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 Q2	$44.8M	Sell	923,562 -49,104	-5%	-$2.06M	0.29%	83
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 $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Silvercrest Asset Management's WLY Position: Q2 2026 in Review

Silvercrest Asset Management reduced its John Wiley & Sons Class A (WLY) stake by 5% in Q2 2026, selling an estimated $2.06M and leaving 923,562 shares worth $44.8M. The position accounts for 0.29% of the portfolio, ranked #83.

Silvercrest Asset Management first reported a position in WLY in Q1 2015 and has held it in 14 quarters since. 267 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

Silvercrest Asset Management held 923,562 shares of John Wiley & Sons Class A worth $44.8M as of Q2 2026.
Silvercrest Asset Management sold 49,104 John Wiley & Sons Class A shares in Q2 2026, an estimated $2.06M.
John Wiley & Sons Class A made up 0.29% of Silvercrest Asset Management's portfolio in Q2 2026, its #83 holding.
Silvercrest Asset Management first reported a position in John Wiley & Sons Class A in Q1 2015 and has held it in 14 quarters since.
267 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Silvercrest Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.