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Code Waechter’s John Wiley & Sons Class A WLY Stock Holding History

Code Waechter’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
Q1 		– Sell
-7,076
Closed -$309K – 138
2024
Q4 		$309K Sell
7,076
-551
-7% -$27K 0.27% 74
2024
Q3 		$368K Buy
+7,627
New +$350K 0.35% 67

Other funds holding WLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
SG Capital Management Chicago, Illinois $1.51B AUM 49.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Code Waechter's WLY Position: Q1 2025 in Review

Code Waechter sold out of John Wiley & Sons Class A (WLY) in Q1 2025, closing a stake of 7,076 shares — an estimated $309K sold.

Code Waechter first reported a position in WLY in Q3 2024 and held it in 2 quarters. The position peaked at $368K in Q3 2024. 255 funds tracked by Wall St. Rank hold WLY as of Q1 2025.

  • Code Waechter reported no remaining John Wiley & Sons Class A position as of Q1 2025 after selling out during the quarter.
  • Code Waechter sold 7,076 John Wiley & Sons Class A shares in Q1 2025, an estimated $309K.
  • Code Waechter first reported a position in John Wiley & Sons Class A in Q3 2024 and held it in 2 quarters.
  • Code Waechter's John Wiley & Sons Class A position peaked at $368K in Q3 2024.
  • 255 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2025.

Based on Code Waechter's 13F filing for Q1 2025, filed 30 Apr 2025.