Morgan Stanley’s John Wiley & Sons Class B WLYB Stock Holding History

Morgan Stanley’s Portfolio WLYB Stock Details WLYB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.44M	Buy	65,007 +1	+0%	+$33	﹤0.01%	4628
2025 Q4	$1.98M	Hold	65,006	–	–	﹤0.01%	4813
2025 Q3	$2.62M	Hold	65,006	–	–	﹤0.01%	4611
2025 Q2	$2.93M	Hold	65,006	–	–	﹤0.01%	4462
2025 Q1	$2.9M	Sell	65,006 -80,698	-55%	-$3.4M	﹤0.01%	4350
2024 Q4	$6.35M	Hold	145,704	–	–	﹤0.01%	3795
2024 Q3	$7.04M	Hold	145,704	–	–	﹤0.01%	3694
2024 Q2	$5.92M	Hold	145,704	–	–	﹤0.01%	3758
2024 Q1	$5.54M	Sell	145,704 -145,704	-50%	-$4.97M	﹤0.01%	3840
2023 Q4	$9.37M	Buy	291,408 +145,704	+100%	+$4.53M	﹤0.01%	3967
2023 Q3	$5.45M	Hold	145,704	–	–	﹤0.01%	3674
2023 Q2	$4.94M	Hold	145,704	–	–	﹤0.01%	3787
2023 Q1	$5.56M	Hold	145,704	–	–	﹤0.01%	3693
2022 Q4	$5.76M	Buy	145,704 +145,703	+14,570,300%	+$6.15M	﹤0.01%	3627
2022 Q3	$0	Buy	+1	New	+$44	﹤0.01%	7896
2020 Q2	–	Sell	-2,000	Closed	-$75K	–	6733
2020 Q1	$75K	Hold	2,000	–	–	﹤0.01%	5309
2019 Q4	$97K	Hold	2,000	–	–	﹤0.01%	5665
2019 Q3	$88K	Sell	2,000 -3,000	-60%	-$133K	﹤0.01%	5485
2019 Q2	$230K	Hold	5,000	–	–	﹤0.01%	4963
2019 Q1	$219K	Hold	5,000	–	–	﹤0.01%	5010
2018 Q4	$234K	Hold	5,000	–	–	﹤0.01%	5219
2018 Q3	$307K	Hold	5,000	–	–	﹤0.01%	5254
2018 Q2	$313K	Hold	5,000	–	–	﹤0.01%	5356
2018 Q1	$318K	Sell	5,000 -600	-11%	-$38.7K	﹤0.01%	5254
2017 Q4	$368K	Hold	5,600	–	–	﹤0.01%	5143
2017 Q3	$297K	Buy	5,600 +3,000	+115%	+$160K	﹤0.01%	5165
2017 Q2	$137K	Hold	2,600	–	–	﹤0.01%	5507
2017 Q1	$141K	Hold	2,600	–	–	﹤0.01%	5475
2016 Q4	$142K	Hold	2,600	–	–	﹤0.01%	5463
2016 Q3	$140K	Hold	2,600	–	–	﹤0.01%	5168
2016 Q2	$135K	Hold	2,600	–	–	﹤0.01%	5106
2016 Q1	$127K	Hold	2,600	–	–	﹤0.01%	5200
2015 Q4	$117K	Hold	2,600	–	–	﹤0.01%	5324
2015 Q3	$130K	Hold	2,600	–	–	﹤0.01%	5300
2015 Q2	$141K	Hold	2,600	–	–	﹤0.01%	5409
2015 Q1	$159K	Hold	2,600	–	–	﹤0.01%	5316
2014 Q4	$154K	Hold	2,600	–	–	﹤0.01%	5358
2014 Q3	$146K	Hold	2,600	–	–	﹤0.01%	5301
2014 Q2	$157K	Hold	2,600	–	–	﹤0.01%	5272
2014 Q1	$149K	Hold	2,600	–	–	﹤0.01%	5261
2013 Q4	$143K	Buy	+2,600	New	+$132K	﹤0.01%	5195

Other funds holding WLYB

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CSC

Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley's WLYB Position: Q1 2026 in Review

Morgan Stanley increased its John Wiley & Sons Class B (WLYB) stake by 0% in Q1 2026, buying an estimated $33 and bringing the position to 65,007 shares worth $2.44M. The position accounts for ﹤0.01% of the portfolio, ranked #4628.

Morgan Stanley first reported a position in WLYB in Q4 2013 and has held it in 41 quarters since. The position peaked at $9.37M in Q4 2023. 15 funds tracked by Wall St. Rank hold WLYB as of Q1 2026.

Morgan Stanley held 65,007 shares of John Wiley & Sons Class B worth $2.44M as of Q1 2026.
Morgan Stanley bought 1 John Wiley & Sons Class B share in Q1 2026, an estimated $33.
John Wiley & Sons Class B made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4628 holding.
Morgan Stanley first reported a position in John Wiley & Sons Class B in Q4 2013 and has held it in 41 quarters since.
Morgan Stanley's John Wiley & Sons Class B position peaked at $9.37M in Q4 2023.
15 funds tracked by Wall St. Rank held John Wiley & Sons Class B as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.