Bank of Montreal’s John Wiley & Sons Class A WLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $76.6M | Sell |
1,578,053
-12,415
| -0.8% | -$522K | 0.03% | 465 |
|
|
2026
Q1 | $60.6M | Buy |
1,590,468
+1,148,865
| +260% | +$37.2M | 0.02% | 487 |
|
|
2025
Q4 | $13.5M | Buy |
+441,603
| New | +$15.6M | ﹤0.01% | 999 |
|
|
2025
Q3 | – | Sell |
-6,108
| Closed | -$273K | – | 3835 |
|
|
2025
Q2 | $273K | Sell |
6,108
-92
| -1% | -$3.88K | ﹤0.01% | 2626 |
|
|
2025
Q1 | $276K | Buy |
+6,200
| New | +$262K | ﹤0.01% | 2562 |
|
|
2024
Q2 | – | Sell |
-188,980
| Closed | -$7.26M | – | 4285 |
|
|
2024
Q1 | $7.26M | Buy |
+188,980
| New | +$6.47M | ﹤0.01% | 1083 |
|
|
2023
Q4 | – | Sell |
-6,023
| Closed | -$223K | – | 4328 |
|
|
2023
Q3 | $223K | Buy |
+6,023
| New | +$214K | ﹤0.01% | 3000 |
|
|
2023
Q2 | – | Sell |
-7,319
| Closed | -$284K | – | 4329 |
|
|
2023
Q1 | $284K | Buy |
7,319
+265
| +4% | +$11.3K | ﹤0.01% | 2818 |
|
|
2022
Q4 | $284K | Buy |
7,054
+2,635
| +60% | +$110K | ﹤0.01% | 2942 |
|
|
2022
Q3 | $193 | Buy |
4,419
+244
| +6% | +$11.6K | ﹤0.01% | 3222 |
|
|
2022
Q2 | $223 | Buy |
4,175
+249
| +6% | +$12.7K | ﹤0.01% | 3204 |
|
|
2022
Q1 | $213K | Sell |
3,926
-3
| -0.1% | -$158 | ﹤0.01% | 3420 |
|
|
2021
Q4 | $226K | Sell |
3,929
-386
| -9% | -$20.9K | ﹤0.01% | 2913 |
|
|
2021
Q3 | $241K | Buy |
4,315
+240
| +6% | +$13.8K | ﹤0.01% | 3243 |
|
|
2021
Q2 | $241K | Buy |
4,075
+786
| +24% | +$46.8K | ﹤0.01% | 3143 |
|
|
2021
Q1 | $185K | Sell |
3,289
-842
| -20% | -$42.8K | ﹤0.01% | 3152 |
|
|
2020
Q4 | $197K | Sell |
4,131
-19,859
| -83% | -$719K | ﹤0.01% | 3218 |
|
|
2020
Q3 | $769K | Sell |
23,990
-5,873
| -20% | -$199K | ﹤0.01% | 2108 |
|
|
2020
Q2 | $1.03M | Buy |
29,863
+1,780
| +6% | +$68K | ﹤0.01% | 1912 |
|
|
2020
Q1 | $1.06M | Buy |
28,083
+1,336
| +5% | +$56K | ﹤0.01% | 1676 |
|
|
2019
Q4 | $1.3M | Buy |
26,747
+6,648
| +33% | +$309K | ﹤0.01% | 2104 |
|
|
2019
Q3 | $884K | Buy |
20,099
+1,755
| +10% | +$78.3K | ﹤0.01% | 2137 |
|
|
2019
Q2 | $841K | Buy |
18,344
+2,113
| +13% | +$96.1K | ﹤0.01% | 2159 |
|
|
2019
Q1 | $718K | Buy |
16,231
+2,855
| +21% | +$140K | ﹤0.01% | 2155 |
|
|
2018
Q4 | $628K | Sell |
13,376
-56,600
| -81% | -$3.05M | ﹤0.01% | 2071 |
|
|
2018
Q3 | $4.24M | Sell |
69,976
-139
| -0.2% | -$8.65K | ﹤0.01% | 1280 |
|
|
2018
Q2 | $4.38M | Sell |
70,115
-169
| -0.2% | -$11.2K | ﹤0.01% | 1234 |
|
|
2018
Q1 | $4.48M | Buy |
70,284
+53,411
