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

Lindbrook Capital’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 Q1	$446	Sell	10 -1	-9%	-$42	﹤0.01%	2642
2024 Q4	$481	Hold	11	–	–	﹤0.01%	2630
2024 Q3	$531	Hold	11	–	–	﹤0.01%	2650
2024 Q2	$448	Buy	+11	New	+$419	﹤0.01%	2648
2024 Q1	–	Sell	-1,600	Closed	-$50.8K	–	2763
2023 Q4	$50.8K	Sell	1,600 -13	-0.8%	-$407	0.01%	751
2023 Q3	$60K	Buy	1,613 +13	+0.8%	+$461	0.01%	620
2023 Q2	$54.4K	Sell	1,600 -7	-0.4%	-$255	0.01%	690
2023 Q1	$62.3K	Sell	1,607 -80	-5%	-$3.41K	0.01%	611
2022 Q4	$67.6K	Buy	1,687 +87	+5%	+$3.64K	0.01%	589
2022 Q3	$60K	Sell	1,600 -10	-0.6%	-$475	0.01%	587
2022 Q2	$77K	Buy	+1,610	New	+$82.3K	0.01%	516
2020 Q3	–	Sell	-65	Closed	-$3K	–	1853
2020 Q2	$3K	Sell	65 -12	-16%	-$458	﹤0.01%	1314
2020 Q1	$3K	Buy	77 +29	+60%	+$1.22K	﹤0.01%	1233
2019 Q4	$2K	Hold	48	–	–	﹤0.01%	1327
2019 Q3	$2K	Hold	48	–	–	﹤0.01%	1305
2019 Q2	$2K	Sell	48 -49	-51%	-$2.23K	﹤0.01%	1274
2019 Q1	$4K	Sell	97 -68	-41%	-$3.33K	﹤0.01%	1141
2018 Q4	$7K	Buy	+165	New	+$8.88K	﹤0.01%	933

Other funds holding WLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SCM

SG Capital Management Chicago, Illinois $1.21B AUM 70.92% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lindbrook Capital's WLY Position: Q1 2025 in Review

Lindbrook Capital reduced its John Wiley & Sons Class A (WLY) stake by 9.1% in Q1 2025, selling an estimated $42 and leaving 10 shares worth $446. The position accounts for ﹤0.01% of the portfolio, ranked #2642.

Lindbrook Capital first reported a position in WLY in Q4 2018 and has held it in 18 quarters since. The position peaked at $77K in Q2 2022. 255 funds tracked by Wall St. Rank hold WLY as of Q1 2025.

Lindbrook Capital held 10 shares of John Wiley & Sons Class A worth $446 as of Q1 2025.
Lindbrook Capital sold 1 John Wiley & Sons Class A share in Q1 2025, an estimated $42.
John Wiley & Sons Class A made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2642 holding.
Lindbrook Capital first reported a position in John Wiley & Sons Class A in Q4 2018 and has held it in 18 quarters since.
Lindbrook Capital's John Wiley & Sons Class A position peaked at $77K in Q2 2022.
255 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.