FRM
WLY icon

Fox Run Management’s John Wiley & Sons Class A WLY Stock Holding History

Fox Run Management’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
2026
Q1 		– Sell
-19,145
Closed -$586K – 1280
2025
Q4 		$586K Buy
+19,145
New +$674K 0.09% 425
2025
Q3 		– Sell
-9,525
Closed -$425K – 1277
2025
Q2 		$425K Buy
+9,525
New +$401K 0.07% 533
2025
Q1 		– Sell
-15,077
Closed -$659K – 1271
2024
Q4 		$659K Buy
+15,077
New +$740K 0.12% 345
2024
Q3 		– Sell
-13,794
Closed -$561K – 1132
2024
Q2 		$561K Buy
+13,794
New +$526K 0.11% 366
2023
Q4 		– Sell
-31,346
Closed -$1.17M – 1053
2023
Q3 		$1.17M Buy
+31,346
New +$1.11M 0.34% 43
2019
Q3 		– Sell
-4,659
Closed -$214K – 586
2019
Q2 		$214K Buy
+4,659
New +$212K 0.14% 348

Other funds holding WLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Fox Run Management's WLY Position: Q1 2026 in Review

Fox Run Management sold out of John Wiley & Sons Class A (WLY) in Q1 2026, closing a stake of 19,145 shares — an estimated $586K sold.

Fox Run Management first reported a position in WLY in Q2 2019 and held it in 6 quarters. The position peaked at $1.17M in Q3 2023. 249 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

  • Fox Run Management reported no remaining John Wiley & Sons Class A position as of Q1 2026 after selling out during the quarter.
  • Fox Run Management sold 19,145 John Wiley & Sons Class A shares in Q1 2026, an estimated $586K.
  • Fox Run Management first reported a position in John Wiley & Sons Class A in Q2 2019 and held it in 6 quarters.
  • Fox Run Management's John Wiley & Sons Class A position peaked at $1.17M in Q3 2023.
  • 249 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on Fox Run Management's 13F filing for Q1 2026, filed 12 May 2026.