Bear Mountain Capital’s John Wiley & Sons Class B WLYB Stock Holding History

Bear Mountain Capital’s Portfolio WLYB Stock Details WLYB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-100	Closed	-$3.75K	–	327
2025 Q3	$3.75K	Hold	100	–	–	﹤0.01%	133
2025 Q2	$3.91K	Hold	100	–	–	﹤0.01%	125
2025 Q1	$4.39K	Buy	+100	New	+$4.21K	﹤0.01%	123

Other funds holding WLYB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return

CSC

Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bear Mountain Capital's WLYB Position: Q4 2025 in Review

Bear Mountain Capital sold out of John Wiley & Sons Class B (WLYB) in Q4 2025, closing a stake of 100 shares — an estimated $3.75K sold.

Bear Mountain Capital first reported a position in WLYB in Q1 2025 and held it in 3 quarters. The position peaked at $4.39K in Q1 2025. 12 funds tracked by Wall St. Rank hold WLYB as of Q4 2025.

Bear Mountain Capital reported no remaining John Wiley & Sons Class B position as of Q4 2025 after selling out during the quarter.
Bear Mountain Capital sold 100 John Wiley & Sons Class B shares in Q4 2025, an estimated $3.75K.
Bear Mountain Capital first reported a position in John Wiley & Sons Class B in Q1 2025 and held it in 3 quarters.
Bear Mountain Capital's John Wiley & Sons Class B position peaked at $4.39K in Q1 2025.
12 funds tracked by Wall St. Rank held John Wiley & Sons Class B as of Q4 2025.

Based on Bear Mountain Capital's 13F filing for Q4 2025, filed 22 Jan 2026.