Dimensional Fund Advisors’s John Wiley & Sons Class A WLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $69.7M | Buy |
1,829,676
+228,864
| +14% | +$7.42M | 0.01% | 1313 |
|
|
2025
Q4 | $49M | Buy |
1,600,812
+43,012
| +3% | +$1.52M | 0.01% | 1521 |
|
|
2025
Q3 | $63M | Buy |
1,557,800
+55,155
| +4% | +$2.23M | 0.01% | 1391 |
|
|
2025
Q2 | $67.1M | Sell |
1,502,645
-20,247
| -1% | -$853K | 0.02% | 1318 |
|
|
2025
Q1 | $67.9M | Buy |
1,522,892
+15,698
| +1% | +$663K | 0.02% | 1274 |
|
|
2024
Q4 | $65.9M | Sell |
1,507,194
-148,434
| -9% | -$7.28M | 0.02% | 1343 |
|
|
2024
Q3 | $79.9M | Sell |
1,655,628
-268,870
| -14% | -$12.3M | 0.02% | 1202 |
|
|
2024
Q2 | $78.3M | Buy |
1,924,498
+90,693
| +5% | +$3.46M | 0.02% | 1153 |
|
|
2024
Q1 | $69.9M | Buy |
1,833,805
+64,609
| +4% | +$2.21M | 0.02% | 1233 |
|
|
2023
Q4 | $56.2M | Sell |
1,769,196
-10,523
| -0.6% | -$329K | 0.02% | 1358 |
|
|
2023
Q3 | $66.2M | Buy |
1,779,719
+153,440
| +9% | +$5.44M | 0.02% | 1134 |
|
|
2023
Q2 | $55.3M | Buy |
1,626,279
+5,988
| +0.4% | +$218K | 0.02% | 1280 |
|
|
2023
Q1 | $62.8M | Buy |
1,620,291
+111,954
| +7% | +$4.77M | 0.02% | 1152 |
|
|
2022
Q4 | $60.4K | Sell |
1,508,337
-50,765
| -3% | -$2.12M | 0.02% | 1171 |
|
|
2022
Q3 | $58.6M | Buy |
1,559,102
+19,405
| +1% | +$922K | 0.02% | 1092 |
|
|
2022
Q2 | $73.5M | Buy |
1,539,697
+46,420
| +3% | +$2.37M | 0.03% | 967 |
|
|
2022
Q1 | $79.2M | Buy |
1,493,277
+16,724
| +1% | +$878K | 0.02% | 1027 |
|
|
2021
Q4 | $84.6M | Buy |
1,476,553
+40,456
| +3% | +$2.19M | 0.03% | 1022 |
|
|
2021
Q3 | $75M | Buy |
1,436,097
+14,507
| +1% | +$832K | 0.02% | 1073 |
|
|
2021
Q2 | $85.5M | Sell |
1,421,590
-46,584
| -3% | -$2.77M | 0.03% | 984 |
|
|
2021
Q1 | $79.6M | Sell |
1,468,174
-87,847
| -6% | -$4.47M | 0.03% | 1032 |
|
|
2020
Q4 | $71M | Sell |
1,556,021
-98,418
| -6% | -$3.56M | 0.03% | 1068 |
|
|
2020
Q3 | $52.5M | Sell |
1,654,439
-78,978
| -5% | -$2.68M | 0.02% | 1157 |
|
|
2020
Q2 | $67.6M | Buy |
1,733,417
+122,051
| +8% | +$4.66M | 0.03% | 896 |
|
|
2020
Q1 | $60.4M | Buy |
1,611,366
+2,536
| +0.2% | +$106K | 0.03% | 846 |
|
|
2019
Q4 | $78.1M | Sell |
1,608,830
-13,537
| -0.8% | -$629K | 0.03% | 971 |
|
|
2019
Q3 | $71.3M | Buy |
1,622,367
+20,680
| +1% | +$923K | 0.03% | 1006 |
|
|
2019
Q2 | $73.5M | Buy |
1,601,687
+47,906
| +3% | +$2.18M | 0.03% | 1005 |
|
|
2019
Q1 | $68.7M | Buy |
1,553,781
+100,225
| +7% | +$4.92M | 0.03% | 1036 |
|
|
2018
Q4 | $68.3M | Buy |
1,453,556
+54,538
| +4% | +$2.94M | 0.03% | 903 |
|
|
2018
Q3 | $84.8M | Buy |
1,399,018
+65,469
| +5% | +$4.07M | 0.03% | 860 |
|
|
2018
Q2 | $83.2M | Buy |
1,333,549
+7,970
| +0.6% | +$529K | 0.03% | 823 |
|
|
2018
Q1 | $84.4M | Sell |
1,325,579
-9,742
| -0.7% | -$632K | 0.04% | 757 |
|
|
2017
Q4 | $87.8M | Buy |
1,335,321
+17,701
| +1% | +$1.02M | 0.04% | 724 |
|
|
2017
Q3 | $70.5M | Buy |
1,317,620
+34,926
| +3% | +$1.87M | 0.03% | 899 |
|
|
2017
Q2 | $67.7M | Buy |
1,282,694
+69,400
| +6% | +$3.63M | 0.03% | 880 |
|
|
2017
Q1 | $65.3M | Buy |
1,213,294
+27,306
| +2% | +$1.48M | 0.03% | 870 |
|
|
2016
Q4 | $64.6M | Buy |
1,185,988
+14,401
| +1% | +$768K | 0.03% | 843 |
|
|
2016
Q3 | $60.5M | Buy |
1,171,587
+48,231
| +4% | +$2.64M | 0.03% | 845 |
|
|
2016
Q2 | $58.6M | Buy |
1,123,356
+146,776
| +15% | +$7.41M | 0.03% | 805 |
|
|
2016
Q1 | $47.7M | Buy |
976,580
+218,925
| +29% | +$9.56M | 0.03% | 978 |
|
|
2015
Q4 | $34.1M | Buy |
757,655
+237,368
| +46% | +$11.8M | 0.02% | 1262 |
|
|
2015
Q3 | $26M | Buy |
520,287
+69,234
| +15% | +$3.6M | 0.02% | 1481 |
|
|
2015
Q2 | $24.5M | Buy |
451,053
+58,197
| +15% | +$3.38M | 0.02% | 1628 |
|
|
2015
Q1 | $24M | Buy |
392,856
+35,281
| +10% | +$2.17M | 0.02% | 1609 |
|
|
2014
Q4 | $21.2M | Buy |
357,575
+46,081
| +15% | +$2.65M | 0.01% | 1689 |
|
|
2014
Q3 | $17.5M | Buy |
311,494
+8,112
| +3% | +$483K | 0.01% | 1781 |
|
|
2014
Q2 | $18.4M | Buy |
303,382
+32,264
| +12% | +$1.83M | 0.01% | 1733 |
|
|
2014
Q1 | $15.6M | Buy |
271,118
+3,560
| +1% | +$198K | 0.01% | 1811 |
|
|
2013
Q4 | $14.8M | Buy |
267,558
+9,189
| +4% | +$465K | 0.01% | 1836 |
|
|
2013
Q3 | $12.3M | Buy |
258,369
+57,666
| +29% | +$2.58M | 0.01% | 1917 |
|
|
2013
Q2 | $8.05M | Buy |
+200,703
| New | +$7.79M | 0.01% | 2196 |
|
Other funds holding WLY
VPM
VCM
SAM
