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Rossby Financial’s John Wiley & Sons Class A WLY Stock Holding History

Rossby Financial’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 		$1.74K Buy
45
+25
+125% +$810 ﹤0.01% 1854
2025
Q4 		$613 Buy
20
+4
+25% +$141 ﹤0.01% 1606
2025
Q3 		$642 Buy
+16
New +$646 ﹤0.01% 1341

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

Rossby Financial's WLY Position: Q1 2026 in Review

Rossby Financial increased its John Wiley & Sons Class A (WLY) stake by 125% in Q1 2026, buying an estimated $810 and bringing the position to 45 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1854.

Rossby Financial first reported a position in WLY in Q3 2025 and has held it in 3 quarters since. 248 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

  • Rossby Financial held 45 shares of John Wiley & Sons Class A worth $1.74K as of Q1 2026.
  • Rossby Financial bought 25 John Wiley & Sons Class A shares in Q1 2026, an estimated $810.
  • John Wiley & Sons Class A made up ﹤0.01% of Rossby Financial's portfolio in Q1 2026, its #1854 holding.
  • Rossby Financial first reported a position in John Wiley & Sons Class A in Q3 2025 and has held it in 3 quarters since.
  • 248 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.