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
2025 Q3	–	Sell	-250,000	Closed	-$11.2M	–	105
2025 Q2	$11.2M	Buy	+250,000	New	+$10.5M	0.77%	42
2025 Q1	–	Sell	-300,000	Closed	-$13.1M	–	78
2024 Q4	$13.1M	Buy	+300,000	New	+$14.7M	1.27%	28

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

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.