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Annis Gardner Whiting Capital Advisors’s John Wiley & Sons Class A WLY Stock Holding History

Annis Gardner Whiting Capital 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
2025
Q3 		– Sell
-238
Closed -$10.6K – 1435
2025
Q2 		$10.6K Buy
+238
New +$10K ﹤0.01% 700

Other funds holding WLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
SG Capital Management Chicago, Illinois $1.51B AUM 49.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's WLY Position: Q3 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of John Wiley & Sons Class A (WLY) in Q3 2025, closing a stake of 238 shares — an estimated $10.6K sold.

Annis Gardner Whiting Capital Advisors first reported a position in WLY in Q2 2025 and held it in 1 quarter. The position peaked at $10.6K in Q2 2025. 251 funds tracked by Wall St. Rank hold WLY as of Q3 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining John Wiley & Sons Class A position as of Q3 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 238 John Wiley & Sons Class A shares in Q3 2025, an estimated $10.6K.
  • Annis Gardner Whiting Capital Advisors first reported a position in John Wiley & Sons Class A in Q2 2025 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's John Wiley & Sons Class A position peaked at $10.6K in Q2 2025.
  • 251 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.