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

SG 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 		– Sell
-252,596
Closed -$7.74M – 114
2025
Q4 		$7.74M Sell
252,596
-1,222,200
-83% -$43.1M 0.74% 47
2025
Q3 		$59.7M Buy
1,474,796
+362,866
+33% +$14.6M 5.32% 1
2025
Q2 		$49.6M Sell
1,111,930
-285,408
-20% -$12M 3.43% 9
2025
Q1 		$62.3M Buy
1,397,338
+449,977
+47% +$19M 5.73% 2
2024
Q4 		$41.4M Buy
947,361
+251,595
+36% +$12.3M 4% 7
2024
Q3 		$33.6M Buy
+695,766
New +$31.9M 4.2% 7

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

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

SG Capital Management sold out of John Wiley & Sons Class A (WLY) in Q1 2026, closing a stake of 252,596 shares — an estimated $7.74M sold.

SG Capital Management first reported a position in WLY in Q3 2024 and held it in 6 quarters. The position peaked at $62.3M in Q1 2025. 248 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

  • SG Capital Management reported no remaining John Wiley & Sons Class A position as of Q1 2026 after selling out during the quarter.
  • SG Capital Management sold 252,596 John Wiley & Sons Class A shares in Q1 2026, an estimated $7.74M.
  • SG Capital Management first reported a position in John Wiley & Sons Class A in Q3 2024 and held it in 6 quarters.
  • SG Capital Management's John Wiley & Sons Class A position peaked at $62.3M in Q1 2025.
  • 248 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on SG Capital Management's 13F filing for Q1 2026, filed 8 May 2026.