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

InceptionR’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
Q2 		– Sell
-11,091
Closed -$494K – 873
2025
Q1 		$494K Sell
11,091
-8,667
-44% -$366K 0.15% 274
2024
Q4 		$864K Buy
19,758
+7,529
+62% +$369K 0.19% 201
2024
Q3 		$590K Sell
12,229
-4,149
-25% -$190K 0.14% 276
2024
Q2 		$667K Buy
16,378
+6,501
+66% +$248K 0.19% 211
2024
Q1 		$377K Buy
+9,877
New +$338K 0.1% 366
2023
Q4 		– Sell
-7,606
Closed -$283K – 542
2023
Q3 		$283K Buy
+7,606
New +$270K 0.16% 270

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
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 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
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

InceptionR's WLY Position: Q2 2025 in Review

InceptionR sold out of John Wiley & Sons Class A (WLY) in Q2 2025, closing a stake of 11,091 shares — an estimated $494K sold.

InceptionR first reported a position in WLY in Q3 2023 and held it in 6 quarters. The position peaked at $864K in Q4 2024. 268 funds tracked by Wall St. Rank hold WLY as of Q2 2025.

  • InceptionR reported no remaining John Wiley & Sons Class A position as of Q2 2025 after selling out during the quarter.
  • InceptionR sold 11,091 John Wiley & Sons Class A shares in Q2 2025, an estimated $494K.
  • InceptionR first reported a position in John Wiley & Sons Class A in Q3 2023 and held it in 6 quarters.
  • InceptionR's John Wiley & Sons Class A position peaked at $864K in Q4 2024.
  • 268 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2025.

Based on InceptionR's 13F filing for Q2 2025, filed 12 Aug 2025.