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Capital A Wealth Management’s John Wiley & Sons Class A WLY Stock Holding History

Capital A Wealth 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
2025
Q1 		– Sell
-2
Closed -$87 – 910
2024
Q4 		$87 Buy
+2
New +$98 ﹤0.01% 780

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CCP
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MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
SG Capital Management Chicago, Illinois $1.51B AUM 49.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital A Wealth Management's WLY Position: Q1 2025 in Review

Capital A Wealth Management sold out of John Wiley & Sons Class A (WLY) in Q1 2025, closing a stake of 2 shares — an estimated $87 sold.

Capital A Wealth Management first reported a position in WLY in Q4 2024 and held it in 1 quarter. The position peaked at $87 in Q4 2024. 255 funds tracked by Wall St. Rank hold WLY as of Q1 2025.

  • Capital A Wealth Management reported no remaining John Wiley & Sons Class A position as of Q1 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 2 John Wiley & Sons Class A shares in Q1 2025, an estimated $87.
  • Capital A Wealth Management first reported a position in John Wiley & Sons Class A in Q4 2024 and held it in 1 quarter.
  • Capital A Wealth Management's John Wiley & Sons Class A position peaked at $87 in Q4 2024.
  • 255 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2025.

Based on Capital A Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.