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Ophir Asset Management’s John Wiley & Sons Class A WLY Stock Holding History

Ophir Asset 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
2025
Q4 		– Sell
-494,257
Closed -$20M – 39
2025
Q3 		$20M Sell
494,257
-208,531
-30% -$8.42M 2.47% 18
2025
Q2 		$27.7M Sell
702,788
-350,431
-33% -$14.8M 4.4% 11
2025
Q1 		$46.9M Sell
1,053,219
-40,390
-4% -$1.71M 8.2% 2
2024
Q4 		$47.8M Buy
1,093,609
+38,857
+4% +$1.91M 7.12% 2
2024
Q3 		$50.9M Buy
+1,054,752
New +$48.4M 7.83% 1

Other funds holding WLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ophir Asset Management's WLY Position: Q4 2025 in Review

Ophir Asset Management sold out of John Wiley & Sons Class A (WLY) in Q4 2025, closing a stake of 494,257 shares — an estimated $20M sold.

Ophir Asset Management first reported a position in WLY in Q3 2024 and held it in 5 quarters. The position peaked at $50.9M in Q3 2024. 235 funds tracked by Wall St. Rank hold WLY as of Q4 2025.

  • Ophir Asset Management reported no remaining John Wiley & Sons Class A position as of Q4 2025 after selling out during the quarter.
  • Ophir Asset Management sold 494,257 John Wiley & Sons Class A shares in Q4 2025, an estimated $20M.
  • Ophir Asset Management first reported a position in John Wiley & Sons Class A in Q3 2024 and held it in 5 quarters.
  • Ophir Asset Management's John Wiley & Sons Class A position peaked at $50.9M in Q3 2024.
  • 235 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2025.

Based on Ophir Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.