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Ironwood Investment Counsel’s John Wiley & Sons Class A WLY Stock Holding History

Ironwood Investment Counsel’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
Q1 		– Sell
-4,700
Closed -$205K – 253
2024
Q4 		$205K Sell
4,700
-75
-2% -$3.68K 0.04% 239
2024
Q3 		$230K Sell
4,775
-700
-13% -$32.1K 0.04% 236
2024
Q2 		$223K Sell
5,475
-925
-14% -$35.2K 0.04% 238
2024
Q1 		$244K Sell
6,400
-185
-3% -$6.33K 0.04% 233
2023
Q4 		$209K Buy
6,585
+950
+17% +$29.7K 0.04% 244
2023
Q3 		$677K Buy
+5,635
New +$200K 0.14% 135
2023
Q2 		– Sell
-5,635
Closed -$218K – 225
2023
Q1 		$218K Buy
+5,635
New +$240K 0.05% 192
2022
Q3 		– Sell
-4,860
Closed -$232K – 197
2022
Q2 		$232K Hold
4,860
– – 0.07% 172
2022
Q1 		$257K Sell
4,860
-500
-9% -$26.3K 0.06% 170
2021
Q4 		$306K Hold
5,360
– – 0.07% 164
2021
Q3 		$279K Sell
5,360
-100
-2% -$5.73K 0.07% 162
2021
Q2 		$328K Buy
5,460
+65
+1% +$3.87K 0.09% 152
2021
Q1 		$292K Sell
5,395
-6,255
-54% -$318K 0.08% 159
2020
Q4 		$531K Buy
11,650
+1,084
+10% +$39.3K 0.12% 130
2020
Q3 		$335K Buy
10,566
+695
+7% +$23.6K 0.09% 144
2020
Q2 		$384K Hold
9,871
– – 0.12% 128
2020
Q1 		$370K Buy
9,871
+2,000
+25% +$83.9K 0.15% 110
2019
Q4 		$381K Hold
7,871
– – 0.13% 114
2019
Q3 		$345K Buy
7,871
+298
+4% +$13.3K 0.13% 110
2019
Q2 		$347K Buy
7,573
+670
+10% +$30.5K 0.13% 113
2019
Q1 		$305K Hold
6,903
– – 0.12% 118
2018
Q4 		$324K Hold
6,903
– – 0.14% 113
2018
Q3 		$418K Sell
6,903
-47
-0.7% -$2.92K 0.16% 104
2018
Q2 		$433K Sell
6,950
-450
-6% -$29.9K 0.19% 94
2018
Q1 		$471K Sell
7,400
-990
-12% -$64.2K 0.21% 89
2017
Q4 		$551K Sell
8,390
-425
-5% -$24.6K 0.2% 88
2017
Q3 		$472K Buy
+8,815
New +$473K 0.19% 89
2017
Q1 		– Sell
-3,850
Closed -$210K – 160
2016
Q4 		$210K Buy
+3,850
New +$205K 0.09% 150

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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 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
SCM
SG Capital Management Chicago, Illinois $1.51B AUM 49.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ironwood Investment Counsel's WLY Position: Q1 2025 in Review

Ironwood Investment Counsel sold out of John Wiley & Sons Class A (WLY) in Q1 2025, closing a stake of 4,700 shares — an estimated $205K sold.

Ironwood Investment Counsel first reported a position in WLY in Q4 2016 and held it in 28 quarters. The position peaked at $677K in Q3 2023. 255 funds tracked by Wall St. Rank hold WLY as of Q1 2025.

  • Ironwood Investment Counsel reported no remaining John Wiley & Sons Class A position as of Q1 2025 after selling out during the quarter.
  • Ironwood Investment Counsel sold 4,700 John Wiley & Sons Class A shares in Q1 2025, an estimated $205K.
  • Ironwood Investment Counsel first reported a position in John Wiley & Sons Class A in Q4 2016 and held it in 28 quarters.
  • Ironwood Investment Counsel's John Wiley & Sons Class A position peaked at $677K in Q3 2023.
  • 255 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2025.

Based on Ironwood Investment Counsel's 13F filing for Q1 2025, filed 12 May 2025.