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

Silvercrest 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
2026 Q1	$37.1M	Buy	972,666 +51,377	+6%	+$1.67M	0.27%	100
2025 Q4	$28.2M	Buy	+921,289	New	+$32.5M	0.19%	141
2022 Q4	–	Sell	-135,122	Closed	-$5.08M	–	817
2022 Q3	$5.08M	Sell	135,122 -302,273	-69%	-$14.4M	0.04%	327
2022 Q2	$20.9M	Sell	437,395 -2,044	-0.5%	-$104K	0.16%	164
2022 Q1	$23.3M	Buy	439,439 +487	+0.1%	+$25.6K	0.15%	170
2021 Q4	$25.1M	Sell	438,952 -632	-0.1%	-$34.2K	0.16%	160
2021 Q3	$23M	Sell	439,584 -2,659	-0.6%	-$152K	0.15%	163
2021 Q2	$26.6M	Sell	442,243 -606	-0.1%	-$36.1K	0.17%	156
2021 Q1	$24M	Buy	442,849 +196,284	+80%	+$9.98M	0.16%	165
2020 Q4	$11.3M	Buy	+246,565	New	+$8.93M	0.08%	229
2015 Q4	–	Sell	-23,660	Closed	-$1.18M	–	565
2015 Q3	$1.18M	Sell	23,660 -12,390	-34%	-$644K	0.02%	315
2015 Q2	$1.96M	Buy	36,050 +8,155	+29%	+$473K	0.03%	292
2015 Q1	$1.71M	Buy	+27,895	New	+$1.71M	0.02%	281

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Silvercrest Asset Management's WLY Position: Q1 2026 in Review

Silvercrest Asset Management increased its John Wiley & Sons Class A (WLY) stake by 5.6% in Q1 2026, buying an estimated $1.67M and bringing the position to 972,666 shares worth $37.1M. The position accounts for 0.27% of the portfolio, ranked #100.

Silvercrest Asset Management first reported a position in WLY in Q1 2015 and has held it in 13 quarters since. 248 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

Silvercrest Asset Management held 972,666 shares of John Wiley & Sons Class A worth $37.1M as of Q1 2026.
Silvercrest Asset Management bought 51,377 John Wiley & Sons Class A shares in Q1 2026, an estimated $1.67M.
John Wiley & Sons Class A made up 0.27% of Silvercrest Asset Management's portfolio in Q1 2026, its #100 holding.
Silvercrest Asset Management first reported a position in John Wiley & Sons Class A in Q1 2015 and has held it in 13 quarters since.
248 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on Silvercrest Asset Management's 13F filing for Q1 2026, filed 15 May 2026.