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

Aster Capital Management’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 		– Sell
-399
Closed -$12.2K – 1374
2025
Q4 		$12.2K Buy
+399
New +$14.1K 0.01% 714
2025
Q2 		– Sell
-728
Closed -$29K – 1631
2025
Q1 		$29K Buy
728
+525
+259% +$22.2K 0.01% 929
2024
Q4 		$8.87K Sell
203
-271
-57% -$13.3K ﹤0.01% 786
2024
Q3 		$22.9K Buy
+474
New +$21.8K 0.01% 655

Other funds holding WLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Aster Capital Management's WLY Position: Q1 2026 in Review

Aster Capital Management sold out of John Wiley & Sons Class A (WLY) in Q1 2026, closing a stake of 399 shares — an estimated $12.2K sold.

Aster Capital Management first reported a position in WLY in Q3 2024 and held it in 4 quarters. The position peaked at $29K in Q1 2025. 249 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

  • Aster Capital Management reported no remaining John Wiley & Sons Class A position as of Q1 2026 after selling out during the quarter.
  • Aster Capital Management sold 399 John Wiley & Sons Class A shares in Q1 2026, an estimated $12.2K.
  • Aster Capital Management first reported a position in John Wiley & Sons Class A in Q3 2024 and held it in 4 quarters.
  • Aster Capital Management's John Wiley & Sons Class A position peaked at $29K in Q1 2025.
  • 249 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on Aster Capital Management's 13F filing for Q1 2026, filed 13 May 2026.