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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.93M	Hold	65,006	–	–	﹤0.01%	4462
2025 Q1	$2.9M	Sell	65,006 -80,698	-55%	-$3.6M	﹤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%	-$5.54M	﹤0.01%	3840
2023 Q4	$9.37M	Buy	291,408 +145,704	+100%	+$4.69M	﹤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%	+$5.76M	﹤0.01%	3627
2022 Q3	$0	Buy	+1	New	–	﹤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%	-$132K	﹤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%	-$38.2K	﹤0.01%	5254
2017 Q4	$368K	Hold	5,600	–	–	﹤0.01%	5143
2017 Q3	$297K	Buy	5,600 +3,000	+115%	+$159K	﹤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	+$143K	﹤0.01%	5195