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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Ancora Advisors's WLY Position: Q1 2026 in Review

Ancora Advisors opened a new position in John Wiley & Sons Class A (WLY) in Q1 2026: 135,030 shares worth $5.14M. The stake represents 0.11% of the portfolio and ranks #182 among its holdings. This is a return to the name: Ancora Advisors previously reported a position in WLY as recently as Q2 2020.

Ancora Advisors first reported a position in WLY in Q2 2013 and has held it in 11 quarters since. 248 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

Ancora Advisors held 135,030 shares of John Wiley & Sons Class A worth $5.14M as of Q1 2026.
John Wiley & Sons Class A was a new Ancora Advisors position in Q1 2026.
John Wiley & Sons Class A made up 0.11% of Ancora Advisors's portfolio in Q1 2026, its #182 holding.
Ancora Advisors first reported a position in John Wiley & Sons Class A in Q2 2013 and has held it in 11 quarters since.
248 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.