BWG
WLY icon

Berry Wealth Group’s John Wiley & Sons Class A WLY Stock Holding History

Berry Wealth Group’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
-4,991
Closed -$218K – 113
2024
Q4 		$218K Buy
4,991
+255
+5% +$12.5K 0.16% 91
2024
Q3 		$229K Buy
+4,736
New +$217K 0.16% 80

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

Berry Wealth Group's WLY Position: Q1 2025 in Review

Berry Wealth Group sold out of John Wiley & Sons Class A (WLY) in Q1 2025, closing a stake of 4,991 shares — an estimated $218K sold.

Berry Wealth Group first reported a position in WLY in Q3 2024 and held it in 2 quarters. The position peaked at $229K in Q3 2024. 255 funds tracked by Wall St. Rank hold WLY as of Q1 2025.

  • Berry Wealth Group reported no remaining John Wiley & Sons Class A position as of Q1 2025 after selling out during the quarter.
  • Berry Wealth Group sold 4,991 John Wiley & Sons Class A shares in Q1 2025, an estimated $218K.
  • Berry Wealth Group first reported a position in John Wiley & Sons Class A in Q3 2024 and held it in 2 quarters.
  • Berry Wealth Group's John Wiley & Sons Class A position peaked at $229K in Q3 2024.
  • 255 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2025.

Based on Berry Wealth Group's 13F filing for Q1 2025, filed 23 Apr 2025.