LSV Asset Management
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LSV Asset Management’s John Wiley & Sons Class A WLY Stock Holding History

LSV Asset 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 		$49.6M Buy
1,022,604
+880,251
+618% +$37M 0.09% 242
2026
Q1 		$5.42M Buy
142,353
+14,653
+11% +$475K 0.01% 465
2025
Q4 		$3.91M Buy
127,700
+28,200
+28% +$993K 0.01% 506
2025
Q3 		$4.03M Buy
+99,500
New +$4.02M 0.01% 496
2018
Q4 		– Sell
-6,690
Closed -$405K – 994
2018
Q3 		$405K Buy
+6,690
New +$416K ﹤0.01% 886

Other funds holding WLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AIM
Access Investment Management Atlanta, Georgia $391M AUM 21.6% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

LSV Asset Management's WLY Position: Q2 2026 in Review

LSV Asset Management increased its John Wiley & Sons Class A (WLY) stake by 618% in Q2 2026, buying an estimated $37M and bringing the position to 1,022,604 shares worth $49.6M. The position accounts for 0.09% of the portfolio, ranked #242.

LSV Asset Management first reported a position in WLY in Q3 2018 and has held it in 5 quarters since. 114 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • LSV Asset Management held 1,022,604 shares of John Wiley & Sons Class A worth $49.6M as of Q2 2026.
  • LSV Asset Management bought 880,251 John Wiley & Sons Class A shares in Q2 2026, an estimated $37M.
  • John Wiley & Sons Class A made up 0.09% of LSV Asset Management's portfolio in Q2 2026, its #242 holding.
  • LSV Asset Management first reported a position in John Wiley & Sons Class A in Q3 2018 and has held it in 5 quarters since.
  • 114 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on LSV Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.