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

INTECH 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 		$1.9M Buy
39,104
+28,850
+281% +$1.21M 0.02% 735
2026
Q1 		$391K Sell
10,254
-7,366
-42% -$239K ﹤0.01% 1459
2025
Q4 		$540K Sell
17,620
-2,008
-10% -$70.7K ﹤0.01% 1474
2025
Q3 		$794K Buy
19,628
+422
+2% +$17K 0.01% 1317
2025
Q2 		$857K Sell
19,206
-23,852
-55% -$1M 0.01% 1284
2025
Q1 		$1.92M Sell
43,058
-97,027
-69% -$4.1M 0.02% 774
2024
Q4 		$6.12M Buy
140,085
+128,841
+1,146% +$6.32M 0.06% 273
2024
Q3 		$543K Buy
+11,244
New +$516K 0.01% 1177

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

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

INTECH Investment Management increased its John Wiley & Sons Class A (WLY) stake by 281% in Q2 2026, buying an estimated $1.21M and bringing the position to 39,104 shares worth $1.9M. The position accounts for 0.02% of the portfolio, ranked #735.

INTECH Investment Management first reported a position in WLY in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.12M in Q4 2024. 266 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • INTECH Investment Management held 39,104 shares of John Wiley & Sons Class A worth $1.9M as of Q2 2026.
  • INTECH Investment Management bought 28,850 John Wiley & Sons Class A shares in Q2 2026, an estimated $1.21M.
  • John Wiley & Sons Class A made up 0.02% of INTECH Investment Management's portfolio in Q2 2026, its #735 holding.
  • INTECH Investment Management first reported a position in John Wiley & Sons Class A in Q3 2024 and has held it in 8 quarters since.
  • INTECH Investment Management's John Wiley & Sons Class A position peaked at $6.12M in Q4 2024.
  • 266 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.