CIBC World Markets’s John Wiley & Sons Class A WLY Stock Holding History

CIBC World Markets’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 Q2	$226K	Sell	5,074 -3,654	-42%	-$154K	﹤0.01%	1222
2025 Q1	$389K	Buy	+8,728	New	+$369K	﹤0.01%	1126
2021 Q2	–	Sell	-4,675	Closed	-$253K	–	966
2021 Q1	$253K	Buy	+4,675	New	+$238K	﹤0.01%	969
2018 Q3	–	Sell	-80,300	Closed	-$5.01M	–	721
2018 Q2	$5.01M	Hold	80,300	–	–	0.04%	362
2018 Q1	$5.12M	Buy	+80,300	New	+$5.21M	0.05%	286

Other funds holding WLY

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

CIBC World Markets's WLY Position: Q2 2025 in Review

CIBC World Markets reduced its John Wiley & Sons Class A (WLY) stake by 42% in Q2 2025, selling an estimated $154K and leaving 5,074 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #1222.

CIBC World Markets first reported a position in WLY in Q1 2018 and has held it in 5 quarters since. The position peaked at $5.12M in Q1 2018. 268 funds tracked by Wall St. Rank hold WLY as of Q2 2025.

CIBC World Markets held 5,074 shares of John Wiley & Sons Class A worth $226K as of Q2 2025.
CIBC World Markets sold 3,654 John Wiley & Sons Class A shares in Q2 2025, an estimated $154K.
John Wiley & Sons Class A made up ﹤0.01% of CIBC World Markets's portfolio in Q2 2025, its #1222 holding.
CIBC World Markets first reported a position in John Wiley & Sons Class A in Q1 2018 and has held it in 5 quarters since.
CIBC World Markets's John Wiley & Sons Class A position peaked at $5.12M in Q1 2018.
268 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2025.

Based on CIBC World Markets's 13F filing for Q2 2025, filed 14 Aug 2025.