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Palisade Capital Management’s John Wiley & Sons Class A WLY Stock Holding History

Palisade Capital 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
Q1 		$29.8M Sell
780,840
-41,357
-5% -$1.34M 0.99% 26
2025
Q4 		$25.2M Sell
822,197
-119,913
-13% -$4.22M 0.75% 46
2025
Q3 		$38.1M Sell
942,110
-10,926
-1% -$441K 1.04% 17
2025
Q2 		$42.5M Sell
953,036
-27,006
-3% -$1.14M 1.2% 9
2025
Q1 		$43.7M Sell
980,042
-6,983
-0.7% -$295K 1.25% 10
2024
Q4 		$43.1M Buy
987,025
+52,219
+6% +$2.56M 1.15% 13
2024
Q3 		$45.1M Sell
934,806
-58,688
-6% -$2.69M 1.2% 13
2024
Q2 		$40.4M Sell
993,494
-17,154
-2% -$654K 1.1% 22
2024
Q1 		$38.5M Buy
1,010,648
+31,749
+3% +$1.09M 1.02% 26
2023
Q4 		$31.1M Sell
978,899
-69,232
-7% -$2.17M 0.82% 37
2023
Q3 		$39M Buy
1,048,131
+15,308
+1% +$543K 1.09% 21
2023
Q2 		$35.1M Buy
1,032,823
+49,271
+5% +$1.79M 0.94% 20
2023
Q1 		$38.1M Buy
983,552
+33,257
+3% +$1.42M 1.03% 22
2022
Q4 		$38.1M Buy
950,295
+10,060
+1% +$421K 1.02% 18
2022
Q3 		$35.3M Buy
940,235
+2,347
+0.3% +$112K 1% 17
2022
Q2 		$44.8M Buy
937,888
+11,210
+1% +$573K 1.21% 11
2022
Q1 		$49.1M Sell
926,678
-40,722
-4% -$2.14M 1.13% 12
2021
Q4 		$55.4M Buy
967,400
+7,855
+0.8% +$425K 1.12% 13
2021
Q3 		$50.1M Buy
959,545
+80,228
+9% +$4.6M 1.09% 17
2021
Q2 		$52.9M Sell
879,317
-8,565
-1% -$510K 1.19% 10
2021
Q1 		$48.1M Buy
887,882
+149,524
+20% +$7.6M 1.13% 12
2020
Q4 		$33.7M Buy
738,358
+46,726
+7% +$1.69M 0.86% 25
2020
Q3 		$21.9M Buy
691,632
+25,261
+4% +$856K 0.65% 42
2020
Q2 		$26M Buy
666,371
+28,034
+4% +$1.07M 0.83% 25
2020
Q1 		$23.9M Buy
638,337
+87,368
+16% +$3.66M 0.85% 20
2019
Q4 		$26.7M Sell
550,969
-1,412
-0.3% -$65.6K 0.76% 35
2019
Q3 		$24.3M Buy
552,381
+36,706
+7% +$1.64M 0.74% 36
2019
Q2 		$23.6M Buy
515,675
+25,311
+5% +$1.15M 0.73% 35
2019
Q1 		$21.7M Buy
490,364
+56,479
+13% +$2.77M 0.7% 40
2018
Q4 		$20.4M Sell
433,885
-82,210
-16% -$4.43M 0.75% 32
2018
Q3 		$31.3M Buy
516,095
+71,385
+16% +$4.44M 0.86% 26
2018
Q2 		$27.8M Buy
444,710
+79,341
+22% +$5.27M 0.8% 30
2018
Q1 		$23.3M Sell
365,369
-3,424
-0.9% -$222K 0.79% 25
2017
Q4 		$24.2M Buy
368,793
+8,799
+2% +$509K 0.82% 27
2017
Q3 		$19.3M Buy
359,994
+6,640
+2% +$356K 0.69% 39
2017
Q2 		$18.6M Buy
353,354
+8,514
+2% +$445K 0.7% 38
2017
Q1 		$18.6M Sell
344,840
-18,050
-5% -$980K 0.71% 36
2016
Q4 		$19.8M Buy
362,890
+11,568
+3% +$617K 0.74% 31
2016
Q3 		$18.1M Buy
351,322
+6,706
+2% +$367K 0.64% 34
2016
Q2 		$18M Buy
344,616
+17,417
+5% +$879K 0.65% 31
2016
Q1 		$16M Buy
327,199
+31,339
+11% +$1.37M 0.52% 45
2015
Q4 		$13.3M Buy
295,860
+31,565
+12% +$1.56M 0.43% 63
2015
Q3 		$13.2M Sell
264,295
-10,787
-4% -$560K 0.39% 73
2015
Q2 		$15M Buy
275,082
+12,609
+5% +$732K 0.38% 79
2015
Q1 		$16M Buy
262,473
+742
+0.3% +$45.6K 0.4% 70
2014
Q4 		$15.5M Sell
261,731
-8,206
-3% -$472K 0.38% 83
2014
Q3 		$15.1M Buy
269,937
+267
+0.1% +$15.9K 0.38% 82
2014
Q2 		$16.3M Sell
269,670
-950
-0.4% -$54K 0.4% 83
2014
Q1 		$15.6M Buy
270,620
+376
+0.1% +$20.9K 0.38% 96
2013
Q4 		$14.9M Buy
270,244
+18,392
+7% +$930K 0.39% 101
2013
Q3 		$12M Sell
251,852
-390
-0.2% -$17.4K 0.33% 125
2013
Q2 		$10.1M Buy
+252,242
New +$9.8M 0.29% 143

Other funds holding WLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Palisade Capital Management's WLY Position: Q1 2026 in Review

Palisade Capital Management reduced its John Wiley & Sons Class A (WLY) stake by 5% in Q1 2026, selling an estimated $1.34M and leaving 780,840 shares worth $29.8M. The position accounts for 0.99% of the portfolio, ranked #26.

Palisade Capital Management first reported a position in WLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $55.4M in Q4 2021. 248 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

  • Palisade Capital Management held 780,840 shares of John Wiley & Sons Class A worth $29.8M as of Q1 2026.
  • Palisade Capital Management sold 41,357 John Wiley & Sons Class A shares in Q1 2026, an estimated $1.34M.
  • John Wiley & Sons Class A made up 0.99% of Palisade Capital Management's portfolio in Q1 2026, its #26 holding.
  • Palisade Capital Management first reported a position in John Wiley & Sons Class A in Q2 2013 and has held it in 52 quarters since.
  • Palisade Capital Management's John Wiley & Sons Class A position peaked at $55.4M in Q4 2021.
  • 248 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on Palisade Capital Management's 13F filing for Q1 2026, filed 15 May 2026.