Mackenzie Financial
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Mackenzie Financial’s John Wiley & Sons Class A WLY Stock Holding History

Mackenzie Financial’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 		– Sell
-15,775
Closed -$601K – 1698
2026
Q1 		$601K Sell
15,775
-3,368
-18% -$109K ﹤0.01% 1189
2025
Q4 		$592K Sell
19,143
-250
-1% -$8.81K ﹤0.01% 1185
2025
Q3 		$785K Buy
19,393
+6,216
+47% +$251K ﹤0.01% 1133
2025
Q2 		$588K Buy
13,177
+236
+2% +$9.94K ﹤0.01% 1169
2025
Q1 		$577K Sell
12,941
-5,747
-31% -$243K ﹤0.01% 1146
2024
Q4 		$817K Buy
18,688
+9,677
+107% +$475K ﹤0.01% 995
2024
Q3 		$435K Sell
9,011
-2,997
-25% -$138K ﹤0.01% 1062
2024
Q2 		$489K Sell
12,008
-8,204
-41% -$313K ﹤0.01% 1026
2024
Q1 		$771K Buy
20,212
+2,938
+17% +$101K ﹤0.01% 937
2023
Q4 		$548K Sell
17,274
-1,061
-6% -$33.2K ﹤0.01% 974
2023
Q3 		$649K Buy
18,335
+6,305
+52% +$224K ﹤0.01% 940
2023
Q2 		$411K Sell
12,030
-2,050
-15% -$74.7K ﹤0.01% 1078
2023
Q1 		$546K Buy
14,080
+2,625
+23% +$112K ﹤0.01% 1002
2022
Q4 		$459K Buy
+11,455
New +$479K ﹤0.01% 955
2022
Q3 		– Sell
-5,037
Closed -$241K – 1523
2022
Q2 		$241K Buy
5,037
+115
+2% +$5.88K ﹤0.01% 1199
2022
Q1 		$261K Buy
4,922
+1,113
+29% +$58.5K ﹤0.01% 1183
2021
Q4 		$218K Sell
3,809
-116
-3% -$6.27K ﹤0.01% 1302
2021
Q3 		$205K Buy
+3,925
New +$225K ﹤0.01% 1321
2019
Q2 		– Sell
-23,956
Closed -$1.06M – 1262
2019
Q1 		$1.06M Buy
+23,956
New +$1.17M ﹤0.01% 912
2018
Q4 		– Sell
-5,000
Closed -$303K – 1251
2018
Q3 		$303K Sell
5,000
-6,200
-55% -$386K ﹤0.01% 988
2018
Q2 		$699K Buy
+11,200
New +$744K ﹤0.01% 727
2014
Q1 		– Sell
-4,200
Closed -$232K – 674
2013
Q4 		$232K Sell
4,200
-500
-11% -$25.3K ﹤0.01% 619
2013
Q3 		$224K Sell
4,700
-5,700
-55% -$255K ﹤0.01% 604
2013
Q2 		$417K Buy
+10,400
New +$404K ﹤0.01% 596

Other funds holding WLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Mackenzie Financial's WLY Position: Q2 2026 in Review

Mackenzie Financial sold out of John Wiley & Sons Class A (WLY) in Q2 2026, closing a stake of 15,775 shares — an estimated $601K sold.

Mackenzie Financial first reported a position in WLY in Q2 2013 and held it in 24 quarters. The position peaked at $1.06M in Q1 2019. 266 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • Mackenzie Financial reported no remaining John Wiley & Sons Class A position as of Q2 2026 after selling out during the quarter.
  • Mackenzie Financial sold 15,775 John Wiley & Sons Class A shares in Q2 2026, an estimated $601K.
  • Mackenzie Financial first reported a position in John Wiley & Sons Class A in Q2 2013 and held it in 24 quarters.
  • Mackenzie Financial's John Wiley & Sons Class A position peaked at $1.06M in Q1 2019.
  • 266 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.