PTC
WLY icon

Petrus Trust Company’s John Wiley & Sons Class A WLY Stock Holding History

Petrus Trust Company’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
Q3 		– Sell
-5,692
Closed -$254K – 540
2025
Q2 		$254K Sell
5,692
-14,437
-72% -$608K 0.03% 385
2025
Q1 		$897K Buy
20,129
+13,154
+189% +$556K 0.08% 49
2024
Q4 		$305K Buy
+6,975
New +$342K 0.03% 420
2024
Q3 		– Sell
-22,372
Closed -$911K – 769
2024
Q2 		$911K Sell
22,372
-3,014
-12% -$115K 0.09% 51
2024
Q1 		$968K Sell
25,386
-22,612
-47% -$774K 0.09% 47
2023
Q4 		$1.52M Buy
47,998
+40,779
+565% +$1.28M 0.14% 25
2023
Q3 		$268K Sell
7,219
-19,609
-73% -$696K 0.03% 429
2023
Q2 		$913K Buy
+26,828
New +$977K 0.1% 33
2020
Q4 		– Sell
-10,380
Closed -$329K – 243
2020
Q3 		$329K Buy
+10,380
New +$352K 0.03% 67

Other funds holding WLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $131B AUM 28.36% 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
SCM
SG Capital Management Chicago, Illinois $1.51B AUM 49.98% 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

Petrus Trust Company's WLY Position: Q3 2025 in Review

Petrus Trust Company sold out of John Wiley & Sons Class A (WLY) in Q3 2025, closing a stake of 5,692 shares — an estimated $254K sold.

Petrus Trust Company first reported a position in WLY in Q3 2020 and held it in 9 quarters. The position peaked at $1.52M in Q4 2023. 251 funds tracked by Wall St. Rank hold WLY as of Q3 2025.

  • Petrus Trust Company reported no remaining John Wiley & Sons Class A position as of Q3 2025 after selling out during the quarter.
  • Petrus Trust Company sold 5,692 John Wiley & Sons Class A shares in Q3 2025, an estimated $254K.
  • Petrus Trust Company first reported a position in John Wiley & Sons Class A in Q3 2020 and held it in 9 quarters.
  • Petrus Trust Company's John Wiley & Sons Class A position peaked at $1.52M in Q4 2023.
  • 251 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.