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

Quantinno 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	$1.46M	Buy	38,360 +28,716	+298%	+$931K	﹤0.01%	1859
2025 Q4	$295K	Buy	9,644 +4,521	+88%	+$159K	﹤0.01%	2843
2025 Q3	$207K	Buy	+5,123	New	+$207K	﹤0.01%	2741
2020 Q1	–	Sell	-6,445	Closed	-$313K	–	572
2019 Q4	$313K	Buy	+6,445	New	+$300K	0.2%	257
2019 Q1	–	Sell	-5,575	Closed	-$262K	–	481
2018 Q4	$262K	Buy	+5,575	New	+$300K	0.21%	250

Other funds holding WLY

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

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

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

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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

Quantinno Capital Management increased its John Wiley & Sons Class A (WLY) stake by 298% in Q1 2026, buying an estimated $931K and bringing the position to 38,360 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1859.

Quantinno Capital Management first reported a position in WLY in Q4 2018 and has held it in 5 quarters since. 248 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

Quantinno Capital Management held 38,360 shares of John Wiley & Sons Class A worth $1.46M as of Q1 2026.
Quantinno Capital Management bought 28,716 John Wiley & Sons Class A shares in Q1 2026, an estimated $931K.
John Wiley & Sons Class A made up ﹤0.01% of Quantinno Capital Management's portfolio in Q1 2026, its #1859 holding.
Quantinno Capital Management first reported a position in John Wiley & Sons Class A in Q4 2018 and has held it in 5 quarters since.
248 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

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