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Limestone Investment Advisors’s John Wiley & Sons Class A WLY Stock Holding History

Limestone Investment Advisors’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
2025
Q3 		– Sell
-10,224
Closed -$456K – 678
2025
Q2 		$456K Buy
+10,224
New +$431K 0.04% 268

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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
SG Capital Management Chicago, Illinois $1.51B AUM 49.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Limestone Investment Advisors's WLY Position: Q3 2025 in Review

Limestone Investment Advisors sold out of John Wiley & Sons Class A (WLY) in Q3 2025, closing a stake of 10,224 shares — an estimated $456K sold.

Limestone Investment Advisors first reported a position in WLY in Q2 2025 and held it in 1 quarter. The position peaked at $456K in Q2 2025. 251 funds tracked by Wall St. Rank hold WLY as of Q3 2025.

  • Limestone Investment Advisors reported no remaining John Wiley & Sons Class A position as of Q3 2025 after selling out during the quarter.
  • Limestone Investment Advisors sold 10,224 John Wiley & Sons Class A shares in Q3 2025, an estimated $456K.
  • Limestone Investment Advisors first reported a position in John Wiley & Sons Class A in Q2 2025 and held it in 1 quarter.
  • Limestone Investment Advisors's John Wiley & Sons Class A position peaked at $456K in Q2 2025.
  • 251 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2025.

Based on Limestone Investment Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.