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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
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

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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B 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

Freestone Grove Partners's WLY Position: Q1 2026 in Review

Freestone Grove Partners reduced its John Wiley & Sons Class A (WLY) stake by 22% in Q1 2026, selling an estimated $126K and leaving 13,485 shares worth $514K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

Freestone Grove Partners first reported a position in WLY in Q2 2025 and has held it in 4 quarters since. The position peaked at $532K in Q4 2025. 248 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

  • Freestone Grove Partners held 13,485 shares of John Wiley & Sons Class A worth $514K as of Q1 2026.
  • Freestone Grove Partners sold 3,892 John Wiley & Sons Class A shares in Q1 2026, an estimated $126K.
  • John Wiley & Sons Class A made up ﹤0.01% of Freestone Grove Partners's portfolio in Q1 2026, its #592 holding.
  • Freestone Grove Partners first reported a position in John Wiley & Sons Class A in Q2 2025 and has held it in 4 quarters since.
  • Freestone Grove Partners's John Wiley & Sons Class A position peaked at $532K in Q4 2025.
  • 248 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.