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D.A. Davidson & Co’s John Wiley & Sons Class A WLY Stock Holding History

D.A. Davidson & Co’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
-61,858
Closed -$2.7M – 1508
2024
Q4 		$2.7M Buy
61,858
+17,630
+40% +$865K 0.02% 473
2024
Q3 		$2.13M Buy
+44,228
New +$2.03M 0.02% 528
2017
Q2 		– Sell
-100
Closed -$5K – 2445
2017
Q1 		$5K Sell
100
-111
-53% -$6.03K ﹤0.01% 2184
2016
Q4 		$11K Buy
+211
New +$11.3K ﹤0.01% 2099
2013
Q3 		– Sell
-1,678
Closed -$67K – 1795
2013
Q2 		$67K Buy
+1,678
New +$65.2K ﹤0.01% 1018

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

D.A. Davidson & Co's WLY Position: Q1 2025 in Review

D.A. Davidson & Co sold out of John Wiley & Sons Class A (WLY) in Q1 2025, closing a stake of 61,858 shares — an estimated $2.7M sold.

D.A. Davidson & Co first reported a position in WLY in Q2 2013 and held it in 5 quarters. The position peaked at $2.7M in Q4 2024. 255 funds tracked by Wall St. Rank hold WLY as of Q1 2025.

  • D.A. Davidson & Co reported no remaining John Wiley & Sons Class A position as of Q1 2025 after selling out during the quarter.
  • D.A. Davidson & Co sold 61,858 John Wiley & Sons Class A shares in Q1 2025, an estimated $2.7M.
  • D.A. Davidson & Co first reported a position in John Wiley & Sons Class A in Q2 2013 and held it in 5 quarters.
  • D.A. Davidson & Co's John Wiley & Sons Class A position peaked at $2.7M in Q4 2024.
  • 255 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2025.

Based on D.A. Davidson & Co's 13F filing for Q1 2025, filed 28 Apr 2025.