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

Manchester 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
2025 Q2	–	Sell	-4	Closed	-$179	–	1244
2025 Q1	$179	Hold	4	–	–	﹤0.01%	1141
2024 Q4	$175	Hold	4	–	–	﹤0.01%	1130
2024 Q3	$193	Hold	4	–	–	﹤0.01%	1143
2024 Q2	$163	Hold	4	–	–	﹤0.01%	1125
2024 Q1	$153	Hold	4	–	–	﹤0.01%	1010
2023 Q4	$127	Buy	4 +1	+33%	+$31	﹤0.01%	990
2023 Q3	$112	Buy	+3	New	+$106	﹤0.01%	991
2023 Q2	–	Sell	-46	Closed	-$1.78K	–	1167
2023 Q1	$1.78K	Buy	46 +33	+254%	+$1.41K	﹤0.01%	814
2022 Q4	$521	Hold	13	–	–	﹤0.01%	905
2022 Q3	$0	Sell	13 -22	-63%	-$1.04K	﹤0.01%	1024
2022 Q2	$2K	Buy	35 +30	+600%	+$1.53K	﹤0.01%	756
2022 Q1	$0	Buy	+5	New	+$263	﹤0.01%	1099

Other funds holding WLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

MAP

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

CCP

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Manchester Capital Management's WLY Position: Q2 2025 in Review

Manchester Capital Management sold out of John Wiley & Sons Class A (WLY) in Q2 2025, closing a stake of 4 shares — an estimated $179 sold.

Manchester Capital Management first reported a position in WLY in Q1 2022 and held it in 12 quarters. The position peaked at $2K in Q2 2022. 268 funds tracked by Wall St. Rank hold WLY as of Q2 2025.

Manchester Capital Management reported no remaining John Wiley & Sons Class A position as of Q2 2025 after selling out during the quarter.
Manchester Capital Management sold 4 John Wiley & Sons Class A shares in Q2 2025, an estimated $179.
Manchester Capital Management first reported a position in John Wiley & Sons Class A in Q1 2022 and held it in 12 quarters.
Manchester Capital Management's John Wiley & Sons Class A position peaked at $2K in Q2 2022.
268 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2025.

Based on Manchester Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.