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Access Investment Management’s John Wiley & Sons Class A WLY Stock Holding History

Access Investment Management’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
2026
Q2 		$17.8M Sell
365,994
-526
-0.1% -$22.1K 4.55% 2
2026
Q1 		$14M Buy
366,520
+210,580
+135% +$6.83M 3.72% 6
2025
Q4 		$6.31M Hold
155,940
– – 1.7% 22
2025
Q3 		$6.31M Buy
155,940
+66,660
+75% +$2.69M 1.7% 22
2025
Q2 		$3.98M Buy
+89,280
New +$3.76M 1.13% 29
2024
Q4 		$2.94M Buy
67,325
+455
+0.7% +$22.3K 0.85% 35
2024
Q3 		$3.23M Buy
66,870
+115
+0.2% +$5.28K 0.98% 33
2024
Q2 		$2.72M Buy
66,755
+480
+0.7% +$18.3K 0.88% 35
2024
Q1 		$2.53M Buy
66,275
+22,570
+52% +$772K 0.83% 36
2023
Q4 		$1.39M Buy
+43,705
New +$1.37M 0.52% 37

Other funds holding WLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Access Investment Management's WLY Position: Q2 2026 in Review

Access Investment Management reduced its John Wiley & Sons Class A (WLY) stake by 0.14% in Q2 2026, selling an estimated $22.1K and leaving 365,994 shares worth $17.8M. The position accounts for 4.55% of the portfolio, ranked #2.

Access Investment Management first reported a position in WLY in Q4 2023 and has held it in 10 quarters since. 267 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • Access Investment Management held 365,994 shares of John Wiley & Sons Class A worth $17.8M as of Q2 2026.
  • Access Investment Management sold 526 John Wiley & Sons Class A shares in Q2 2026, an estimated $22.1K.
  • John Wiley & Sons Class A made up 4.55% of Access Investment Management's portfolio in Q2 2026, its #2 holding.
  • Access Investment Management first reported a position in John Wiley & Sons Class A in Q4 2023 and has held it in 10 quarters since.
  • 267 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Access Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.