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Hillsdale Investment Management’s John Wiley & Sons Class A WLY Stock Holding History

Hillsdale Investment 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
2026
Q2 		$10.3M Buy
212,980
+136,830
+180% +$5.75M 0.24% 100
2026
Q1 		$2.9M Buy
76,150
+40,000
+111% +$1.3M 0.08% 286
2025
Q4 		$1.11M Buy
36,150
+1,050
+3% +$37K 0.03% 347
2025
Q3 		$1.42M Hold
35,100
– – 0.04% 326
2025
Q2 		$1.57M Buy
35,100
+23,200
+195% +$977K 0.06% 296
2025
Q1 		$530K Buy
+11,900
New +$503K 0.03% 356
2016
Q2 		– Sell
-25
Closed -$1K – 566
2016
Q1 		$1K Hold
25
– – ﹤0.01% 477
2015
Q4 		$1K Buy
+25
New +$1.24K ﹤0.01% 486

Other funds holding WLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Hillsdale Investment Management's WLY Position: Q2 2026 in Review

Hillsdale Investment Management increased its John Wiley & Sons Class A (WLY) stake by 180% in Q2 2026, buying an estimated $5.75M and bringing the position to 212,980 shares worth $10.3M. The position accounts for 0.24% of the portfolio, ranked #100.

Hillsdale Investment Management first reported a position in WLY in Q4 2015 and has held it in 8 quarters since. 266 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • Hillsdale Investment Management held 212,980 shares of John Wiley & Sons Class A worth $10.3M as of Q2 2026.
  • Hillsdale Investment Management bought 136,830 John Wiley & Sons Class A shares in Q2 2026, an estimated $5.75M.
  • John Wiley & Sons Class A made up 0.24% of Hillsdale Investment Management's portfolio in Q2 2026, its #100 holding.
  • Hillsdale Investment Management first reported a position in John Wiley & Sons Class A in Q4 2015 and has held it in 8 quarters since.
  • 266 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.