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

Neo Ivy 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
2026
Q2 		$1.9M Buy
+39,182
New +$1.65M 0.44% 86
2021
Q3 		– Sell
-462
Closed -$28K – 644
2021
Q2 		$28K Sell
462
-7,452
-94% -$443K 0.03% 360
2021
Q1 		$429K Buy
+7,914
New +$403K 0.47% 65

Other funds holding WLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Neo Ivy Capital Management's WLY Position: Q2 2026 in Review

Neo Ivy Capital Management opened a new position in John Wiley & Sons Class A (WLY) in Q2 2026: 39,182 shares worth $1.9M. The stake represents 0.44% of the portfolio and ranks #86 among its holdings. This is a return to the name: Neo Ivy Capital Management previously reported a position in WLY as recently as Q2 2021.

Neo Ivy Capital Management first reported a position in WLY in Q1 2021 and has held it in 3 quarters since. 266 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • Neo Ivy Capital Management held 39,182 shares of John Wiley & Sons Class A worth $1.9M as of Q2 2026.
  • John Wiley & Sons Class A was a new Neo Ivy Capital Management position in Q2 2026.
  • John Wiley & Sons Class A made up 0.44% of Neo Ivy Capital Management's portfolio in Q2 2026, its #86 holding.
  • Neo Ivy Capital Management first reported a position in John Wiley & Sons Class A in Q1 2021 and has held it in 3 quarters since.
  • 266 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Neo Ivy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.