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Counterpoint Mutual Funds’s John Wiley & Sons Class A WLY Stock Holding History

Counterpoint Mutual Funds’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
-14,998
Closed -$571K – 398
2026
Q1 		$571K Buy
+14,998
New +$486K 0.09% 116

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Vanguard Portfolio Management
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Schroder Investment Management Group
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State Street
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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

Counterpoint Mutual Funds's WLY Position: Q2 2026 in Review

Counterpoint Mutual Funds sold out of John Wiley & Sons Class A (WLY) in Q2 2026, closing a stake of 14,998 shares — an estimated $571K sold.

Counterpoint Mutual Funds first reported a position in WLY in Q1 2026 and held it in 1 quarter. The position peaked at $571K in Q1 2026. 267 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • Counterpoint Mutual Funds reported no remaining John Wiley & Sons Class A position as of Q2 2026 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 14,998 John Wiley & Sons Class A shares in Q2 2026, an estimated $571K.
  • Counterpoint Mutual Funds first reported a position in John Wiley & Sons Class A in Q1 2026 and held it in 1 quarter.
  • Counterpoint Mutual Funds's John Wiley & Sons Class A position peaked at $571K in Q1 2026.
  • 267 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q2 2026, filed 20 Jul 2026.