Horizon Investments
WLY icon

Horizon Investments’s John Wiley & Sons Class A WLY Stock Holding History

Horizon Investments’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 		$1.66M Buy
19,230
+19,222
+240,275% +$808K 0.02% 578
2026
Q1 		$305 Buy
+8
New +$259 ﹤0.01% 1389

Other funds holding WLY

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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

Horizon Investments's WLY Position: Q2 2026 in Review

Horizon Investments increased its John Wiley & Sons Class A (WLY) stake by 240,275% in Q2 2026, buying an estimated $808K and bringing the position to 19,230 shares worth $1.66M. The position accounts for 0.02% of the portfolio, ranked #578.

Horizon Investments first reported a position in WLY in Q1 2026 and has held it in 2 quarters since. 266 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • Horizon Investments held 19,230 shares of John Wiley & Sons Class A worth $1.66M as of Q2 2026.
  • Horizon Investments bought 19,222 John Wiley & Sons Class A shares in Q2 2026, an estimated $808K.
  • John Wiley & Sons Class A made up 0.02% of Horizon Investments's portfolio in Q2 2026, its #578 holding.
  • Horizon Investments first reported a position in John Wiley & Sons Class A in Q1 2026 and has held it in 2 quarters since.
  • 266 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.