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

MAI Capital 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 		– Sell
-249
Closed -$9.49K – 4709
2026
Q1 		$9.49K Buy
249
+41
+20% +$1.33K ﹤0.01% 3205
2025
Q4 		$6.37K Buy
208
+8
+4% +$282 ﹤0.01% 3023
2025
Q3 		$8.09K Buy
+200
New +$8.07K ﹤0.01% 2823

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

MAI Capital Management's WLY Position: Q2 2026 in Review

MAI Capital Management sold out of John Wiley & Sons Class A (WLY) in Q2 2026, closing a stake of 249 shares — an estimated $9.49K sold.

MAI Capital Management first reported a position in WLY in Q3 2025 and held it in 3 quarters. The position peaked at $9.49K in Q1 2026. 266 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • MAI Capital Management reported no remaining John Wiley & Sons Class A position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 249 John Wiley & Sons Class A shares in Q2 2026, an estimated $9.49K.
  • MAI Capital Management first reported a position in John Wiley & Sons Class A in Q3 2025 and held it in 3 quarters.
  • MAI Capital Management's John Wiley & Sons Class A position peaked at $9.49K in Q1 2026.
  • 266 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.