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Citadel Advisors’s
John Wiley & Sons Class A
WLY
Stock Holding History
Citadel Advisors’s Portfolio
WLY Stock Details
WLY Fund Activity
Bought
Maintained
Sold
Shares
Call Options
Put Options
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$271K
Sell
7,100
-3,200
-31%
-$104K
﹤0.01%
10704
2025
Q4
$315K
Buy
10,300
+1,400
+16%
+$49.3K
﹤0.01%
10017
2025
Q3
$360K
Sell
8,900
-15,600
-64%
-$630K
﹤0.01%
9932
2025
Q2
$1.09M
Buy
24,500
+20,600
+528%
+$868K
﹤0.01%
6900
2025
Q1
$174K
Buy
3,900
+3,000
+333%
+$127K
﹤0.01%
10648
2024
Q4
$39.3K
Sell
900
-7,800
-90%
-$383K
﹤0.01%
12623
2024
Q3
$420K
Buy
8,700
+4,800
+123%
+$220K
﹤0.01%
8641
2024
Q2
$159K
Sell
3,900
-12,000
-75%
-$457K
﹤0.01%
10259
2024
Q1
$606K
Sell
15,900
-16,300
-51%
-$558K
﹤0.01%
7960
2023
Q4
$1.02M
Buy
32,200
+11,600
+56%
+$363K
﹤0.01%
6632
2023
Q3
$766K
Buy
20,600
+3,000
+17%
+$106K
﹤0.01%
7149
2023
Q2
$599K
Buy
17,600
+14,600
+487%
+$532K
﹤0.01%
7545
2023
Q1
$116K
Buy
3,000
+2,400
+400%
+$102K
﹤0.01%
11047
2022
Q4
$24K
Buy
+600
New
+$25.1K
﹤0.01%
12988
2022
Q3
–
Sell
-13,800
Closed
-$659K
–
13962
2022
Q2
$659K
Sell
13,800
-6,900
-33%
-$353K
﹤0.01%
8028
2022
Q1
$1.1M
Buy
+20,700
New
+$1.09M
﹤0.01%
7483
Other funds holding WLY
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
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
London, United Kingdom
$122B AUM
29.27%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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
Toronto, Ontario, Canada
$245B AUM
31.4%
1-Year Est. Return
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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