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John Wiley & Sons shares owned by Appleton Group Wealth Management

Quarter-by-quarter ownership of John Wiley & Sons (WLY) shares owned by Appleton Group Wealth Management from 13F filings

Historical chart of Appleton Group Wealth Management investment in John Wiley & Sons

Tip: Access up to 7 years of quarterly data

All positions including John Wiley & Sons held by Appleton Group Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in John Wiley & Sons by Appleton Group Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $281k 7.6k 37.17

More positions owned by Appleton Group Wealth Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Rus 2000 Val Etf (IWN)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Proshares Tr Ultrashrt S&p500 (SDS)
Marathon Petroleum Corp (MPC)
Proshares Tr Ultsht Russ2000 (TWM)
Eaton Corp SHS (ETN)
Meta Platforms Cl A (META)
Healthequity (HQY)
TJX Companies (TJX)

View all positions for Appleton Group Wealth Management

Top funds holding John Wiley & Sons

Vanguard Group
Clarkston Capital Partners
Dimensional Fund Advisors
Bank of New York Mellon
J. Goldman & Co
Palisade Capital Management
William Blair Investment Management
Charles Schwab Investment Management
Jpmorgan Chase & Co
Man Group
Citadel Advisors
Raymond James & Associates
Marshall Wace
New York State Common Retirement Fund
Victory Capital Management

View all funds holding John Wiley & Sons