Dimensional Fund Advisors’s John Wiley & Sons Class B WLYB Stock Holding History

Dimensional Fund Advisors’s Portfolio WLYB Stock Details WLYB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6,461	Closed	-$312K	–	3367
2024 Q3	$312K	Sell	6,461 -3,411	-35%	-$156K	﹤0.01%	3102
2024 Q2	$404K	Sell	9,872 -5,375	-35%	-$206K	﹤0.01%	3057
2024 Q1	$579K	Sell	15,247 -3,077	-17%	-$105K	﹤0.01%	3018
2023 Q4	$589K	Sell	18,324 -2,670	-13%	-$82.9K	﹤0.01%	3016
2023 Q3	$785K	Sell	20,994 -23	-0.1%	-$810	﹤0.01%	2968
2023 Q2	$694K	Buy	21,017 +10	+0%	+$364	﹤0.01%	3001
2023 Q1	$781K	Sell	21,007 -55	-0.3%	-$2.26K	﹤0.01%	2954
2022 Q4	$826	Hold	21,062	–	–	﹤0.01%	2939
2022 Q3	$856K	Hold	21,062	–	–	﹤0.01%	2927
2022 Q2	$1.01M	Buy	21,062 +236	+1%	+$12.1K	﹤0.01%	2913
2022 Q1	$1.11M	Sell	20,826 -111	-0.5%	-$5.91K	﹤0.01%	2970
2021 Q4	$1.17M	Sell	20,937 -441	-2%	-$23.7K	﹤0.01%	2995
2021 Q3	$1.14M	Buy	21,378 +600	+3%	+$34.4K	﹤0.01%	3017
2021 Q2	$1.25M	Buy	20,778 +215	+1%	+$12.6K	﹤0.01%	2986
2021 Q1	$1.09M	Hold	20,563	–	–	﹤0.01%	3000
2020 Q4	$934K	Sell	20,563 -265	-1%	-$9.59K	﹤0.01%	2992
2020 Q3	$666K	Hold	20,828	–	–	﹤0.01%	3010
2020 Q2	$822K	Hold	20,828	–	–	﹤0.01%	2987
2020 Q1	$784K	Hold	20,828	–	–	﹤0.01%	2967
2019 Q4	$1.01M	Hold	20,828	–	–	﹤0.01%	3006
2019 Q3	$922K	Buy	20,828 +455	+2%	+$20.2K	﹤0.01%	3028
2019 Q2	$936K	Hold	20,373	–	–	﹤0.01%	3065
2019 Q1	$890K	Hold	20,373	–	–	﹤0.01%	3061
2018 Q4	$954K	Sell	20,373 -70	-0.3%	-$3.76K	﹤0.01%	3023
2018 Q3	$1.25M	Buy	20,443 +900	+5%	+$55.8K	﹤0.01%	3023
2018 Q2	$1.23M	Hold	19,543	–	–	﹤0.01%	2986
2018 Q1	$1.24M	Hold	19,543	–	–	﹤0.01%	2965
2017 Q4	$1.28M	Hold	19,543	–	–	﹤0.01%	2939
2017 Q3	$1.05M	Hold	19,543	–	–	﹤0.01%	2988
2017 Q2	$1.03M	Hold	19,543	–	–	﹤0.01%	2974
2017 Q1	$1.06M	Buy	19,543 +385	+2%	+$20.8K	﹤0.01%	2965
2016 Q4	$1.05M	Buy	19,158 +647	+3%	+$35.4K	﹤0.01%	2951
2016 Q3	$997K	Hold	18,511	–	–	﹤0.01%	2938
2016 Q2	$963K	Hold	18,511	–	–	﹤0.01%	2935
2016 Q1	$914K	Hold	18,511	–	–	﹤0.01%	2936
2015 Q4	$840K	Hold	18,511	–	–	﹤0.01%	2995
2015 Q3	$917K	Hold	18,511	–	–	﹤0.01%	3006
2015 Q2	$1M	Buy	18,511 +309	+2%	+$18K	﹤0.01%	3018
2015 Q1	$1.11M	Buy	18,202 +170	+0.9%	+$10.5K	﹤0.01%	2961
2014 Q4	$1.09M	Buy	18,032 +499	+3%	+$28.5K	﹤0.01%	2989
2014 Q3	$997K	Buy	17,533 +176	+1%	+$10.5K	﹤0.01%	3009
2014 Q2	$1.05M	Hold	17,357	–	–	﹤0.01%	3028
2014 Q1	$988K	Hold	17,357	–	–	﹤0.01%	3043
2013 Q4	$958K	Hold	17,357	–	–	﹤0.01%	3038
2013 Q3	$818K	Sell	17,357 -26	-0.1%	-$1.15K	﹤0.01%	3078
2013 Q2	$696K	Buy	+17,383	New	+$682K	﹤0.01%	3093

Other funds holding WLYB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return

CSC

Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors's WLYB Position: Q4 2024 in Review

Dimensional Fund Advisors sold out of John Wiley & Sons Class B (WLYB) in Q4 2024, closing a stake of 6,461 shares — an estimated $312K sold.

Dimensional Fund Advisors first reported a position in WLYB in Q2 2013 and held it in 46 quarters. The position peaked at $1.28M in Q4 2017. 14 funds tracked by Wall St. Rank hold WLYB as of Q4 2024.

Dimensional Fund Advisors reported no remaining John Wiley & Sons Class B position as of Q4 2024 after selling out during the quarter.
Dimensional Fund Advisors sold 6,461 John Wiley & Sons Class B shares in Q4 2024, an estimated $312K.
Dimensional Fund Advisors first reported a position in John Wiley & Sons Class B in Q2 2013 and held it in 46 quarters.
Dimensional Fund Advisors's John Wiley & Sons Class B position peaked at $1.28M in Q4 2017.
14 funds tracked by Wall St. Rank held John Wiley & Sons Class B as of Q4 2024.

Based on Dimensional Fund Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.