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Neumeier Poma Investment Counsel’s John Wiley & Sons Class A WLY Stock Holding History

Neumeier Poma Investment Counsel’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 		$15.6M Buy
410,565
+16,850
+4% +$546K 1.29% 34
2025
Q4 		$12.1M Sell
393,715
-1,925
-0.5% -$67.8K 1% 38
2025
Q3 		$16M Buy
+395,640
New +$16M 1.31% 36

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 $131B AUM 28.36% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
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
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Brown Advisory
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

Neumeier Poma Investment Counsel's WLY Position: Q1 2026 in Review

Neumeier Poma Investment Counsel increased its John Wiley & Sons Class A (WLY) stake by 4.3% in Q1 2026, buying an estimated $546K and bringing the position to 410,565 shares worth $15.6M. The position accounts for 1.29% of the portfolio, ranked #34.

Neumeier Poma Investment Counsel first reported a position in WLY in Q3 2025 and has held it in 3 quarters since. The position peaked at $16M in Q3 2025. 249 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

  • Neumeier Poma Investment Counsel held 410,565 shares of John Wiley & Sons Class A worth $15.6M as of Q1 2026.
  • Neumeier Poma Investment Counsel bought 16,850 John Wiley & Sons Class A shares in Q1 2026, an estimated $546K.
  • John Wiley & Sons Class A made up 1.29% of Neumeier Poma Investment Counsel's portfolio in Q1 2026, its #34 holding.
  • Neumeier Poma Investment Counsel first reported a position in John Wiley & Sons Class A in Q3 2025 and has held it in 3 quarters since.
  • Neumeier Poma Investment Counsel's John Wiley & Sons Class A position peaked at $16M in Q3 2025.
  • 249 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on Neumeier Poma Investment Counsel's 13F filing for Q1 2026, filed 13 May 2026.