BA
WLY icon

Bridgewater Associates’s John Wiley & Sons Class A WLY Stock Holding History

Bridgewater Associates’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 		– Sell
-95,586
Closed -$3.64M – 1189
2026
Q1 		$3.64M Buy
95,586
+78,604
+463% +$2.55M 0.02% 494
2025
Q4 		$520K Buy
+16,982
New +$598K ﹤0.01% 966
2024
Q3 		– Sell
-19,073
Closed -$776K – 938
2024
Q2 		$776K Buy
+19,073
New +$727K ﹤0.01% 703
2019
Q4 		– Sell
-7,317
Closed -$322K – 581
2019
Q3 		$322K Buy
+7,317
New +$326K ﹤0.01% 300
2019
Q1 		– Sell
-30,451
Closed -$1.43M – 512
2018
Q4 		$1.43M Buy
30,451
+26,856
+747% +$1.45M 0.01% 289
2018
Q3 		$218K Sell
3,595
-6,622
-65% -$412K ﹤0.01% 347
2018
Q2 		$638K Sell
10,217
-6,858
-40% -$455K 0.01% 303
2018
Q1 		$1.09M Buy
+17,075
New +$1.11M 0.01% 258
2017
Q3 		– Sell
-4,387
Closed -$231K – 402
2017
Q2 		$231K Buy
+4,387
New +$229K ﹤0.01% 326
2016
Q1 		– Sell
-6,863
Closed -$309K – 311
2015
Q4 		$309K Sell
6,863
-15,784
-70% -$782K ﹤0.01% 237
2015
Q3 		$1.13M Buy
+22,647
New +$1.18M 0.02% 232
2015
Q2 		– Sell
-4,547
Closed -$278K – 404
2015
Q1 		$278K Buy
4,547
+48
+1% +$2.95K ﹤0.01% 283
2014
Q4 		$267K Buy
+4,499
New +$259K ﹤0.01% 290

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

Bridgewater Associates's WLY Position: Q2 2026 in Review

Bridgewater Associates sold out of John Wiley & Sons Class A (WLY) in Q2 2026, closing a stake of 95,586 shares — an estimated $3.64M sold.

Bridgewater Associates first reported a position in WLY in Q4 2014 and held it in 13 quarters. The position peaked at $3.64M in Q1 2026. 266 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • Bridgewater Associates reported no remaining John Wiley & Sons Class A position as of Q2 2026 after selling out during the quarter.
  • Bridgewater Associates sold 95,586 John Wiley & Sons Class A shares in Q2 2026, an estimated $3.64M.
  • Bridgewater Associates first reported a position in John Wiley & Sons Class A in Q4 2014 and held it in 13 quarters.
  • Bridgewater Associates's John Wiley & Sons Class A position peaked at $3.64M in Q1 2026.
  • 266 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.