BCM
WLY icon

Boreal Capital Management’s John Wiley & Sons Class A WLY Stock Holding History

Boreal Capital 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 		$9.51K Hold
196
– – 0.01% 347
2026
Q1 		$7.47K Hold
196
– – 0.01% 365
2025
Q4 		$6.07K Hold
196
– – ﹤0.01% 412
2025
Q3 		$7.93K Hold
196
– – 0.01% 386
2025
Q2 		$8.75K Buy
+196
New +$8.26K 0.01% 356

Other funds holding WLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Boreal Capital Management's WLY Position: Q2 2026 in Review

Boreal Capital Management held its John Wiley & Sons Class A (WLY) position steady in Q2 2026 at 196 shares worth $9.51K. The position accounts for 0.01% of the portfolio, ranked #347.

Boreal Capital Management first reported a position in WLY in Q2 2025 and has held it in 5 quarters since. 266 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • Boreal Capital Management held 196 shares of John Wiley & Sons Class A worth $9.51K as of Q2 2026.
  • Boreal Capital Management left its John Wiley & Sons Class A share count unchanged in Q2 2026.
  • John Wiley & Sons Class A made up 0.01% of Boreal Capital Management's portfolio in Q2 2026, its #347 holding.
  • Boreal Capital Management first reported a position in John Wiley & Sons Class A in Q2 2025 and has held it in 5 quarters since.
  • 266 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.