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Principal Securities’s John Wiley & Sons Class A WLY Stock Holding History

Principal Securities’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
-28
Closed -$1.13K – 3495
2025
Q3 		$1.13K Hold
28
– – ﹤0.01% 3380
2025
Q2 		$1.25K Hold
28
– – ﹤0.01% 3277
2025
Q1 		$1.22K Hold
28
– – ﹤0.01% 3161
2024
Q4 		$1.22K Hold
28
– – ﹤0.01% 3155
2024
Q3 		$1.35K Buy
+28
New +$1.29K ﹤0.01% 3063

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

Principal Securities's WLY Position: Q4 2025 in Review

Principal Securities sold out of John Wiley & Sons Class A (WLY) in Q4 2025, closing a stake of 28 shares — an estimated $1.13K sold.

Principal Securities first reported a position in WLY in Q3 2024 and held it in 5 quarters. The position peaked at $1.35K in Q3 2024. 235 funds tracked by Wall St. Rank hold WLY as of Q4 2025.

  • Principal Securities reported no remaining John Wiley & Sons Class A position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 28 John Wiley & Sons Class A shares in Q4 2025, an estimated $1.13K.
  • Principal Securities first reported a position in John Wiley & Sons Class A in Q3 2024 and held it in 5 quarters.
  • Principal Securities's John Wiley & Sons Class A position peaked at $1.35K in Q3 2024.
  • 235 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.