Segall Bryant & Hamill’s John Wiley & Sons Class A WLY Stock Holding History

Segall Bryant & Hamill’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	–	Sell	-10,681	Closed	-$327K	–	651
2025 Q4	$327K	Buy	+10,681	New	+$376K	﹤0.01%	562
2025 Q3	–	Sell	-16,231	Closed	-$724K	–	648
2025 Q2	$724K	Buy	+16,231	New	+$684K	0.01%	524
2020 Q3	–	Sell	-6,500	Closed	-$254K	–	796
2020 Q2	$254K	Sell	6,500 -95,638	-94%	-$3.65M	﹤0.01%	716
2020 Q1	$3.83M	Sell	102,138 -3,637	-3%	-$153K	0.08%	234
2019 Q4	$5.13M	Sell	105,775 -177,216	-63%	-$8.24M	0.08%	247
2019 Q3	$12.4M	Sell	282,991 -14,852	-5%	-$663K	0.19%	137
2019 Q2	$13.7M	Buy	297,843 +46,938	+19%	+$2.13M	0.21%	135
2019 Q1	$11.1M	Buy	250,905 +75,247	+43%	+$3.69M	0.17%	160
2018 Q4	$8.25M	Buy	+175,658	New	+$9.46M	0.14%	191

Other funds holding WLY

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Segall Bryant & Hamill's WLY Position: Q1 2026 in Review

Segall Bryant & Hamill sold out of John Wiley & Sons Class A (WLY) in Q1 2026, closing a stake of 10,681 shares — an estimated $327K sold.

Segall Bryant & Hamill first reported a position in WLY in Q4 2018 and held it in 9 quarters. The position peaked at $13.7M in Q2 2019. 248 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

Segall Bryant & Hamill reported no remaining John Wiley & Sons Class A position as of Q1 2026 after selling out during the quarter.
Segall Bryant & Hamill sold 10,681 John Wiley & Sons Class A shares in Q1 2026, an estimated $327K.
Segall Bryant & Hamill first reported a position in John Wiley & Sons Class A in Q4 2018 and held it in 9 quarters.
Segall Bryant & Hamill's John Wiley & Sons Class A position peaked at $13.7M in Q2 2019.
248 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on Segall Bryant & Hamill's 13F filing for Q1 2026, filed 15 May 2026.