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Ameritas Investment Partners’s John Wiley & Sons Class A WLY Stock Holding History

Ameritas Investment Partners’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 		$131K Hold
3,440
– – ﹤0.01% 1524
2025
Q4 		$105K Hold
3,440
– – ﹤0.01% 1665
2025
Q3 		$139K Sell
3,440
-735
-18% -$29.7K ﹤0.01% 1477
2025
Q2 		$186K Hold
4,175
– – 0.01% 1331
2025
Q1 		$186K Hold
4,175
– – 0.01% 1304
2024
Q4 		$182K Buy
4,175
+645
+18% +$31.7K 0.01% 1384
2024
Q3 		$170K Sell
3,530
-245
-6% -$11.2K 0.01% 1427
2024
Q2 		$154K Hold
3,775
– – 0.01% 1445
2024
Q1 		$144K Hold
3,775
– – ﹤0.01% 1511
2023
Q4 		$120K Sell
3,775
-468
-11% -$14.6K ﹤0.01% 1615
2023
Q3 		$158K Buy
4,243
+834
+24% +$29.6K 0.01% 1350
2023
Q2 		$116K Sell
3,409
-19,282
-85% -$702K ﹤0.01% 1491
2023
Q1 		$880K Buy
22,691
+363
+2% +$15.5K 0.03% 622
2022
Q4 		$964K Buy
22,328
+1,149
+5% +$48.1K 0.04% 600
2022
Q3 		$795K Sell
21,179
-45
-0.2% -$2.14K 0.04% 605
2022
Q2 		$1.01M Buy
21,224
+1
+0% +$51 0.04% 525
2022
Q1 		$1.13M Sell
21,223
-49
-0.2% -$2.57K 0.04% 575
2021
Q4 		$1.22M Buy
21,272
+61
+0.3% +$3.3K 0.04% 555
2021
Q3 		$1.11M Sell
21,211
-530
-2% -$30.4K 0.04% 565
2021
Q2 		$1.31M Buy
21,741
+2,500
+13% +$149K 0.05% 497
2021
Q1 		$990K Buy
19,241
+1
+0% +$51 0.04% 603
2020
Q4 		$878K Sell
19,240
-3,135
-14% -$114K 0.04% 598
2020
Q3 		$709K Buy
22,375
+91
+0.4% +$3.08K 0.03% 603
2020
Q2 		$868K Sell
22,284
-128
-0.6% -$4.89K 0.04% 511
2020
Q1 		$840K Buy
22,412
+31
+0.1% +$1.3K 0.05% 438
2019
Q4 		$1.08M Buy
22,381
+735
+3% +$34.2K 0.05% 488
2019
Q3 		$951K Sell
21,646
-768
-3% -$34.3K 0.04% 523
2019
Q2 		$1.03M Hold
22,414
– – 0.05% 506
2019
Q1 		$990K Buy
22,414
+1,700
+8% +$83.4K 0.05% 510
2018
Q4 		$973K Hold
20,714
– – 0.05% 467
2018
Q3 		$1.25M Hold
20,714
– – 0.06% 434
2018
Q2 		$1.29M Hold
20,714
– – 0.06% 418
2018
Q1 		$1.32M Buy
20,714
+7,231
+54% +$469K 0.06% 411
2017
Q4 		$887K Sell
13,483
-5,500
-29% -$318K 0.04% 593
2017
Q3 		$1.02M Hold
18,983
– – 0.05% 515
2017
Q2 		$1M Hold
18,983
– – 0.05% 525
2017
Q1 		$1.02M Buy
18,983
+2,200
+13% +$119K 0.05% 506
2016
Q4 		$914K Hold
16,783
– – 0.05% 548
2016
Q3 		$866K Buy
16,783
+9,154
+120% +$501K 0.05% 549
2016
Q2 		$398K Buy
7,629
+211
+3% +$10.7K 0.03% 718
2016
Q1 		$363K Hold
7,418
– – 0.02% 745
2015
Q4 		$334K Hold
7,418
– – 0.02% 761
2015
Q3 		$371K Buy
7,418
+475
+7% +$24.7K 0.03% 680
2015
Q2 		$377K Hold
6,943
– – 0.02% 725
2015
Q1 		$424K Hold
6,943
– – 0.03% 679
2014
Q4 		$411K Hold
6,943
– – 0.03% 684
2014
Q3 		$390K Sell
6,943
-165
-2% -$9.83K 0.03% 684
2014
Q2 		$431K Hold
7,108
– – 0.03% 669
2014
Q1 		$410K Sell
7,108
-190
-3% -$10.6K 0.03% 664
2013
Q4 		$403K Sell
7,298
-126
-2% -$6.37K 0.03% 674
2013
Q3 		$354K Buy
+7,424
New +$332K 0.03% 670

Other funds holding WLY

BlackRock
BlackRock New York $5.72T 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 $269B 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

Ameritas Investment Partners's WLY Position: Q1 2026 in Review

Ameritas Investment Partners held its John Wiley & Sons Class A (WLY) position steady in Q1 2026 at 3,440 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #1524.

Ameritas Investment Partners first reported a position in WLY in Q3 2013 and has held it in 51 quarters since. The position peaked at $1.32M in Q1 2018. 249 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

  • Ameritas Investment Partners held 3,440 shares of John Wiley & Sons Class A worth $131K as of Q1 2026.
  • Ameritas Investment Partners left its John Wiley & Sons Class A share count unchanged in Q1 2026.
  • John Wiley & Sons Class A made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #1524 holding.
  • Ameritas Investment Partners first reported a position in John Wiley & Sons Class A in Q3 2013 and has held it in 51 quarters since.
  • Ameritas Investment Partners's John Wiley & Sons Class A position peaked at $1.32M in Q1 2018.
  • 249 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.