NorthRock Partners’s John Wiley & Sons Class A WLY Stock Holding History

NorthRock Partners’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 Q1	–	Sell	-19,745	Closed	-$863K	–	903
2024 Q4	$863K	Sell	19,745 -11,605	-37%	-$570K	0.03%	227
2024 Q3	$1.51M	Buy	31,350 +5,464	+21%	+$251K	0.05%	157
2024 Q2	$1.05M	Buy	+25,886	New	+$986K	0.04%	191

Other funds holding WLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SCM

SG Capital Management Chicago, Illinois $1.51B AUM 49.98% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NorthRock Partners's WLY Position: Q1 2025 in Review

NorthRock Partners sold out of John Wiley & Sons Class A (WLY) in Q1 2025, closing a stake of 19,745 shares — an estimated $863K sold.

NorthRock Partners first reported a position in WLY in Q2 2024 and held it in 3 quarters. The position peaked at $1.51M in Q3 2024. 255 funds tracked by Wall St. Rank hold WLY as of Q1 2025.

NorthRock Partners reported no remaining John Wiley & Sons Class A position as of Q1 2025 after selling out during the quarter.
NorthRock Partners sold 19,745 John Wiley & Sons Class A shares in Q1 2025, an estimated $863K.
NorthRock Partners first reported a position in John Wiley & Sons Class A in Q2 2024 and held it in 3 quarters.
NorthRock Partners's John Wiley & Sons Class A position peaked at $1.51M in Q3 2024.
255 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2025.

Based on NorthRock Partners's 13F filing for Q1 2025, filed 8 May 2025.