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

AlphaQuest’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
Q1 		– Sell
-10,685
Closed -$327K – 2095
2025
Q4 		$327K Sell
10,685
-5,456
-34% -$192K 0.02% 1145
2025
Q3 		$653K Buy
16,141
+16,079
+25,934% +$649K 0.04% 636
2025
Q2 		$2.77K Hold
62
– – ﹤0.01% 1912
2025
Q1 		$2.76K Buy
+62
New +$2.62K ﹤0.01% 1892
2024
Q4 		– Sell
-184
Closed -$8.88K – 2047
2024
Q3 		$8.88K Sell
184
-9,175
-98% -$421K ﹤0.01% 1556
2024
Q2 		$381K Buy
+9,359
New +$357K 0.05% 553
2024
Q1 		– Sell
-9,982
Closed -$317K – 1823
2023
Q4 		$317K Buy
+9,982
New +$312K 0.07% 496

Other funds holding WLY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return