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Edgestream Partners’s John Wiley & Sons Class A WLY Stock Holding History

Edgestream Partners’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
-43,208
Closed -$1.93M – 1089
2025
Q1 		$1.93M Sell
43,208
-43,713
-50% -$1.85M 0.07% 499
2024
Q4 		$3.8M Buy
86,921
+53,233
+158% +$2.61M 0.16% 235
2024
Q3 		$1.63M Buy
+33,688
New +$1.55M 0.07% 458

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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

Edgestream Partners's WLY Position: Q2 2025 in Review

Edgestream Partners sold out of John Wiley & Sons Class A (WLY) in Q2 2025, closing a stake of 43,208 shares — an estimated $1.93M sold.

Edgestream Partners first reported a position in WLY in Q3 2024 and held it in 3 quarters. The position peaked at $3.8M in Q4 2024. 268 funds tracked by Wall St. Rank hold WLY as of Q2 2025.

  • Edgestream Partners reported no remaining John Wiley & Sons Class A position as of Q2 2025 after selling out during the quarter.
  • Edgestream Partners sold 43,208 John Wiley & Sons Class A shares in Q2 2025, an estimated $1.93M.
  • Edgestream Partners first reported a position in John Wiley & Sons Class A in Q3 2024 and held it in 3 quarters.
  • Edgestream Partners's John Wiley & Sons Class A position peaked at $3.8M in Q4 2024.
  • 268 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2025.

Based on Edgestream Partners's 13F filing for Q2 2025, filed 13 Aug 2025.