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Coldstream Capital Management’s John Wiley & Sons Class A WLY Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-78
Closed -$3.48K – 3362
2025
Q1 		$3.48K Buy
+78
New +$3.3K ﹤0.01% 2836

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Coldstream Capital Management's WLY Position: Q2 2025 in Review

Coldstream Capital Management sold out of John Wiley & Sons Class A (WLY) in Q2 2025, closing a stake of 78 shares — an estimated $3.48K sold.

Coldstream Capital Management first reported a position in WLY in Q1 2025 and held it in 1 quarter. The position peaked at $3.48K in Q1 2025. 268 funds tracked by Wall St. Rank hold WLY as of Q2 2025.

  • Coldstream Capital Management reported no remaining John Wiley & Sons Class A position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 78 John Wiley & Sons Class A shares in Q2 2025, an estimated $3.48K.
  • Coldstream Capital Management first reported a position in John Wiley & Sons Class A in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's John Wiley & Sons Class A position peaked at $3.48K in Q1 2025.
  • 268 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.