Advisors Asset Management’s John Wiley & Sons Class A WLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.73M | Buy |
56,222
+15,349
| +38% | +$645K | 0.04% | 531 |
|
|
2026
Q1 | $1.56M | Buy |
40,873
+32,280
| +376% | +$1.05M | 0.03% | 671 |
|
|
2025
Q4 | $263K | Sell |
8,593
-2,012
| -19% | -$70.9K | ﹤0.01% | 1085 |
|
|
2025
Q3 | $429K | Sell |
10,605
-7,513
| -41% | -$303K | 0.01% | 1001 |
|
|
2025
Q2 | $809K | Sell |
18,118
-4,711
| -21% | -$198K | 0.01% | 838 |
|
|
2025
Q1 | $1.02M | Sell |
22,829
-72,404
| -76% | -$3.06M | 0.02% | 745 |
|
|
2024
Q4 | $4.16M | Sell |
95,233
-53,794
| -36% | -$2.64M | 0.08% | 341 |
|
|
2024
Q3 | $7.19M | Sell |
149,027
-58,862
| -28% | -$2.7M | 0.13% | 189 |
|
|
2024
Q2 | $8.46M | Sell |
207,889
-1,369
| -0.7% | -$52.2K | 0.17% | 147 |
|
|
2024
Q1 | $7.98M | Buy |
209,258
+32,347
| +18% | +$1.11M | 0.15% | 165 |
|
|
2023
Q4 | $5.62M | Buy |
176,911
+63,968
| +57% | +$2M | 0.11% | 220 |
|
|
2023
Q3 | $4.2M | Buy |
112,943
+60,577
| +116% | +$2.15M | 0.09% | 280 |
|
|
2023
Q2 | $1.78M | Buy |
52,366
+39,139
| +296% | +$1.43M | 0.04% | 553 |
|
|
2023
Q1 | $513K | Buy |
13,227
+480
| +4% | +$20.5K | 0.01% | 931 |
|
|
2022
Q4 | $511K | Buy |
12,747
+2,481
| +24% | +$104K | 0.01% | 918 |
|
|
2022
Q3 | $386K | Buy |
10,266
+1,353
| +15% | +$64.3K | 0.01% | 996 |
|
|
2022
Q2 | $426K | Buy |
8,913
+4,984
| +127% | +$255K | 0.01% | 987 |
|
|
2022
Q1 | $208K | Buy |
+3,929
| New | +$206K | ﹤0.01% | 1222 |
|
|
2017
Q1 | – | Sell |
-1,100
| Closed | -$60K | – | 1768 |
|
|
2016
Q4 | $60K | Sell |
1,100
-100
| -8% | -$5.33K | ﹤0.01% | 1655 |
|
|
2016
Q3 | $62K | Sell |
1,200
-100
| -8% | -$5.48K | ﹤0.01% | 1629 |
|
|
2016
Q2 | $68K | Hold |
1,300
| – | – | ﹤0.01% | 1607 |
|
|
2016
Q1 | $64K | Hold |
1,300
| – | – | ﹤0.01% | 1573 |
|
|
2015
Q4 | $59K | Hold |
1,300
| – | – | ﹤0.01% | 1679 |
|
|
2015
Q3 | $65K | Hold |
1,300
| – | – | ﹤0.01% | 1639 |
|
|
2015
Q2 | $71K | Sell |
1,300
-100
| -7% | -$5.81K | ﹤0.01% | 1643 |
|
|
2015
Q1 | $86K | Buy |
1,400
+100
| +8% | +$6.14K | ﹤0.01% | 1557 |
|
|
2014
Q4 | $77K | Hold |
1,300
| – | – | ﹤0.01% | 1573 |
|
|
2014
Q3 | $73K | Sell |
1,300
-100
| -7% | -$5.96K | ﹤0.01% | 1537 |
|
|
2014
Q2 | $85K | Hold |
1,400
| – | – | ﹤0.01% | 1518 |
|
|
2014
Q1 | $81K | Hold |
1,400
| – | – | ﹤0.01% | 1503 |
|
|
2013
Q4 | $77K | Sell |
1,400
-100
| -7% | -$5.06K | ﹤0.01% | 1506 |
|
|
2013
Q3 | $72K | Hold |
1,500
| – | – | ﹤0.01% | 1478 |
|
|
2013
Q2 | $60K | Buy |
+1,500
| New | +$58.3K | ﹤0.01% | 1474 |
|
Other funds holding WLY
Advisors Asset Management's WLY Position: Q2 2026 in Review
Advisors Asset Management increased its John Wiley & Sons Class A (WLY) stake by 38% in Q2 2026, buying an estimated $645K and bringing the position to 56,222 shares worth $2.73M. The position accounts for 0.04% of the portfolio, ranked #531.
Advisors Asset Management first reported a position in WLY in Q2 2013 and has held it in 33 quarters since. The position peaked at $8.46M in Q2 2024. 267 funds tracked by Wall St. Rank hold WLY as of Q2 2026.
- Advisors Asset Management held 56,222 shares of John Wiley & Sons Class A worth $2.73M as of Q2 2026.
- Advisors Asset Management bought 15,349 John Wiley & Sons Class A shares in Q2 2026, an estimated $645K.
- John Wiley & Sons Class A made up 0.04% of Advisors Asset Management's portfolio in Q2 2026, its #531 holding.
- Advisors Asset Management first reported a position in John Wiley & Sons Class A in Q2 2013 and has held it in 33 quarters since.
- Advisors Asset Management's John Wiley & Sons Class A position peaked at $8.46M in Q2 2024.
- 267 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.
Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.