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Grandfield & Dodd’s John Wiley & Sons Class A WLY Stock Holding History

Grandfield & Dodd’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
Q4 		– Sell
-5,555
Closed -$225K – 216
2025
Q3 		$225K Sell
5,555
-347
-6% -$14K 0.01% 204
2025
Q2 		$263K Sell
5,902
-1,474
-20% -$62.1K 0.02% 187
2025
Q1 		$329K Sell
7,376
-11,511
-61% -$486K 0.02% 162
2024
Q4 		$826K Sell
18,887
-4,230
-18% -$208K 0.05% 113
2024
Q3 		$1.12M Sell
23,117
-7,143
-24% -$328K 0.07% 106
2024
Q2 		$1.23M Sell
30,260
-17,449
-37% -$665K 0.08% 101
2024
Q1 		$1.82M Sell
47,709
-9,981
-17% -$342K 0.11% 85
2023
Q4 		$1.83M Sell
57,690
-140,500
-71% -$4.39M 0.13% 79
2023
Q3 		$7.37M Sell
198,190
-126,614
-39% -$4.49M 0.54% 52
2023
Q2 		$11.1M Sell
324,804
-10,973
-3% -$400K 0.77% 47
2023
Q1 		$13M Buy
335,777
+3,690
+1% +$157K 0.91% 45
2022
Q4 		$13.3M Sell
332,087
-2,964
-0.9% -$124K 0.97% 44
2022
Q3 		$12.6M Buy
335,051
+12,909
+4% +$613K 1.03% 42
2022
Q2 		$15.4M Buy
322,142
+5,610
+2% +$287K 1.21% 38
2022
Q1 		$16.8M Buy
316,532
+2,664
+0.8% +$140K 1.14% 38
2021
Q4 		$18M Buy
313,868
+4,830
+2% +$261K 1.16% 35
2021
Q3 		$16.1M Buy
309,038
+1,733
+0.6% +$99.3K 1.13% 38
2021
Q2 		$18.5M Buy
307,305
+3,240
+1% +$193K 1.28% 33
2021
Q1 		$16.5M Sell
304,065
-6,878
-2% -$350K 1.23% 35
2020
Q4 		$14.2M Buy
310,943
+16,287
+6% +$590K 1.11% 37
2020
Q3 		$9.34M Sell
294,656
-3,350
-1% -$114K 0.84% 43
2020
Q2 		$11.6M Buy
298,006
+1,455
+0.5% +$55.6K 1.12% 35
2020
Q1 		$11.1M Sell
296,551
-5,085
-2% -$213K 1.31% 28
2019
Q4 		$14.6M Sell
301,636
-9,051
-3% -$421K 1.33% 28
2019
Q3 		$13.7M Buy
310,687
+14,394
+5% +$642K 1.34% 29
2019
Q2 		$13.6M Buy
296,293
+6,763
+2% +$308K 1.34% 30
2019
Q1 		$12.8M Sell
289,530
-1,100
-0.4% -$54K 1.33% 31
2018
Q4 		$13.7M Buy
290,630
+527
+0.2% +$28.4K 1.62% 20
2018
Q3 		$17.6M Sell
290,103
-1,575
-0.5% -$98K 1.81% 19
2018
Q2 		$18.2M Sell
291,678
-135
-0% -$8.96K 2% 14
2018
Q1 		$18.6M Sell
291,813
-47
-0% -$3.05K 2.07% 11
2017
Q4 		$19.2M Buy
291,860
+2,125
+0.7% +$123K 2.05% 13
2017
Q3 		$15.5M Buy
289,735
+1,651
+0.6% +$88.6K 1.74% 20
2017
Q2 		$15.2M Buy
288,084
+3,140
+1% +$164K 1.8% 19
2017
Q1 		$15.3M Sell
284,944
-5,888
-2% -$320K 1.89% 16
2016
Q4 		$15.8M Buy
290,832
+6,315
+2% +$337K 2.05% 13
2016
Q3 		$14.7M Buy
284,517
+3,050
+1% +$167K 1.93% 15
2016
Q2 		$14.7M Buy
281,467
+4,959
+2% +$250K 2.06% 13
2016
Q1 		$13.5M Buy
276,508
+17,200
+7% +$751K 1.96% 16
2015
Q4 		$11.7M Buy
259,308
+24,724
+11% +$1.22M 1.78% 20
2015
Q3 		$11.7M Buy
234,584
+7,160
+3% +$372K 1.97% 13
2015
Q2 		$12.4M Buy
227,424
+1,230
+0.5% +$71.4K 1.89% 12
2015
Q1 		$13.8M Buy
226,194
+5,245
+2% +$322K 2.11% 14
2014
Q4 		$13.1M Buy
220,949
+6,911
+3% +$398K 2.02% 15
2014
Q3 		$12M Buy
214,038
+9,105
+4% +$542K 1.89% 18
2014
Q2 		$12.4M Sell
204,933
-2,110
-1% -$120K 1.87% 18
2014
Q1 		$11.9M Buy
207,043
+1,645
+0.8% +$91.4K 1.87% 16
2013
Q4 		$11.3M Buy
205,398
+1,375
+0.7% +$69.5K 1.84% 15
2013
Q3 		$9.73M Buy
204,023
+4,800
+2% +$215K 1.74% 19
2013
Q2 		$7.99M Buy
+199,223
New +$7.74M 1.51% 24

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
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
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Grandfield & Dodd's WLY Position: Q4 2025 in Review

Grandfield & Dodd sold out of John Wiley & Sons Class A (WLY) in Q4 2025, closing a stake of 5,555 shares — an estimated $225K sold.

Grandfield & Dodd first reported a position in WLY in Q2 2013 and held it in 50 quarters. The position peaked at $19.2M in Q4 2017. 235 funds tracked by Wall St. Rank hold WLY as of Q4 2025.

  • Grandfield & Dodd reported no remaining John Wiley & Sons Class A position as of Q4 2025 after selling out during the quarter.
  • Grandfield & Dodd sold 5,555 John Wiley & Sons Class A shares in Q4 2025, an estimated $225K.
  • Grandfield & Dodd first reported a position in John Wiley & Sons Class A in Q2 2013 and held it in 50 quarters.
  • Grandfield & Dodd's John Wiley & Sons Class A position peaked at $19.2M in Q4 2017.
  • 235 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2025.

Based on Grandfield & Dodd's 13F filing for Q4 2025, filed 10 Feb 2026.