | 550 | $27K |
| Farther Finance Advisors, LLC | 0.00% | Add +457.1% | 546 | $26K |
| Sterling Capital Management LLC | 0.00% | Add +55.7% | 506 | $25K |
| AdvisorNet Financial, Inc | 0.00% | Add +900.0% | 500 | $24K |
| Salomon & Ludwin, LLC | 0.00% | No change | 389 | $20K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 400 | $19K |
| Parallel Advisors, LLC | 0.00% | Add +9475.0% | 383 | $19K |
| Allworth Financial LP | 0.00% | Add +22.1% | 359 | $17K |
| Osaic Holdings, Inc. | 0.00% | Add +0.9% | 353 | $17K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 300 | $15K |
| Kemnay Advisory Services Inc. | 0.00% | New | 271 | $13K |
| UMB Bank, n.a. | 0.00% | Add +5.0% | 254 | $12K |
| Covestor Ltd | 0.01% | Add +14.1% | 202 | $10K |
| Boreal Capital Management LLC | 0.01% | No change | 196 | $10K |
| Signaturefd, LLC | 0.00% | New | 173 | $8K |
| Global Retirement Partners, LLC | 0.00% | — | 167 | $8K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 150 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -62.4% | 132 | $6K |
| Optiver Holding B.V. | 0.00% | Reduce -81.0% | 131 | $6K |
| SJS Investment Consulting Inc. | 0.00% | Add +12600.0% | 127 | $6K |
| First Horizon Corp. | 0.00% | No change | 120 | $6K |
| International Assets Investment Management, LLC | 0.00% | No change | 100 | $5K |
| Rothschild Investment LLC | 0.00% | Add +13.8% | 99 | $5K |
| Jones Financial Companies LLLP | 0.00% | Add +67.8% | 99 | $5K |
| Essential Partners LLC | 0.00% | Reduce -15.7% | 97 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 85 | $4K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +2.5% | 82 | $4K |
| CVA Family Office, LLC | 0.00% | Add +75.0% | 77 | $4K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 55 | $3K |
| Fortitude Family Office, LLC | 0.00% | Add +150.0% | 55 | $3K |
| WPG Advisers, LLC | 0.00% | No change | 54 | $3K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | New | 51 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +76.9% | 46 | $2K |
| Smartleaf Asset Management LLC | 0.00% | No change | 47 | $2K |
| Rossby Financial, LCC | 0.00% | No change | 45 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -87.7% | 44 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 43 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 39 | $2K |
| JPL Wealth Management, LLC | 0.00% | No change | 38 | $2K |
| True Wealth Design, LLC | 0.00% | No change | 37 | $2K |
| Fiduciary Financial Advisors | 0.00% | New | 29 | $1K |
| Fulcrum Asset Management LLP | 0.00% | New | 22 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 20 | $970 |
| Bare Financial Services, Inc | 0.00% | No change | 17 | $825 |
| Creative Capital Management Investments LLC | 0.00% | New | 14 | $679 |
| TD Waterhouse Canada Inc. | 0.00% | New | 12 | $612 |
| Ankerstar Wealth, LLC | 0.00% | No change | 12 | $582 |
| Clearstead Advisors, LLC | 0.00% | New | 11 | $534 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +400.0% | 10 | $485 |
| Rialto Wealth Management, LLC | 0.00% | New | 9 | $437 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 9 | $437 |
| Banque Cantonale Vaudoise | 0.00% | New | 8,207 | $398 |
| Huntington National Bank | 0.00% | No change | 8 | $388 |
| HFM Investment Advisors, LLC | 0.00% | Add +250.0% | 7 | $340 |
| Gilpin Wealth Management, LLC | 0.00% | No change | 6 | $292 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 5 | $243 |
| Cedar Mountain Advisors, LLC | 0.00% | New | 4 | $194 |
| Harbour Investments, Inc. | 0.00% | New | 3 | $146 |
| LRI Investments, LLC | 0.00% | Reduce -97.8% | 3 | $146 |
| Hughes Financial Services, LLC | 0.00% | Add +50.0% | 3 | $146 |
| DecisionPoint Financial, LLC | 0.00% | New | 2 | $103 |
| Abound Wealth Management | 0.00% | Reduce -33.3% | 2 | $98 |
| Davis Capital Management | 0.00% | New | 2 | $97 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $50 |
| Raffa Wealth Management, LLC | 0.00% | No change | 1 | $49 |
| Maryland Capital Advisors Inc. | 0.00% | — | 1 | $49 |
| Evolution Advisers, Inc. | 0.00% | New | 6 | $0 |
| Navigoe, LLC | 0.00% | New | 3 | $0 |
"% of holder's portfolio" is WLY's weight in each manager's 13F, not the share of Wiley (john) & Sons Class A the manager owns.