Qube Research & Technologies (QRT)
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Qube Research & Technologies (QRT)’s John Wiley & Sons Class A WLY Stock Holding History

Qube Research & Technologies (QRT)’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
Q2 		– Sell
-118,678
Closed -$4.52M – 4163
2026
Q1 		$4.52M Sell
118,678
-232,677
-66% -$7.54M 0.01% 1716
2025
Q4 		$10.8M Sell
351,355
-107,664
-23% -$3.79M 0.01% 1303
2025
Q3 		$18.6M Sell
459,019
-69,069
-13% -$2.79M 0.02% 928
2025
Q2 		$23.6M Buy
528,088
+403,389
+323% +$17M 0.02% 800
2025
Q1 		$5.56M Sell
124,699
-36,812
-23% -$1.56M 0.01% 1466
2024
Q4 		$7.06M Buy
161,511
+50,095
+45% +$2.46M 0.01% 1306
2024
Q3 		$5.38M Sell
111,416
-286,233
-72% -$13.1M 0.01% 1356
2024
Q2 		$16.2M Buy
397,649
+114,543
+40% +$4.36M 0.03% 699
2024
Q1 		$10.8M Sell
283,106
-42,169
-13% -$1.44M 0.02% 807
2023
Q4 		$10.3M Buy
325,275
+280,884
+633% +$8.79M 0.02% 725
2023
Q3 		$1.65M Sell
44,391
-175,006
-80% -$6.21M ﹤0.01% 1480
2023
Q2 		$7.47M Buy
219,397
+121,806
+125% +$4.44M 0.03% 620
2023
Q1 		$3.78M Buy
97,591
+77,353
+382% +$3.3M 0.02% 749
2022
Q4 		$811K Buy
20,238
+6,785
+50% +$284K ﹤0.01% 1308
2022
Q3 		$505K Sell
13,453
-8,087
-38% -$384K ﹤0.01% 1464
2022
Q2 		$1.03M Buy
+21,540
New +$1.1M 0.01% 1091
2021
Q4 		– Sell
-18,261
Closed -$953K – 3021
2021
Q3 		$953K Buy
+18,261
New +$1.05M 0.01% 925
2020
Q4 		– Sell
-32,568
Closed -$1.03M – 2256
2020
Q3 		$1.03M Buy
+32,568
New +$1.1M 0.01% 806
2020
Q1 		– Sell
-12,039
Closed -$584K – 1726
2019
Q4 		$584K Buy
+12,039
New +$560K 0.02% 874
2018
Q4 		– Sell
-2,152
Closed -$130K – 910
2018
Q3 		$130K Buy
+2,152
New +$134K 0.02% 671
2018
Q2 		– Sell
-3,299
Closed -$210K – 934
2018
Q1 		$210K Buy
+3,299
New +$214K 0.08% 157

Other funds holding WLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Qube Research & Technologies (QRT)'s WLY Position: Q2 2026 in Review

Qube Research & Technologies (QRT) sold out of John Wiley & Sons Class A (WLY) in Q2 2026, closing a stake of 118,678 shares — an estimated $4.52M sold.

Qube Research & Technologies (QRT) first reported a position in WLY in Q1 2018 and held it in 21 quarters. The position peaked at $23.6M in Q2 2025. 267 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • Qube Research & Technologies (QRT) reported no remaining John Wiley & Sons Class A position as of Q2 2026 after selling out during the quarter.
  • Qube Research & Technologies (QRT) sold 118,678 John Wiley & Sons Class A shares in Q2 2026, an estimated $4.52M.
  • Qube Research & Technologies (QRT) first reported a position in John Wiley & Sons Class A in Q1 2018 and held it in 21 quarters.
  • Qube Research & Technologies (QRT)'s John Wiley & Sons Class A position peaked at $23.6M in Q2 2025.
  • 267 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q2 2026, filed 14 Aug 2026.