BAM
WLY icon

Blueshift Asset Management’s John Wiley & Sons Class A WLY Stock Holding History

Blueshift Asset 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
2026
Q1 		$517K Buy
+13,581
New +$440K 0.16% 193
2025
Q4 		– Sell
-16,429
Closed -$665K – 671
2025
Q3 		$665K Buy
+16,429
New +$663K 0.2% 139
2021
Q2 		– Sell
-4,327
Closed -$235K – 1199
2021
Q1 		$235K Sell
4,327
-11,680
-73% -$594K 0.02% 728
2020
Q4 		$731K Buy
16,007
+7,062
+79% +$256K 0.09% 326
2020
Q3 		$284K Buy
+8,945
New +$303K 0.04% 466
2019
Q3 		– Sell
-12,628
Closed -$579K – 986
2019
Q2 		$579K Buy
12,628
+7,276
+136% +$331K 0.08% 372
2019
Q1 		$237K Sell
5,352
-14,971
-74% -$734K 0.03% 590
2018
Q4 		$955K Buy
+20,323
New +$1.09M 0.18% 172

Other funds holding WLY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return