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

Kendall 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	$3.43M	Buy	89,972 +1,745	+2%	+$56.6K	0.7%	39
2025 Q4	$2.7M	Sell	88,227 -10,035	-10%	-$353K	0.57%	47
2025 Q3	$3.98M	Buy	98,262 +4,565	+5%	+$184K	0.9%	26
2025 Q2	$4.18M	Buy	93,697 +9,080	+11%	+$382K	1.11%	23
2025 Q1	$3.77M	Buy	84,617 +7,220	+9%	+$305K	1.11%	22
2024 Q4	$3.38M	Buy	77,397 +10,810	+16%	+$530K	0.99%	28
2024 Q3	$3.21M	Buy	66,587 +6,270	+10%	+$288K	0.99%	25
2024 Q2	$2.45M	Buy	60,317 +18,237	+43%	+$695K	0.82%	30
2024 Q1	$1.6M	Buy	42,080 +7,105	+20%	+$243K	0.55%	58
2023 Q4	$1.11M	Buy	34,975 +9,020	+35%	+$282K	0.43%	75
2023 Q3	$965K	Buy	25,955 +12,150	+88%	+$431K	0.43%	72
2023 Q2	$470K	Buy	13,805 +5,190	+60%	+$189K	0.21%	125
2023 Q1	$334K	Buy	8,615 +1,900	+28%	+$81K	0.16%	141
2022 Q4	$269K	Buy	+6,715	New	+$281K	0.14%	150

Other funds holding WLY

BlackRock New York $5.72T 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 $269B 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

Kendall Capital Management's WLY Position: Q1 2026 in Review

Kendall Capital Management increased its John Wiley & Sons Class A (WLY) stake by 2% in Q1 2026, buying an estimated $56.6K and bringing the position to 89,972 shares worth $3.43M. The position accounts for 0.7% of the portfolio, ranked #39.

Kendall Capital Management first reported a position in WLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.18M in Q2 2025. 248 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

Kendall Capital Management held 89,972 shares of John Wiley & Sons Class A worth $3.43M as of Q1 2026.
Kendall Capital Management bought 1,745 John Wiley & Sons Class A shares in Q1 2026, an estimated $56.6K.
John Wiley & Sons Class A made up 0.7% of Kendall Capital Management's portfolio in Q1 2026, its #39 holding.
Kendall Capital Management first reported a position in John Wiley & Sons Class A in Q4 2022 and has held it in 14 quarters since.
Kendall Capital Management's John Wiley & Sons Class A position peaked at $4.18M in Q2 2025.
248 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on Kendall Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.