North Star Investment Management’s John Wiley & Sons Class A WLY Stock Holding History

North Star Investment 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	$1.12M	Hold	23,000	–	–	0.06%	274
2026 Q1	$876K	Hold	23,000	–	–	0.05%	293
2025 Q4	$704K	Buy	+23,000	New	+$810K	0.04%	292
2023 Q4	–	Sell	-31,440	Closed	-$1.17M	–	1287
2023 Q3	$1.17M	Sell	31,440 -790	-2%	-$28K	0.1%	206
2023 Q2	$1.1M	Sell	32,230 -120	-0.4%	-$4.37K	0.09%	221
2023 Q1	$1.25M	Hold	32,350	–	–	0.1%	208
2022 Q4	$1.3M	Hold	32,350	–	–	0.12%	184
2022 Q3	$1.22M	Hold	32,350	–	–	0.12%	174
2022 Q2	$1.54M	Hold	32,350	–	–	0.14%	159
2022 Q1	$1.72M	Hold	32,350	–	–	0.13%	162
2021 Q4	$1.85M	Hold	32,350	–	–	0.13%	163
2021 Q3	$1.69M	Hold	32,350	–	–	0.14%	164
2021 Q2	$1.95M	Hold	32,350	–	–	0.15%	148
2021 Q1	$1.75M	Hold	32,350	–	–	0.17%	145
2020 Q4	$1.48M	Hold	32,350	–	–	0.15%	154
2020 Q3	$1.03M	Sell	32,350 -140	-0.4%	-$4.75K	0.12%	170
2020 Q2	$1.27M	Buy	32,490 +23,290	+253%	+$890K	0.17%	146
2020 Q1	$345K	Buy	+9,200	New	+$386K	0.05%	262

Other funds holding WLY

CCMINC

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

North Star Investment Management's WLY Position: Q2 2026 in Review

North Star Investment Management held its John Wiley & Sons Class A (WLY) position steady in Q2 2026 at 23,000 shares worth $1.12M. The position accounts for 0.06% of the portfolio, ranked #274.

North Star Investment Management first reported a position in WLY in Q1 2020 and has held it in 18 quarters since. The position peaked at $1.95M in Q2 2021. 52 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

North Star Investment Management held 23,000 shares of John Wiley & Sons Class A worth $1.12M as of Q2 2026.
North Star Investment Management left its John Wiley & Sons Class A share count unchanged in Q2 2026.
John Wiley & Sons Class A made up 0.06% of North Star Investment Management's portfolio in Q2 2026, its #274 holding.
North Star Investment Management first reported a position in John Wiley & Sons Class A in Q1 2020 and has held it in 18 quarters since.
North Star Investment Management's John Wiley & Sons Class A position peaked at $1.95M in Q2 2021.
52 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.