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 Q2	$5M	Buy	103,037 +13,065	+15%	+$549K	0.83%	29
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 $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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Kendall Capital Management's WLY Position: Q2 2026 in Review

Kendall Capital Management increased its John Wiley & Sons Class A (WLY) stake by 15% in Q2 2026, buying an estimated $549K and bringing the position to 103,037 shares worth $5M. The position accounts for 0.83% of the portfolio, ranked #29.

Kendall Capital Management first reported a position in WLY in Q4 2022 and has held it in 15 quarters since. 267 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

Kendall Capital Management held 103,037 shares of John Wiley & Sons Class A worth $5M as of Q2 2026.
Kendall Capital Management bought 13,065 John Wiley & Sons Class A shares in Q2 2026, an estimated $549K.
John Wiley & Sons Class A made up 0.83% of Kendall Capital Management's portfolio in Q2 2026, its #29 holding.
Kendall Capital Management first reported a position in John Wiley & Sons Class A in Q4 2022 and has held it in 15 quarters since.
267 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Kendall Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.