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Hemington Wealth Management’s John Wiley & Sons Class A WLY Stock Holding History

Hemington Wealth Management’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 		$2K Sell
58
-8
-12% -$323 ﹤0.01% 1387
2025
Q2 		$2K Buy
66
+3
+5% +$126 ﹤0.01% 1369
2025
Q1 		$2K Buy
63
+33
+110% +$1.39K ﹤0.01% 1348
2024
Q4 		$1K Buy
30
+9
+43% +$442 ﹤0.01% 1501
2024
Q3 		$1K Buy
+21
New +$964 ﹤0.01% 1441

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

Hemington Wealth Management's WLY Position: Q3 2025 in Review

Hemington Wealth Management reduced its John Wiley & Sons Class A (WLY) stake by 12% in Q3 2025, selling an estimated $323 and leaving 58 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

Hemington Wealth Management first reported a position in WLY in Q3 2024 and has held it in 5 quarters since. 251 funds tracked by Wall St. Rank hold WLY as of Q3 2025.

  • Hemington Wealth Management held 58 shares of John Wiley & Sons Class A worth $2K as of Q3 2025.
  • Hemington Wealth Management sold 8 John Wiley & Sons Class A shares in Q3 2025, an estimated $323.
  • John Wiley & Sons Class A made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1387 holding.
  • Hemington Wealth Management first reported a position in John Wiley & Sons Class A in Q3 2024 and has held it in 5 quarters since.
  • 251 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.