A
WLY icon

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 $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
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

AlphaQuest's WLY Position: Q1 2026 in Review

AlphaQuest sold out of John Wiley & Sons Class A (WLY) in Q1 2026, closing a stake of 10,685 shares — an estimated $327K sold.

AlphaQuest first reported a position in WLY in Q4 2023 and held it in 7 quarters. The position peaked at $653K in Q3 2025. 249 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

  • AlphaQuest reported no remaining John Wiley & Sons Class A position as of Q1 2026 after selling out during the quarter.
  • AlphaQuest sold 10,685 John Wiley & Sons Class A shares in Q1 2026, an estimated $327K.
  • AlphaQuest first reported a position in John Wiley & Sons Class A in Q4 2023 and held it in 7 quarters.
  • AlphaQuest's John Wiley & Sons Class A position peaked at $653K in Q3 2025.
  • 249 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.