Intrinsic Edge Capital Management’s John Wiley & Sons Class A WLY Stock Holding History

Intrinsic Edge Capital 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	–	Sell	-283,517	Closed	-$8.68M	–	139
2025 Q4	$8.68M	Sell	283,517 -162,101	-36%	-$5.71M	1.55%	26
2025 Q3	$18M	Buy	445,618 +295,618	+197%	+$11.9M	2.51%	8
2025 Q2	$6.69M	Buy	150,000 +48,987	+48%	+$2.06M	0.94%	43
2025 Q1	$4.5M	Sell	101,013 -49,069	-33%	-$2.07M	0.83%	42
2024 Q4	$6.56M	Buy	150,082 +30,082	+25%	+$1.48M	0.8%	49
2024 Q3	$5.79M	Buy	+120,000	New	+$5.51M	0.7%	49

Other funds holding WLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Intrinsic Edge Capital Management's WLY Position: Q1 2026 in Review

Intrinsic Edge Capital Management sold out of John Wiley & Sons Class A (WLY) in Q1 2026, closing a stake of 283,517 shares — an estimated $8.68M sold.

Intrinsic Edge Capital Management first reported a position in WLY in Q3 2024 and held it in 6 quarters. The position peaked at $18M in Q3 2025. 249 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

Intrinsic Edge Capital Management reported no remaining John Wiley & Sons Class A position as of Q1 2026 after selling out during the quarter.
Intrinsic Edge Capital Management sold 283,517 John Wiley & Sons Class A shares in Q1 2026, an estimated $8.68M.
Intrinsic Edge Capital Management first reported a position in John Wiley & Sons Class A in Q3 2024 and held it in 6 quarters.
Intrinsic Edge Capital Management's John Wiley & Sons Class A position peaked at $18M in Q3 2025.
249 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on Intrinsic Edge Capital Management's 13F filing for Q1 2026, filed 18 May 2026.