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Atom Investors’s John Wiley & Sons Class A WLY Stock Holding History

Atom Investors’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 		– Sell
-35,852
Closed -$1.37M – 1036
2026
Q1 		$1.37M Sell
35,852
-49,848
-58% -$1.62M 0.1% 307
2025
Q4 		$2.62M Buy
85,700
+7,516
+10% +$265K 0.21% 153
2025
Q3 		$3.16M Buy
78,184
+1
+0% +$40 0.24% 118
2025
Q2 		$3.49M Buy
78,183
+19,092
+32% +$804K 0.31% 86
2025
Q1 		$2.63M Sell
59,091
-1,181
-2% -$49.9K 0.32% 93
2024
Q4 		$2.63M Sell
60,272
-887
-1% -$43.5K 0.33% 101
2024
Q3 		$2.95M Buy
61,159
+39,207
+179% +$1.8M 0.31% 112
2024
Q2 		$893K Sell
21,952
-2,616
-11% -$99.7K 0.09% 266
2024
Q1 		$937K Buy
24,568
+12,201
+99% +$418K 0.12% 231
2023
Q4 		$393K Buy
+12,367
New +$387K 0.07% 314

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

Atom Investors's WLY Position: Q2 2026 in Review

Atom Investors sold out of John Wiley & Sons Class A (WLY) in Q2 2026, closing a stake of 35,852 shares — an estimated $1.37M sold.

Atom Investors first reported a position in WLY in Q4 2023 and held it in 10 quarters. The position peaked at $3.49M in Q2 2025. 266 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • Atom Investors reported no remaining John Wiley & Sons Class A position as of Q2 2026 after selling out during the quarter.
  • Atom Investors sold 35,852 John Wiley & Sons Class A shares in Q2 2026, an estimated $1.37M.
  • Atom Investors first reported a position in John Wiley & Sons Class A in Q4 2023 and held it in 10 quarters.
  • Atom Investors's John Wiley & Sons Class A position peaked at $3.49M in Q2 2025.
  • 266 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Atom Investors's 13F filing for Q2 2026, filed 14 Aug 2026.