R Squared’s John Wiley & Sons Class A WLY Stock Holding History

R Squared’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	-5,422	Closed	-$242K	–	722
2025 Q2	$242K	Buy	+5,422	New	+$228K	0.13%	265

Other funds holding WLY

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

R Squared's WLY Position: Q3 2025 in Review

R Squared sold out of John Wiley & Sons Class A (WLY) in Q3 2025, closing a stake of 5,422 shares — an estimated $242K sold.

R Squared first reported a position in WLY in Q2 2025 and held it in 1 quarter. The position peaked at $242K in Q2 2025. 251 funds tracked by Wall St. Rank hold WLY as of Q3 2025.

R Squared reported no remaining John Wiley & Sons Class A position as of Q3 2025 after selling out during the quarter.
R Squared sold 5,422 John Wiley & Sons Class A shares in Q3 2025, an estimated $242K.
R Squared first reported a position in John Wiley & Sons Class A in Q2 2025 and held it in 1 quarter.
R Squared's John Wiley & Sons Class A position peaked at $242K in Q2 2025.
251 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2025.

Based on R Squared's 13F filing for Q3 2025, filed 12 Nov 2025.