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Shell Asset Management’s John Wiley & Sons Class A WLY Stock Holding History

Shell Asset 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 		$17K Sell
415
-1,053
-72% -$42.5K ﹤0.01% 1058
2025
Q2 		$66K Sell
1,468
-156
-10% -$6.57K ﹤0.01% 1099
2025
Q1 		$72K Sell
1,624
-68
-4% -$2.87K ﹤0.01% 1080
2024
Q4 		$74K Hold
1,692
– – ﹤0.01% 1109
2024
Q3 		$82K Buy
+1,692
New +$77.7K ﹤0.01% 1090
2024
Q1 		$73K Sell
1,788
-126
-7% -$4.31K ﹤0.01% 1094
2023
Q4 		$61K Sell
1,914
-552
-22% -$17.3K ﹤0.01% 1146
2023
Q3 		$92K Sell
2,466
-38
-2% -$1.35K ﹤0.01% 1106
2023
Q2 		$85K Sell
2,504
-15
-0.6% -$546 ﹤0.01% 1152
2023
Q1 		$98K Sell
2,519
-9
-0.4% -$383 ﹤0.01% 1108
2022
Q4 		$101K Sell
2,528
-163
-6% -$6.82K ﹤0.01% 1150
2022
Q3 		$101K Sell
2,691
-363
-12% -$17.2K ﹤0.01% 1233
2022
Q2 		$146K Sell
3,054
-4
-0.1% -$204 ﹤0.01% 1198
2022
Q1 		$162K Sell
3,058
-461
-13% -$24.2K ﹤0.01% 1208
2021
Q4 		$202K Buy
3,519
+32
+0.9% +$1.73K ﹤0.01% 1209
2021
Q3 		$182K Sell
3,487
-150
-4% -$8.6K ﹤0.01% 1215
2021
Q2 		$219K Buy
3,637
+200
+6% +$11.9K ﹤0.01% 1210
2021
Q1 		$186K Hold
3,437
– – ﹤0.01% 1163
2020
Q4 		$157K Hold
3,437
– – ﹤0.01% 1185
2020
Q3 		$109K Hold
3,437
– – ﹤0.01% 1159
2020
Q2 		$134K Sell
3,437
-89
-3% -$3.4K ﹤0.01% 1114
2020
Q1 		$132K Sell
3,526
-54
-2% -$2.27K ﹤0.01% 1084
2019
Q4 		$174K Sell
3,580
-125
-3% -$5.81K ﹤0.01% 1146
2019
Q3 		$163K Sell
3,705
-32
-0.9% -$1.43K ﹤0.01% 1159
2019
Q2 		$171K Sell
3,737
-85
-2% -$3.87K ﹤0.01% 1138
2019
Q1 		$169K Hold
3,822
– – ﹤0.01% 1123
2018
Q4 		$180K Sell
3,822
-300
-7% -$16.1K ﹤0.01% 1049
2018
Q3 		$250K Buy
+4,122
New +$256K ﹤0.01% 1086

Other funds holding WLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
SG Capital Management Chicago, Illinois $1.51B AUM 49.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Shell Asset Management's WLY Position: Q3 2025 in Review

Shell Asset Management reduced its John Wiley & Sons Class A (WLY) stake by 72% in Q3 2025, selling an estimated $42.5K and leaving 415 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

Shell Asset Management first reported a position in WLY in Q3 2018 and has held it in 28 quarters since. The position peaked at $250K in Q3 2018. 251 funds tracked by Wall St. Rank hold WLY as of Q3 2025.

  • Shell Asset Management held 415 shares of John Wiley & Sons Class A worth $17K as of Q3 2025.
  • Shell Asset Management sold 1,053 John Wiley & Sons Class A shares in Q3 2025, an estimated $42.5K.
  • John Wiley & Sons Class A made up ﹤0.01% of Shell Asset Management's portfolio in Q3 2025, its #1058 holding.
  • Shell Asset Management first reported a position in John Wiley & Sons Class A in Q3 2018 and has held it in 28 quarters since.
  • Shell Asset Management's John Wiley & Sons Class A position peaked at $250K in Q3 2018.
  • 251 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.