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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
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

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Schroder Investment Management Group
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State Street
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Dimensional Fund Advisors
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VCM
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Brown Advisory
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SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Boreal Capital Management's WLY Position: Q1 2026 in Review

Boreal Capital Management held its John Wiley & Sons Class A (WLY) position steady in Q1 2026 at 196 shares worth $7.47K. The position accounts for 0.01% of the portfolio, ranked #365.

Boreal Capital Management first reported a position in WLY in Q2 2025 and has held it in 4 quarters since. The position peaked at $8.75K in Q2 2025. 248 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

  • Boreal Capital Management held 196 shares of John Wiley & Sons Class A worth $7.47K as of Q1 2026.
  • Boreal Capital Management left its John Wiley & Sons Class A share count unchanged in Q1 2026.
  • John Wiley & Sons Class A made up 0.01% of Boreal Capital Management's portfolio in Q1 2026, its #365 holding.
  • Boreal Capital Management first reported a position in John Wiley & Sons Class A in Q2 2025 and has held it in 4 quarters since.
  • Boreal Capital Management's John Wiley & Sons Class A position peaked at $8.75K in Q2 2025.
  • 248 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on Boreal Capital Management's 13F filing for Q1 2026, filed 14 May 2026.