Capstone Investment Advisors
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Capstone Investment Advisors’s John Wiley & Sons Class A WLY Stock Holding History

Capstone Investment Advisors’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
Q4 		– Sell
-9,321
Closed -$377K – 2099
2025
Q3 		$377K Sell
9,321
-5,895
-39% -$238K ﹤0.01% 1546
2025
Q2 		$679K Buy
+15,216
New +$641K ﹤0.01% 999

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Capstone Investment Advisors's WLY Position: Q4 2025 in Review

Capstone Investment Advisors sold out of John Wiley & Sons Class A (WLY) in Q4 2025, closing a stake of 9,321 shares — an estimated $377K sold.

Capstone Investment Advisors first reported a position in WLY in Q2 2025 and held it in 2 quarters. The position peaked at $679K in Q2 2025. 235 funds tracked by Wall St. Rank hold WLY as of Q4 2025.

  • Capstone Investment Advisors reported no remaining John Wiley & Sons Class A position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 9,321 John Wiley & Sons Class A shares in Q4 2025, an estimated $377K.
  • Capstone Investment Advisors first reported a position in John Wiley & Sons Class A in Q2 2025 and held it in 2 quarters.
  • Capstone Investment Advisors's John Wiley & Sons Class A position peaked at $679K in Q2 2025.
  • 235 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.