Ray Dalio’s John Wiley & Sons Class A WLY Stock Holding History

Ray Dalio’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	$3.64M	Buy	95,586 +78,604	+463%	+$2.55M	0.02%	494
2025 Q4	$520K	Buy	+16,982	New	+$598K	﹤0.01%	966
2024 Q3	–	Sell	-19,073	Closed	-$776K	–	938
2024 Q2	$776K	Buy	+19,073	New	+$727K	﹤0.01%	703
2019 Q4	–	Sell	-7,317	Closed	-$322K	–	581
2019 Q3	$322K	Buy	+7,317	New	+$326K	﹤0.01%	300
2019 Q1	–	Sell	-30,451	Closed	-$1.43M	–	512
2018 Q4	$1.43M	Buy	30,451 +26,856	+747%	+$1.45M	0.01%	289
2018 Q3	$218K	Sell	3,595 -6,622	-65%	-$412K	﹤0.01%	347
2018 Q2	$638K	Sell	10,217 -6,858	-40%	-$455K	0.01%	303
2018 Q1	$1.09M	Buy	+17,075	New	+$1.11M	0.01%	258
2017 Q3	–	Sell	-4,387	Closed	-$231K	–	402
2017 Q2	$231K	Buy	+4,387	New	+$229K	﹤0.01%	326
2016 Q1	–	Sell	-6,863	Closed	-$309K	–	311
2015 Q4	$309K	Sell	6,863 -15,784	-70%	-$782K	﹤0.01%	237
2015 Q3	$1.13M	Buy	+22,647	New	+$1.18M	0.02%	232
2015 Q2	–	Sell	-4,547	Closed	-$278K	–	404
2015 Q1	$278K	Buy	4,547 +48	+1%	+$2.95K	﹤0.01%	283
2014 Q4	$267K	Buy	+4,499	New	+$259K	﹤0.01%	290

Other funds holding WLY

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Ray Dalio's WLY Position: Q1 2026 in Review

Ray Dalio increased its John Wiley & Sons Class A (WLY) stake by 463% in Q1 2026, buying an estimated $2.55M and bringing the position to 95,586 shares worth $3.64M. The position accounts for 0.02% of the portfolio, ranked #494.

Ray Dalio first reported a position in WLY in Q4 2014 and has held it in 13 quarters since. 249 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

Ray Dalio held 95,586 shares of John Wiley & Sons Class A worth $3.64M as of Q1 2026.
Ray Dalio bought 78,604 John Wiley & Sons Class A shares in Q1 2026, an estimated $2.55M.
John Wiley & Sons Class A made up 0.02% of Ray Dalio's portfolio in Q1 2026, its #494 holding.
Ray Dalio first reported a position in John Wiley & Sons Class A in Q4 2014 and has held it in 13 quarters since.
249 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.