Kilter Group’s John Wiley & Sons Class A WLY Stock Holding History

Kilter Group’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	–	Sell	-32	Closed	-$981	–	1680
2025 Q4	$981	Buy	+32	New	+$1.13K	﹤0.01%	1069

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

Kilter Group's WLY Position: Q1 2026 in Review

Kilter Group sold out of John Wiley & Sons Class A (WLY) in Q1 2026, closing a stake of 32 shares — an estimated $981 sold.

Kilter Group first reported a position in WLY in Q4 2025 and held it in 1 quarter. The position peaked at $981 in Q4 2025. 248 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

Kilter Group reported no remaining John Wiley & Sons Class A position as of Q1 2026 after selling out during the quarter.
Kilter Group sold 32 John Wiley & Sons Class A shares in Q1 2026, an estimated $981.
Kilter Group first reported a position in John Wiley & Sons Class A in Q4 2025 and held it in 1 quarter.
Kilter Group's John Wiley & Sons Class A position peaked at $981 in Q4 2025.
248 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on Kilter Group's 13F filing for Q1 2026, filed 14 May 2026.