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 Q2	$464K	Sell	9,568 -4,013	-30%	-$169K	0.11%	235
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Blueshift Asset Management's WLY Position: Q2 2026 in Review

Blueshift Asset Management reduced its John Wiley & Sons Class A (WLY) stake by 30% in Q2 2026, selling an estimated $169K and leaving 9,568 shares worth $464K. The position accounts for 0.11% of the portfolio, ranked #235.

Blueshift Asset Management first reported a position in WLY in Q4 2018 and has held it in 9 quarters since. The position peaked at $955K in Q4 2018. 266 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

Blueshift Asset Management held 9,568 shares of John Wiley & Sons Class A worth $464K as of Q2 2026.
Blueshift Asset Management sold 4,013 John Wiley & Sons Class A shares in Q2 2026, an estimated $169K.
John Wiley & Sons Class A made up 0.11% of Blueshift Asset Management's portfolio in Q2 2026, its #235 holding.
Blueshift Asset Management first reported a position in John Wiley & Sons Class A in Q4 2018 and has held it in 9 quarters since.
Blueshift Asset Management's John Wiley & Sons Class A position peaked at $955K in Q4 2018.
266 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Blueshift Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.