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 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 New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

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 Toronto, Ontario, Canada $269B AUM 31.4% 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

Hillsdale Investment Management's WLY Position: Q1 2026 in Review

Hillsdale Investment Management increased its John Wiley & Sons Class A (WLY) stake by 111% in Q1 2026, buying an estimated $1.3M and bringing the position to 76,150 shares worth $2.9M. The position accounts for 0.08% of the portfolio, ranked #286.

Hillsdale Investment Management first reported a position in WLY in Q4 2015 and has held it in 7 quarters since. 249 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

Hillsdale Investment Management held 76,150 shares of John Wiley & Sons Class A worth $2.9M as of Q1 2026.
Hillsdale Investment Management bought 40,000 John Wiley & Sons Class A shares in Q1 2026, an estimated $1.3M.
John Wiley & Sons Class A made up 0.08% of Hillsdale Investment Management's portfolio in Q1 2026, its #286 holding.
Hillsdale Investment Management first reported a position in John Wiley & Sons Class A in Q4 2015 and has held it in 7 quarters since.
249 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.