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John Wiley & Sons shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth Advisors investment in John Wiley & Sons

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in John Wiley & Sons by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $301k 6.7k 44.63
2025-03-31 $261k 5.9k 44.56

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Top funds holding John Wiley & Sons

BlackRock
Vanguard Group
Neuberger Berman Group
Clarkston Capital Partners
State Street Corporation
Schroder Investment Management Group
Dimensional Fund Advisors
SG Capital Management
Morgan Stanley
Brown Advisory Holdings Incorporated
Madison Avenue Partners
Geode Capital Management
Palisade Capital Management
William Blair Investment Management
Bank of New York Mellon

View all funds holding John Wiley & Sons