Citadel Advisors
WLY icon

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
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$290K Sell
7,600
-3,500
-32% -$113K ﹤0.01% 10547
2025
Q4 		$340K Sell
11,100
-1,100
-9% -$38.7K ﹤0.01% 9872
2025
Q3 		$494K Buy
12,200
+7,700
+171% +$311K ﹤0.01% 9169
2025
Q2 		$201K Buy
4,500
+3,100
+221% +$131K ﹤0.01% 10671
2025
Q1 		$62.4K Sell
1,400
-12,700
-90% -$537K ﹤0.01% 12063
2024
Q4 		$616K Buy
14,100
+6,100
+76% +$299K ﹤0.01% 8086
2024
Q3 		$386K Sell
8,000
-1,800
-18% -$82.6K ﹤0.01% 8790
2024
Q2 		$399K Buy
9,800
+200
+2% +$7.62K ﹤0.01% 8531
2024
Q1 		$366K Buy
9,600
+2,800
+41% +$95.8K ﹤0.01% 9038
2023
Q4 		$216K Sell
6,800
-16,900
-71% -$529K ﹤0.01% 9799
2023
Q3 		$881K Buy
23,700
+15,300
+182% +$543K ﹤0.01% 6837
2023
Q2 		$286K Buy
8,400
+200
+2% +$7.29K ﹤0.01% 9157
2023
Q1 		$318K Buy
8,200
+4,800
+141% +$205K ﹤0.01% 9267
2022
Q4 		$136K Buy
+3,400
New +$142K ﹤0.01% 10755

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