Citadel Advisors
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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
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-7,600
Closed -$290K – 14988
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 $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Citadel Advisors's WLY Position: Q2 2026 in Review

Citadel Advisors reduced its John Wiley & Sons Class A (WLY) stake by 56% in Q2 2026, selling an estimated $6.76M and leaving 124,434 shares worth $6.04M. The position accounts for ﹤0.01% of the portfolio, ranked #4408.

Citadel Advisors first reported a position in WLY in Q2 2013 and has held it in 53 quarters since. The position peaked at $22.8M in Q3 2023. 267 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • Citadel Advisors held 124,434 shares of John Wiley & Sons Class A worth $6.04M as of Q2 2026.
  • Citadel Advisors sold 160,698 John Wiley & Sons Class A shares in Q2 2026, an estimated $6.76M.
  • John Wiley & Sons Class A made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #4408 holding.
  • Citadel Advisors first reported a position in John Wiley & Sons Class A in Q2 2013 and has held it in 53 quarters since.
  • Citadel Advisors's John Wiley & Sons Class A position peaked at $22.8M in Q3 2023.
  • 267 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.