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HFM Investment Advisors’s John Wiley & Sons Class A WLY Stock Holding History

HFM Investment 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
2026
Q1 		$76 Hold
2
– – ﹤0.01% 1143
2025
Q4 		$62 Sell
2
-1
-33% -$35 ﹤0.01% 1217
2025
Q3 		$121 Sell
3
-1
-25% -$40 ﹤0.01% 1118
2025
Q2 		$179 Buy
4
+2
+100% +$84 ﹤0.01% 1023
2025
Q1 		$90 Buy
+2
New +$85 ﹤0.01% 892

Other funds holding WLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

HFM Investment Advisors's WLY Position: Q1 2026 in Review

HFM Investment Advisors held its John Wiley & Sons Class A (WLY) position steady in Q1 2026 at 2 shares worth $76. The position accounts for ﹤0.01% of the portfolio, ranked #1143.

HFM Investment Advisors first reported a position in WLY in Q1 2025 and has held it in 5 quarters since. The position peaked at $179 in Q2 2025. 248 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

  • HFM Investment Advisors held 2 shares of John Wiley & Sons Class A worth $76 as of Q1 2026.
  • HFM Investment Advisors left its John Wiley & Sons Class A share count unchanged in Q1 2026.
  • John Wiley & Sons Class A made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #1143 holding.
  • HFM Investment Advisors first reported a position in John Wiley & Sons Class A in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's John Wiley & Sons Class A position peaked at $179 in Q2 2025.
  • 248 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.