Abel Hall LLC’s John Wiley & Sons Class A WLY Stock Holding History

Abel Hall LLC’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
2025 Q1	–	Sell	-5,354	Closed	-$234K	–	224
2024 Q4	$234K	Buy	5,354 +8	+0.1%	+$393	0.15%	114
2024 Q3	$258K	Buy	5,346 +31	+0.6%	+$1.42K	0.17%	107
2024 Q2	$216K	Buy	5,315 +42	+0.8%	+$1.6K	0.15%	117
2024 Q1	$201K	Buy	+5,273	New	+$180K	0.15%	124

Other funds holding WLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SCM

SG Capital Management Chicago, Illinois $1.51B AUM 49.98% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Abel Hall LLC's WLY Position: Q1 2025 in Review

Abel Hall LLC sold out of John Wiley & Sons Class A (WLY) in Q1 2025, closing a stake of 5,354 shares — an estimated $234K sold.

Abel Hall LLC first reported a position in WLY in Q1 2024 and held it in 4 quarters. The position peaked at $258K in Q3 2024. 255 funds tracked by Wall St. Rank hold WLY as of Q1 2025.

Abel Hall LLC reported no remaining John Wiley & Sons Class A position as of Q1 2025 after selling out during the quarter.
Abel Hall LLC sold 5,354 John Wiley & Sons Class A shares in Q1 2025, an estimated $234K.
Abel Hall LLC first reported a position in John Wiley & Sons Class A in Q1 2024 and held it in 4 quarters.
Abel Hall LLC's John Wiley & Sons Class A position peaked at $258K in Q3 2024.
255 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2025.

Based on Abel Hall LLC's 13F filing for Q1 2025, filed 6 May 2025.