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

Martingale 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 Q1	$1.1M	Buy	29,000 +21,300	+277%	+$690K	0.03%	472
2025 Q4	$236K	Sell	7,700 -1,600	-17%	-$56.4K	0.01%	730
2025 Q3	$376K	Buy	+9,300	New	+$375K	0.01%	659
2023 Q2	–	Sell	-30,922	Closed	-$1.2M	–	885
2023 Q1	$1.2M	Buy	30,922 +409	+1%	+$17.4K	0.02%	396
2022 Q4	$1.22M	Sell	30,513 -4,260	-12%	-$178K	0.02%	401
2022 Q3	$1.31M	Buy	34,773 +600	+2%	+$28.5K	0.03%	362
2022 Q2	$1.63M	Buy	34,173 +2,750	+9%	+$141K	0.03%	327
2022 Q1	$1.67M	Buy	+31,423	New	+$1.65M	0.03%	347
2019 Q2	–	Sell	-6,613	Closed	-$293K	–	1069
2019 Q1	$293K	Sell	6,613 -17,602	-73%	-$863K	﹤0.01%	953
2018 Q4	$1.14M	Sell	24,215 -32,402	-57%	-$1.74M	0.02%	679
2018 Q3	$3.43M	Sell	56,617 -9,613	-15%	-$598K	0.04%	411
2018 Q2	$4.13M	Buy	66,230 +55,510	+518%	+$3.69M	0.05%	360
2018 Q1	$683K	Buy	+10,720	New	+$695K	0.01%	790

Other funds holding WLY

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Martingale Asset Management's WLY Position: Q1 2026 in Review

Martingale Asset Management increased its John Wiley & Sons Class A (WLY) stake by 277% in Q1 2026, buying an estimated $690K and bringing the position to 29,000 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #472.

Martingale Asset Management first reported a position in WLY in Q1 2018 and has held it in 13 quarters since. The position peaked at $4.13M in Q2 2018. 248 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

Martingale Asset Management held 29,000 shares of John Wiley & Sons Class A worth $1.1M as of Q1 2026.
Martingale Asset Management bought 21,300 John Wiley & Sons Class A shares in Q1 2026, an estimated $690K.
John Wiley & Sons Class A made up 0.03% of Martingale Asset Management's portfolio in Q1 2026, its #472 holding.
Martingale Asset Management first reported a position in John Wiley & Sons Class A in Q1 2018 and has held it in 13 quarters since.
Martingale Asset Management's John Wiley & Sons Class A position peaked at $4.13M in Q2 2018.
248 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on Martingale Asset Management's 13F filing for Q1 2026, filed 13 May 2026.