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Cannell & Spears’s John Wiley & Sons Class A WLY Stock Holding History

Cannell & Spears’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 		$2.57M Hold
67,422
– – 0.05% 176
2025
Q4 		$2.07M Hold
67,422
– – 0.04% 193
2025
Q3 		$2.73M Sell
67,422
-552
-0.8% -$22.3K 0.05% 171
2025
Q2 		$3.03M Sell
67,974
-797
-1% -$33.6K 0.06% 170
2025
Q1 		$3.06M Hold
68,771
– – 0.07% 165
2024
Q4 		$3.01M Hold
68,771
– – 0.06% 163
2024
Q3 		$3.32M Sell
68,771
-4,675
-6% -$215K 0.07% 156
2024
Q2 		$2.99M Sell
73,446
-4,407
-6% -$168K 0.06% 152
2024
Q1 		$2.97M Buy
+77,853
New +$2.66M 0.06% 154

Other funds holding WLY

BlackRock
BlackRock New York $5.7T 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 $245B 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