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Arjuna Capital’s John Wiley & Sons Class A WLY Stock Holding History

Arjuna Capital’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
-12,616
Closed -$563K – 129
2025
Q2 		$563K Sell
12,616
-4,617
-27% -$194K 0.15% 91
2025
Q1 		$768K Sell
17,233
-272
-2% -$11.5K 0.21% 85
2024
Q4 		$765K Sell
17,505
-37,703
-68% -$1.85M 0.2% 76
2024
Q3 		$2.66M Buy
55,208
+830
+2% +$38.1K 0.69% 45
2024
Q2 		$2.21M Buy
54,378
+37,019
+213% +$1.41M 0.6% 48
2024
Q1 		$662K Buy
17,359
+7,950
+84% +$272K 0.19% 78
2023
Q4 		$299K Sell
9,409
-5,376
-36% -$168K 0.09% 82
2023
Q3 		$550K Buy
14,785
+195
+1% +$6.92K 0.2% 79
2023
Q2 		$496K Buy
14,590
+1,638
+13% +$59.7K 0.18% 85
2023
Q1 		$502K Buy
12,952
+3,068
+31% +$131K 0.2% 91
2022
Q4 		$396K Buy
9,884
+437
+5% +$18.3K 0.18% 80
2022
Q3 		$355K Buy
9,447
+626
+7% +$29.7K 0.17% 79
2022
Q2 		$421K Sell
8,821
-17,321
-66% -$885K 0.2% 70
2022
Q1 		$1.39M Buy
26,142
+1,884
+8% +$98.9K 0.58% 47
2021
Q4 		$1.39M Buy
24,258
+1,722
+8% +$93.1K 0.51% 53
2021
Q3 		$1.18M Buy
22,536
+3,547
+19% +$203K 0.48% 60
2021
Q2 		$1.14M Buy
18,989
+1,396
+8% +$83K 0.49% 58
2021
Q1 		$954K Buy
+17,593
New +$895K 0.47% 64

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

Arjuna Capital's WLY Position: Q3 2025 in Review

Arjuna Capital sold out of John Wiley & Sons Class A (WLY) in Q3 2025, closing a stake of 12,616 shares — an estimated $563K sold.

Arjuna Capital first reported a position in WLY in Q1 2021 and held it in 18 quarters. The position peaked at $2.66M in Q3 2024. 251 funds tracked by Wall St. Rank hold WLY as of Q3 2025.

  • Arjuna Capital reported no remaining John Wiley & Sons Class A position as of Q3 2025 after selling out during the quarter.
  • Arjuna Capital sold 12,616 John Wiley & Sons Class A shares in Q3 2025, an estimated $563K.
  • Arjuna Capital first reported a position in John Wiley & Sons Class A in Q1 2021 and held it in 18 quarters.
  • Arjuna Capital's John Wiley & Sons Class A position peaked at $2.66M in Q3 2024.
  • 251 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2025.

Based on Arjuna Capital's 13F filing for Q3 2025, filed 4 Nov 2025.