CEI
WLY icon

Clark Estates Inc’s John Wiley & Sons Class A WLY Stock Holding History

Clark Estates Inc’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 		$2.55M Hold
67,000
– – 0.61% 30
2025
Q4 		$2.05M Buy
67,000
+9,748
+17% +$343K 0.5% 64
2025
Q3 		$2.32M Hold
57,252
– – 0.53% 38
2025
Q2 		$2.56M Hold
57,252
– – 0.57% 21
2025
Q1 		$2.55M Sell
57,252
-21,861
-28% -$924K 0.54% 25
2024
Q4 		$3.46M Sell
79,113
-9,587
-11% -$470K 0.67% 26
2024
Q3 		$4.28M Sell
88,700
-7,100
-7% -$326K 0.8% 19
2024
Q2 		$3.9M Sell
95,800
-11,700
-11% -$446K 0.73% 18
2024
Q1 		$4.1M Buy
107,500
+17,500
+19% +$599K 0.68% 24
2023
Q4 		$2.86M Hold
90,000
– – 0.48% 71
2023
Q3 		$3.35M Buy
+90,000
New +$3.19M 0.61% 33

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