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

Ancora Advisors’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 Q2	$8.72M	Buy	179,800 +44,770	+33%	+$1.88M	0.17%	141
2026 Q1	$5.14M	Buy	+135,030	New	+$4.38M	0.11%	182
2020 Q3	–	Sell	-7,720	Closed	-$301K	–	1457
2020 Q2	$301K	Sell	7,720 -20,700	-73%	-$791K	0.01%	531
2020 Q1	$1.06M	Buy	28,420 +28,290	+21,762%	+$1.19M	0.05%	309
2019 Q4	$6K	Buy	+130	New	+$6.04K	﹤0.01%	1250
2015 Q1	–	Sell	-34,598	Closed	-$2.12M	–	147
2014 Q4	$2.05M	Buy	34,598 +2	+0%	+$115	0.25%	107
2014 Q3	$1.94M	Sell	34,596 -469	-1%	-$27.9K	0.25%	110
2014 Q2	$2.13M	Buy	35,065 +1,112	+3%	+$63.2K	0.28%	100
2014 Q1	$1.96M	Buy	33,953 +780	+2%	+$43.4K	0.28%	100
2013 Q4	$1.83M	Buy	33,173 +2,444	+8%	+$124K	0.28%	108
2013 Q3	$1.47M	Buy	30,729 +6,732	+28%	+$301K	0.25%	104
2013 Q2	$962K	Buy	+23,997	New	+$932K	0.16%	151

Other funds holding WLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Ancora Advisors's WLY Position: Q2 2026 in Review

Ancora Advisors increased its John Wiley & Sons Class A (WLY) stake by 33% in Q2 2026, buying an estimated $1.88M and bringing the position to 179,800 shares worth $8.72M. The position accounts for 0.17% of the portfolio, ranked #141.

Ancora Advisors first reported a position in WLY in Q2 2013 and has held it in 12 quarters since. 267 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

Ancora Advisors held 179,800 shares of John Wiley & Sons Class A worth $8.72M as of Q2 2026.
Ancora Advisors bought 44,770 John Wiley & Sons Class A shares in Q2 2026, an estimated $1.88M.
John Wiley & Sons Class A made up 0.17% of Ancora Advisors's portfolio in Q2 2026, its #141 holding.
Ancora Advisors first reported a position in John Wiley & Sons Class A in Q2 2013 and has held it in 12 quarters since.
267 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.