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

Rockefeller 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 		$148K Buy
3,879
+497
+15% +$16.1K ﹤0.01% 2651
2025
Q4 		$104K Sell
3,382
-45
-1% -$1.58K ﹤0.01% 2713
2025
Q3 		$139K Buy
+3,427
New +$138K ﹤0.01% 2406
2023
Q1 		– Sell
-3,017
Closed -$120K – 3888
2022
Q4 		$120K Buy
3,017
+6
+0.2% +$251 ﹤0.01% 1934
2022
Q3 		$112K Sell
3,011
-206
-6% -$9.79K ﹤0.01% 1934
2022
Q2 		$152K Buy
3,217
+21
+0.7% +$1.07K ﹤0.01% 1736
2022
Q1 		$168K Hold
3,196
– – ﹤0.01% 1758
2021
Q4 		$181K Hold
3,196
– – ﹤0.01% 1682
2021
Q3 		$165K Buy
3,196
+11
+0.3% +$631 ﹤0.01% 1642
2021
Q2 		$191K Hold
3,185
– – ﹤0.01% 1527
2021
Q1 		$172K Hold
3,185
– – ﹤0.01% 1378
2020
Q4 		$144K Hold
3,185
– – ﹤0.01% 1300
2020
Q3 		$100K Sell
3,185
-7,623
-71% -$258K ﹤0.01% 1256
2020
Q2 		$421K Sell
10,808
-261
-2% -$9.97K ﹤0.01% 765
2020
Q1 		$414K Sell
11,069
-173
-2% -$7.26K 0.01% 648
2019
Q4 		$546K Buy
11,242
+8,057
+253% +$375K 0.01% 563
2019
Q3 		$140K Hold
3,185
– – ﹤0.01% 702
2019
Q2 		$146K Buy
3,185
+175
+6% +$7.96K ﹤0.01% 629
2019
Q1 		$133K Buy
3,010
+10
+0.3% +$490 ﹤0.01% 687
2018
Q4 		$141K Hold
3,000
– – ﹤0.01% 425
2018
Q3 		$182K Hold
3,000
– – ﹤0.01% 355
2018
Q2 		$187K Hold
3,000
– – ﹤0.01% 337
2018
Q1 		$191K Buy
+3,000
New +$194K ﹤0.01% 330

Other funds holding WLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
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
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Brown Advisory
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

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

Rockefeller Capital Management increased its John Wiley & Sons Class A (WLY) stake by 15% in Q1 2026, buying an estimated $16.1K and bringing the position to 3,879 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #2651.

Rockefeller Capital Management first reported a position in WLY in Q1 2018 and has held it in 23 quarters since. The position peaked at $546K in Q4 2019. 248 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

  • Rockefeller Capital Management held 3,879 shares of John Wiley & Sons Class A worth $148K as of Q1 2026.
  • Rockefeller Capital Management bought 497 John Wiley & Sons Class A shares in Q1 2026, an estimated $16.1K.
  • John Wiley & Sons Class A made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2651 holding.
  • Rockefeller Capital Management first reported a position in John Wiley & Sons Class A in Q1 2018 and has held it in 23 quarters since.
  • Rockefeller Capital Management's John Wiley & Sons Class A position peaked at $546K in Q4 2019.
  • 248 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.