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New Age Alpha Advisors’s John Wiley & Sons Class A WLY Stock Holding History

New Age Alpha Advisors’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
Q2 		– Sell
-2,443
Closed -$109K – 995
2025
Q1 		$109K Sell
2,443
-3,606
-60% -$152K ﹤0.01% 738
2024
Q4 		$264K Buy
+6,049
New +$297K 0.01% 608

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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

New Age Alpha Advisors's WLY Position: Q2 2025 in Review

New Age Alpha Advisors sold out of John Wiley & Sons Class A (WLY) in Q2 2025, closing a stake of 2,443 shares — an estimated $109K sold.

New Age Alpha Advisors first reported a position in WLY in Q4 2024 and held it in 2 quarters. The position peaked at $264K in Q4 2024. 268 funds tracked by Wall St. Rank hold WLY as of Q2 2025.

  • New Age Alpha Advisors reported no remaining John Wiley & Sons Class A position as of Q2 2025 after selling out during the quarter.
  • New Age Alpha Advisors sold 2,443 John Wiley & Sons Class A shares in Q2 2025, an estimated $109K.
  • New Age Alpha Advisors first reported a position in John Wiley & Sons Class A in Q4 2024 and held it in 2 quarters.
  • New Age Alpha Advisors's John Wiley & Sons Class A position peaked at $264K in Q4 2024.
  • 268 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2025.

Based on New Age Alpha Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.