Atria Investments’s John Wiley & Sons Class A WLY Stock Holding History

Atria Investments’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 Q4	–	Sell	-5,150	Closed	-$208K	–	2140
2025 Q3	$208K	Sell	5,150 -13,030	-72%	-$526K	﹤0.01%	1930
2025 Q2	$811K	Buy	18,180 +2,167	+14%	+$91.3K	0.01%	1152
2025 Q1	$714K	Buy	16,013 +1,553	+11%	+$65.6K	0.01%	1166
2024 Q4	$632K	Buy	14,460 +951	+7%	+$46.7K	0.01%	1205
2024 Q3	$652K	Buy	13,509 +3,833	+40%	+$176K	0.01%	1198
2024 Q2	$394K	Buy	+9,676	New	+$369K	0.01%	1425

Other funds holding WLY

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

MAP

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atria Investments's WLY Position: Q4 2025 in Review

Atria Investments sold out of John Wiley & Sons Class A (WLY) in Q4 2025, closing a stake of 5,150 shares — an estimated $208K sold.

Atria Investments first reported a position in WLY in Q2 2024 and held it in 6 quarters. The position peaked at $811K in Q2 2025. 235 funds tracked by Wall St. Rank hold WLY as of Q4 2025.

Atria Investments reported no remaining John Wiley & Sons Class A position as of Q4 2025 after selling out during the quarter.
Atria Investments sold 5,150 John Wiley & Sons Class A shares in Q4 2025, an estimated $208K.
Atria Investments first reported a position in John Wiley & Sons Class A in Q2 2024 and held it in 6 quarters.
Atria Investments's John Wiley & Sons Class A position peaked at $811K in Q2 2025.
235 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2025.

Based on Atria Investments's 13F filing for Q4 2025, filed 5 Feb 2026.