AdvisorShares Investments’s John Wiley & Sons Class A WLY Stock Holding History

AdvisorShares Investments’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 Q4	–	Sell	-12,087	Closed	-$489K	–	358
2025 Q3	$489K	Buy	12,087 +1,647	+16%	+$66.5K	0.08%	149
2025 Q2	$466K	Buy	+10,440	New	+$440K	0.08%	161
2025 Q1	–	Sell	-9,900	Closed	-$433K	–	321
2024 Q4	$433K	Buy	+9,900	New	+$486K	0.08%	164

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

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

CCP

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

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

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

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

MAP

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AdvisorShares Investments's WLY Position: Q4 2025 in Review

AdvisorShares Investments sold out of John Wiley & Sons Class A (WLY) in Q4 2025, closing a stake of 12,087 shares — an estimated $489K sold.

AdvisorShares Investments first reported a position in WLY in Q4 2024 and held it in 3 quarters. The position peaked at $489K in Q3 2025. 235 funds tracked by Wall St. Rank hold WLY as of Q4 2025.

AdvisorShares Investments reported no remaining John Wiley & Sons Class A position as of Q4 2025 after selling out during the quarter.
AdvisorShares Investments sold 12,087 John Wiley & Sons Class A shares in Q4 2025, an estimated $489K.
AdvisorShares Investments first reported a position in John Wiley & Sons Class A in Q4 2024 and held it in 3 quarters.
AdvisorShares Investments's John Wiley & Sons Class A position peaked at $489K in Q3 2025.
235 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2025.

Based on AdvisorShares Investments's 13F filing for Q4 2025, filed 10 Feb 2026.