Michael Gelband’s John Wiley & Sons Class A WLY Stock Holding History

Michael Gelband’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 Q3	–	Sell	-104,410	Closed	-$4.66M	–	2077
2025 Q2	$4.66M	Buy	+104,410	New	+$4.4M	0.04%	449
2025 Q1	–	Sell	-23,625	Closed	-$1.03M	–	2059
2024 Q4	$1.03M	Buy	+23,625	New	+$1.16M	0.01%	937
2024 Q3	–	Sell	-27,842	Closed	-$1.13M	–	2146
2024 Q2	$1.13M	Buy	+27,842	New	+$1.06M	0.01%	983
2023 Q4	–	Sell	-19,145	Closed	-$712K	–	2109
2023 Q3	$712K	Buy	19,145 +6,682	+54%	+$237K	0.01%	1106
2023 Q2	$424K	Buy	12,463 +859	+7%	+$31.3K	﹤0.01%	1415
2023 Q1	$450K	Buy	+11,604	New	+$494K	﹤0.01%	1365
2021 Q2	–	Sell	-82,774	Closed	-$4.49M	–	2863
2021 Q1	$4.49M	Buy	+82,774	New	+$4.21M	0.07%	312
2020 Q3	–	Sell	-25,718	Closed	-$1M	–	2278
2020 Q2	$1M	Buy	+25,718	New	+$982K	0.03%	744
2020 Q1	–	Sell	-13,947	Closed	-$677K	–	1690
2019 Q4	$677K	Buy	13,947 +547	+4%	+$25.4K	0.01%	710
2019 Q3	$589K	Buy	13,400 +6,494	+94%	+$290K	0.02%	587
2019 Q2	$317K	Sell	6,906 -34,772	-83%	-$1.58M	0.01%	666
2019 Q1	$1.84M	Buy	41,678 +35,614	+587%	+$1.75M	0.14%	114
2018 Q4	$285K	Buy	+6,064	New	+$326K	0.02%	204

Other funds holding WLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SCM

SG Capital Management Chicago, Illinois $1.21B AUM 70.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Michael Gelband's WLY Position: Q3 2025 in Review

Michael Gelband sold out of John Wiley & Sons Class A (WLY) in Q3 2025, closing a stake of 104,410 shares — an estimated $4.66M sold.

Michael Gelband first reported a position in WLY in Q4 2018 and held it in 13 quarters. The position peaked at $4.66M in Q2 2025. 251 funds tracked by Wall St. Rank hold WLY as of Q3 2025.

Michael Gelband reported no remaining John Wiley & Sons Class A position as of Q3 2025 after selling out during the quarter.
Michael Gelband sold 104,410 John Wiley & Sons Class A shares in Q3 2025, an estimated $4.66M.
Michael Gelband first reported a position in John Wiley & Sons Class A in Q4 2018 and held it in 13 quarters.
Michael Gelband's John Wiley & Sons Class A position peaked at $4.66M in Q2 2025.
251 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2025.

Based on ExodusPoint Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.