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Gallagher Fiduciary Advisors’s John Wiley & Sons Class A WLY Stock Holding History

Gallagher Fiduciary Advisors’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
2025
Q3 		– Sell
-13,366
Closed -$597K – 347
2025
Q2 		$597K Buy
13,366
+2,448
+22% +$103K 0.02% 150
2025
Q1 		$486K Buy
10,918
+690
+7% +$29.2K 0.02% 158
2024
Q4 		$447K Buy
10,228
+1,545
+18% +$75.8K 0.09% 158
2024
Q3 		$419K Buy
8,683
+2,098
+32% +$96.3K 0.08% 140
2024
Q2 		$268K Buy
+6,585
New +$251K 0.06% 175

Other funds holding WLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
SG Capital Management Chicago, Illinois $1.51B AUM 49.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Gallagher Fiduciary Advisors's WLY Position: Q3 2025 in Review

Gallagher Fiduciary Advisors sold out of John Wiley & Sons Class A (WLY) in Q3 2025, closing a stake of 13,366 shares — an estimated $597K sold.

Gallagher Fiduciary Advisors first reported a position in WLY in Q2 2024 and held it in 5 quarters. The position peaked at $597K in Q2 2025. 251 funds tracked by Wall St. Rank hold WLY as of Q3 2025.

  • Gallagher Fiduciary Advisors reported no remaining John Wiley & Sons Class A position as of Q3 2025 after selling out during the quarter.
  • Gallagher Fiduciary Advisors sold 13,366 John Wiley & Sons Class A shares in Q3 2025, an estimated $597K.
  • Gallagher Fiduciary Advisors first reported a position in John Wiley & Sons Class A in Q2 2024 and held it in 5 quarters.
  • Gallagher Fiduciary Advisors's John Wiley & Sons Class A position peaked at $597K in Q2 2025.
  • 251 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2025.

Based on Gallagher Fiduciary Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.