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iSAM Funds (UK)’s John Wiley & Sons Class A WLY Stock Holding History

iSAM Funds (UK)’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 		– Sell
-7,015
Closed -$267K – 435
2026
Q1 		$267K Buy
+7,015
New +$227K 0.13% 238
2025
Q4 		– Sell
-3,603
Closed -$146K – 727
2025
Q3 		$146K Buy
+3,603
New +$145K 0.03% 449
2025
Q1 		– Sell
-5,739
Closed -$251K – 435
2024
Q4 		$251K Buy
+5,739
New +$282K 0.19% 204

Other funds holding WLY

BlackRock
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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 $3.37T AUM 44.26% 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

iSAM Funds (UK)'s WLY Position: Q2 2026 in Review

iSAM Funds (UK) sold out of John Wiley & Sons Class A (WLY) in Q2 2026, closing a stake of 7,015 shares — an estimated $267K sold.

iSAM Funds (UK) first reported a position in WLY in Q4 2024 and held it in 3 quarters. The position peaked at $267K in Q1 2026. 267 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • iSAM Funds (UK) reported no remaining John Wiley & Sons Class A position as of Q2 2026 after selling out during the quarter.
  • iSAM Funds (UK) sold 7,015 John Wiley & Sons Class A shares in Q2 2026, an estimated $267K.
  • iSAM Funds (UK) first reported a position in John Wiley & Sons Class A in Q4 2024 and held it in 3 quarters.
  • iSAM Funds (UK)'s John Wiley & Sons Class A position peaked at $267K in Q1 2026.
  • 267 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on iSAM Funds (UK)'s 13F filing for Q2 2026, filed 12 Aug 2026.