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SBI Securities’s John Wiley & Sons Class A WLY Stock Holding History

SBI Securities’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 		$2.13K Sell
44
-315
-88% -$13.2K ﹤0.01% 2537
2026
Q1 		$13.7K Buy
359
+95
+36% +$3.08K ﹤0.01% 1607
2025
Q4 		$8.09K Buy
264
+255
+2,833% +$8.98K ﹤0.01% 1810
2025
Q3 		$364 Sell
9
-15
-63% -$606 ﹤0.01% 3104
2025
Q2 		$1.07K Hold
24
– – ﹤0.01% 2649
2025
Q1 		$1.07K Sell
24
-2
-8% -$85 ﹤0.01% 2551
2024
Q4 		$1.14K Buy
+26
New +$1.28K ﹤0.01% 2549

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

SBI Securities's WLY Position: Q2 2026 in Review

SBI Securities reduced its John Wiley & Sons Class A (WLY) stake by 88% in Q2 2026, selling an estimated $13.2K and leaving 44 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #2537.

SBI Securities first reported a position in WLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.7K in Q1 2026. 266 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • SBI Securities held 44 shares of John Wiley & Sons Class A worth $2.13K as of Q2 2026.
  • SBI Securities sold 315 John Wiley & Sons Class A shares in Q2 2026, an estimated $13.2K.
  • John Wiley & Sons Class A made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2537 holding.
  • SBI Securities first reported a position in John Wiley & Sons Class A in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's John Wiley & Sons Class A position peaked at $13.7K in Q1 2026.
  • 266 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.