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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

23:59:59.999Sep 29, 202323:59:59.999500:00:00Sep 30, 202300:00:00.000500:00:00.001281.265k281.2655k281.266k281.2665k281.267k75667,566.575677,567.57568
Value ($)Share countHistorical WLY position of Appleton Group Wealth … Source: stockzoa.comValue ($)Share count

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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

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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)
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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

BlackRock
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Bank of New York Mellon
Ophir Asset Management Pty
Morgan Stanley
William Blair Investment Management
Burgundy Asset Management
Brown Advisory Holdings Incorporated
Schroder Investment Management Group
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