Brown Advisory’s John Wiley & Sons Class A WLY Stock Holding History

Brown Advisory’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	$46.1M	Buy	1,209,416 +166,735	+16%	+$5.4M	0.08%	204
2025 Q4	$31.9M	Sell	1,042,681 -163,382	-14%	-$5.75M	0.04%	261
2025 Q3	$48.8M	Sell	1,206,063 -22,785	-2%	-$920K	0.06%	203
2025 Q2	$54.8M	Buy	1,228,848 +43,894	+4%	+$1.85M	0.07%	187
2025 Q1	$52.8M	Buy	1,184,954 +158,192	+15%	+$6.68M	0.08%	179
2024 Q4	$44.9M	Buy	+1,026,762	New	+$50.4M	0.06%	226
2022 Q1	–	Sell	-4,069	Closed	-$233K	–	1253
2021 Q4	$233K	Buy	+4,069	New	+$220K	﹤0.01%	1130

Other funds holding WLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brown Advisory's WLY Position: Q1 2026 in Review

Brown Advisory increased its John Wiley & Sons Class A (WLY) stake by 16% in Q1 2026, buying an estimated $5.4M and bringing the position to 1,209,416 shares worth $46.1M. The position accounts for 0.08% of the portfolio, ranked #204.

Brown Advisory first reported a position in WLY in Q4 2021 and has held it in 7 quarters since. The position peaked at $54.8M in Q2 2025. 248 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

Brown Advisory held 1,209,416 shares of John Wiley & Sons Class A worth $46.1M as of Q1 2026.
Brown Advisory bought 166,735 John Wiley & Sons Class A shares in Q1 2026, an estimated $5.4M.
John Wiley & Sons Class A made up 0.08% of Brown Advisory's portfolio in Q1 2026, its #204 holding.
Brown Advisory first reported a position in John Wiley & Sons Class A in Q4 2021 and has held it in 7 quarters since.
Brown Advisory's John Wiley & Sons Class A position peaked at $54.8M in Q2 2025.
248 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.