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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

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VPM
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State Street
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VCM
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return