CIAM
WLY icon

Caitong International Asset Management’s John Wiley & Sons Class A WLY Stock Holding History

Caitong International 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
Q1 		– Sell
-827
Closed -$25.3K – 3090
2025
Q4 		$25.3K Buy
827
+600
+264% +$21.1K 0.01% 937
2025
Q3 		$9.19K Buy
227
+226
+22,600% +$9.12K 0.01% 1041
2025
Q2 		$45 Buy
+1
New +$42 ﹤0.01% 1877

Other funds holding WLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
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
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Caitong International Asset Management's WLY Position: Q1 2026 in Review

Caitong International Asset Management sold out of John Wiley & Sons Class A (WLY) in Q1 2026, closing a stake of 827 shares — an estimated $25.3K sold.

Caitong International Asset Management first reported a position in WLY in Q2 2025 and held it in 3 quarters. The position peaked at $25.3K in Q4 2025. 249 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

  • Caitong International Asset Management reported no remaining John Wiley & Sons Class A position as of Q1 2026 after selling out during the quarter.
  • Caitong International Asset Management sold 827 John Wiley & Sons Class A shares in Q1 2026, an estimated $25.3K.
  • Caitong International Asset Management first reported a position in John Wiley & Sons Class A in Q2 2025 and held it in 3 quarters.
  • Caitong International Asset Management's John Wiley & Sons Class A position peaked at $25.3K in Q4 2025.
  • 249 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on Caitong International Asset Management's 13F filing for Q1 2026, filed 11 May 2026.