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Avior Wealth Management’s John Wiley & Sons Class A WLY Stock Holding History

Avior Wealth 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
2025
Q1 		– Sell
-16
Closed -$699 – 2341
2024
Q4 		$699 Hold
16
– – ﹤0.01% 2243
2024
Q3 		$772 Hold
16
– – ﹤0.01% 2105
2024
Q2 		$651 Sell
16
-8
-33% -$305 ﹤0.01% 2086
2024
Q1 		$915 Buy
+24
New +$821 ﹤0.01% 2419

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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avior Wealth Management's WLY Position: Q1 2025 in Review

Avior Wealth Management sold out of John Wiley & Sons Class A (WLY) in Q1 2025, closing a stake of 16 shares — an estimated $699 sold.

Avior Wealth Management first reported a position in WLY in Q1 2024 and held it in 4 quarters. The position peaked at $915 in Q1 2024. 255 funds tracked by Wall St. Rank hold WLY as of Q1 2025.

  • Avior Wealth Management reported no remaining John Wiley & Sons Class A position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 16 John Wiley & Sons Class A shares in Q1 2025, an estimated $699.
  • Avior Wealth Management first reported a position in John Wiley & Sons Class A in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's John Wiley & Sons Class A position peaked at $915 in Q1 2024.
  • 255 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.