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

Freestone Grove 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
2026
Q2 		$697K Buy
14,368
+883
+7% +$37.1K ﹤0.01% 596
2026
Q1 		$514K Sell
13,485
-3,892
-22% -$126K ﹤0.01% 592
2025
Q4 		$532K Buy
17,377
+7,630
+78% +$269K ﹤0.01% 561
2025
Q3 		$394K Buy
9,747
+4,393
+82% +$177K ﹤0.01% 572
2025
Q2 		$239K Buy
+5,354
New +$226K ﹤0.01% 613

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Freestone Grove Partners's WLY Position: Q2 2026 in Review

Freestone Grove Partners increased its John Wiley & Sons Class A (WLY) stake by 6.5% in Q2 2026, buying an estimated $37.1K and bringing the position to 14,368 shares worth $697K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Freestone Grove Partners first reported a position in WLY in Q2 2025 and has held it in 5 quarters since. 267 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • Freestone Grove Partners held 14,368 shares of John Wiley & Sons Class A worth $697K as of Q2 2026.
  • Freestone Grove Partners bought 883 John Wiley & Sons Class A shares in Q2 2026, an estimated $37.1K.
  • John Wiley & Sons Class A made up ﹤0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #596 holding.
  • Freestone Grove Partners first reported a position in John Wiley & Sons Class A in Q2 2025 and has held it in 5 quarters since.
  • 267 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.