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JF
Jump Financial’s
John Wiley & Sons Class A
WLY
Stock Holding History
Jump Financial’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
$2.72M
Buy
71,275
+51,983
+269%
+$1.68M
0.04%
549
2025
Q4
$591K
Sell
19,292
-5,108
-21%
-$180K
0.01%
1235
2025
Q3
$987K
Buy
+24,400
New
+$985K
0.01%
1021
2025
Q2
–
Sell
-35,014
Closed
-$1.56M
–
2219
2025
Q1
$1.56M
Buy
+35,014
New
+$1.48M
0.02%
665
2024
Q1
–
Sell
-26,300
Closed
-$835K
–
2352
2023
Q4
$835K
Buy
+26,300
New
+$823K
0.03%
807
2023
Q3
–
Sell
-32,198
Closed
-$1.1M
–
2296
2023
Q2
$1.1M
Buy
32,198
+21,063
+189%
+$767K
0.04%
636
2023
Q1
$432K
Buy
+11,135
New
+$474K
0.02%
966
2022
Q3
–
Sell
-6,345
Closed
-$303K
–
2024
2022
Q2
$303K
Buy
+6,345
New
+$324K
0.01%
1063
2021
Q4
–
Sell
-13,126
Closed
-$685K
–
1760
2021
Q3
$685K
Sell
13,126
-19,974
-60%
-$1.15M
0.05%
395
2021
Q2
$1.99M
Buy
+33,100
New
+$1.97M
0.19%
108
Other funds holding WLY
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Neuberger Berman Group
New York
$131B AUM
28.36%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Schroder Investment Management Group
London, United Kingdom
$122B AUM
29.27%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Bank of Montreal
Toronto, Ontario, Canada
$245B AUM
31.4%
1-Year Est. Return
Brown Advisory
Baltimore, Maryland
$60.9B AUM
15.24%
1-Year Est. Return
SAM
Silvercrest Asset Management
New York
$13.8B AUM
28.39%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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