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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-43,208	Closed	-$1.93M	–	1089
2025 Q1	$1.93M	Sell	43,208 -43,713	-50%	-$1.95M	0.07%	499
2024 Q4	$3.8M	Buy	86,921 +53,233	+158%	+$2.33M	0.16%	235
2024 Q3	$1.63M	Buy	+33,688	New	+$1.63M	0.07%	458