| +317% | +$3.46M | ﹤0.01% | 1192 |
|
|
2017
Q4 | $1.11M | Sell |
16,873
-838
| -5% | -$48.5K | ﹤0.01% | 1904 |
|
|
2017
Q3 | $947K | Sell |
17,711
-420
| -2% | -$22.5K | ﹤0.01% | 2003 |
|
|
2017
Q2 | $956K | Buy |
18,131
+268
| +2% | +$14K | ﹤0.01% | 2002 |
|
|
2017
Q1 | $961K | Sell |
17,863
-3,858
| -18% | -$210K | ﹤0.01% | 1868 |
|
|
2016
Q4 | $1.19M | Buy |
21,721
+739
| +4% | +$39.4K | ﹤0.01% | 1823 |
|
|
2016
Q3 | $1.08M | Sell |
20,982
-25,685
| -55% | -$1.41M | ﹤0.01% | 1785 |
|
|
2016
Q2 | $2.44M | Sell |
46,667
-424
| -0.9% | -$21.4K | ﹤0.01% | 1405 |
|
|
2016
Q1 | $2.3M | Buy |
47,091
+3,101
| +7% | +$135K | ﹤0.01% | 1377 |
|
|
2015
Q4 | $1.98M | Buy |
43,990
+1,092
| +3% | +$54.1K | ﹤0.01% | 1404 |
|
|
2015
Q3 | $2.15M | Sell |
42,898
-10,036
| -19% | -$521K | ﹤0.01% | 1270 |
|
|
2015
Q2 | $2.88M | Buy |
52,934
+2,018
| +4% | +$117K | ﹤0.01% | 1248 |
|
|
2015
Q1 | $3.11M | Buy |
50,916
+9,298
| +22% | +$571K | ﹤0.01% | 1203 |
|
|
2014
Q4 | $2.46M | Buy |
41,618
+1,818
| +5% | +$105K | ﹤0.01% | 1335 |
|
|
2014
Q3 | $2.23M | Buy |
39,800
+746
| +2% | +$44.4K | ﹤0.01% | 1423 |
|
|
2014
Q2 | $2.37M | Sell |
39,054
-608
| -2% | -$34.6K | ﹤0.01% | 1393 |
|
|
2014
Q1 | $2.29M | Buy |
39,662
+3,602
| +10% | +$200K | ﹤0.01% | 1274 |
|
|
2013
Q4 | $1.99M | Sell |
36,060
-638
| -2% | -$32.3K | ﹤0.01% | 1188 |
|
|
2013
Q3 | $1.75M | Buy |
36,698
+33,995
| +1,258% | +$1.52M | ﹤0.01% | 1214 |
|
|
2013
Q2 | $108K | Buy |
+2,703
| New | +$105K | ﹤0.01% | 2414 |
|
Other funds holding WLY
Bank of Montreal's WLY Position: Q2 2026 in Review
Bank of Montreal reduced its John Wiley & Sons Class A (WLY) stake by 0.78% in Q2 2026, selling an estimated $522K and leaving 1,578,053 shares worth $76.6M. The position accounts for 0.03% of the portfolio, ranked #465.
Bank of Montreal first reported a position in WLY in Q2 2013 and has held it in 47 quarters since. 252 funds tracked by Wall St. Rank hold WLY as of Q2 2026.
- Bank of Montreal held 1,578,053 shares of John Wiley & Sons Class A worth $76.6M as of Q2 2026.
- Bank of Montreal sold 12,415 John Wiley & Sons Class A shares in Q2 2026, an estimated $522K.
- John Wiley & Sons Class A made up 0.03% of Bank of Montreal's portfolio in Q2 2026, its #465 holding.
- Bank of Montreal first reported a position in John Wiley & Sons Class A in Q2 2013 and has held it in 47 quarters since.
- 252 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.