SEI Investments’s John Wiley & Sons Class A WLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.61M | Buy |
94,647
+37,642
| +66% | +$1.22M | ﹤0.01% | 1717 |
|
|
2025
Q4 | $1.75M | Buy |
57,005
+30,656
| +116% | +$1.08M | ﹤0.01% | 1921 |
|
|
2025
Q3 | $1.07M | Sell |
26,349
-1,080
| -4% | -$43.6K | ﹤0.01% | 1950 |
|
|
2025
Q2 | $1.22M | Sell |
27,429
-7,430
| -21% | -$313K | ﹤0.01% | 1837 |
|
|
2025
Q1 | $1.55M | Buy |
34,859
+6,795
| +24% | +$287K | ﹤0.01% | 1728 |
|
|
2024
Q4 | $1.23M | Buy |
28,064
+2,392
| +9% | +$117K | ﹤0.01% | 1855 |
|
|
2024
Q3 | $1.24M | Sell |
25,672
-9,442
| -27% | -$434K | ﹤0.01% | 1877 |
|
|
2024
Q2 | $1.43M | Buy |
+35,114
| New | +$1.34M | ﹤0.01% | 1775 |
|
|
2024
Q1 | – | Sell |
-37,117
| Closed | -$1.18M | – | 2709 |
|
|
2023
Q4 | $1.18M | Sell |
37,117
-41,619
| -53% | -$1.3M | ﹤0.01% | 1821 |
|
|
2023
Q3 | $2.93M | Sell |
78,736
-31,333
| -28% | -$1.11M | 0.01% | 1413 |
|
|
2023
Q2 | $3.75M | Sell |
110,069
-34,486
| -24% | -$1.26M | 0.01% | 1334 |
|
|
2023
Q1 | $5.6M | Buy |
144,555
+3,166
| +2% | +$135K | 0.01% | 1131 |
|
|
2022
Q4 | $5.66M | Sell |
141,389
-1,004
| -0.7% | -$42K | 0.01% | 996 |
|
|
2022
Q3 | $5.35M | Buy |
142,393
+1,615
| +1% | +$76.7K | 0.01% | 1057 |
|
|
2022
Q2 | $6.73M | Buy |
140,778
+17,803
| +14% | +$910K | 0.01% | 954 |
|
|
2022
Q1 | $6.51M | Buy |
122,975
+11,963
| +11% | +$628K | 0.01% | 968 |
|
|
2021
Q4 | $6.35M | Sell |
111,012
-4,291
| -4% | -$232K | 0.01% | 1011 |
|
|
2021
Q3 | $5.98M | Buy |
115,303
+2,709
| +2% | +$155K | 0.01% | 1000 |
|
|
2021
Q2 | $6.77M | Sell |
112,594
-61,054
| -35% | -$3.63M | 0.02% | 924 |
|
|
2021
Q1 | $8.96M | Buy |
173,648
+53,813
| +45% | +$2.74M | 0.02% | 723 |
|
|
2020
Q4 | $5.5M | Sell |
119,835
-56,075
| -32% | -$2.03M | 0.01% | 931 |
|
|
2020
Q3 | $5.63M | Sell |
175,910
-47,199
| -21% | -$1.6M | 0.02% | 817 |
|
|
2020
Q2 | $8.81M | Buy |
223,109
+60,840
| +37% | +$2.32M | 0.03% | 597 |
|
|
2020
Q1 | $6.05M | Buy |
162,269
+16,852
| +12% | +$707K | 0.02% | 666 |
|
|
2019
Q4 | $7.05M | Sell |
145,417
-7,413
| -5% | -$345K | 0.02% | 734 |
|
|
2019
Q3 | $6.71M | Buy |
152,830
+4,519
| +3% | +$202K | 0.02% | 791 |
|
|
2019
Q2 | $6.81M | Sell |
148,311
-4,369
| -3% | -$199K | 0.02% | 777 |
|
|
2019
Q1 | $6.74M | Buy |
152,680
+16,811
| +12% | +$825K | 0.02% | 754 |
|
|
2018
Q4 | $7.91M | Buy |
135,869
+20,878
| +18% | +$1.12M | 0.03% | 664 |
|
|
2018
Q3 | $6.98M | Buy |
114,991
+8,027
| +8% | +$499K | 0.03% | 699 |
|
|
2018
Q2 | $6.67M | Buy |
106,964
+2,829
| +3% | +$188K | 0.02% | 776 |
|
|
2018
Q1 | $6.63M | Sell |
104,135
-8,328
| -7% | -$540K | 0.03% | 693 |
|
|
2017
Q4 | $7.39M | Buy |
112,463
+19,628
| +21% | +$1.14M | 0.03% | 733 |
|
|
2017
Q3 | $4.97M | Buy |
92,835
+7,427
| +9% | +$398K | 0.02% | 892 |
|
|
2017
Q2 | $4.5M | Buy |
85,408
+3,862
| +5% | +$202K | 0.02% | 888 |
|
|
2017
Q1 | $4.39M | Buy |
81,546
+34,837
| +75% | +$1.89M | 0.02% | 857 |
|
|
2016
Q4 | $2.55M | Buy |
46,709
+7,725
| +20% | +$412K | 0.01% | 1066 |
|
|
2016
Q3 | $2.01M | Sell |
38,984
-116
| -0.3% | -$6.35K | 0.01% | 1078 |
|
|
2016
Q2 | $2.04M | Sell |
39,100
-9,846
| -20% | -$497K | 0.01% | 996 |
|
|
2016
Q1 | $2.39M | Buy |
48,946
+11,259
| +30% | +$492K | 0.01% | 901 |
|
|
2015
Q4 | $1.7M | Sell |
37,687
-13,457
| -26% | -$667K | 0.01% | 1056 |
|
|
2015
Q3 | $2.56M | Buy |
51,144
+8,182
| +19% | +$425K | 0.02% | 692 |
|
|
2015
Q2 | $2.33M | Buy |
42,962
+300
| +0.7% | +$17.4K | 0.02% | 703 |
|
|
2015
Q1 | $2.61M | Buy |
42,662
+1,500
| +4% | +$92.1K | 0.02% | 653 |
|
|
2014
Q4 | $2.44M | Buy |
+41,162
| New | +$2.37M | 0.02% | 631 |
|
Other funds holding WLY
VPM
VCM
SAM