Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s John Wiley & Sons Class A WLY Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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	-100,782	Closed	-$3.09M	–	1637
2025 Q4	$3.09M	Buy	+100,782	New	+$3.55M	0.01%	787
2021 Q3	–	Sell	-4,038	Closed	-$243K	–	1996
2021 Q2	$243K	Sell	4,038 -2,103	-34%	-$125K	﹤0.01%	1424
2021 Q1	$333K	Sell	6,141 -965	-14%	-$49.1K	﹤0.01%	1128
2020 Q4	$324K	Buy	+7,106	New	+$257K	﹤0.01%	1119

Other funds holding WLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's WLY Position: Q1 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of John Wiley & Sons Class A (WLY) in Q1 2026, closing a stake of 100,782 shares — an estimated $3.09M sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in WLY in Q4 2020 and held it in 4 quarters. The position peaked at $3.09M in Q4 2025. 249 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining John Wiley & Sons Class A position as of Q1 2026 after selling out during the quarter.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 100,782 John Wiley & Sons Class A shares in Q1 2026, an estimated $3.09M.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in John Wiley & Sons Class A in Q4 2020 and held it in 4 quarters.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's John Wiley & Sons Class A position peaked at $3.09M in Q4 2025.
249 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2026, filed 14 May 2026.