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Simplex Trading’s
John Wiley & Sons Class A
WLY
Stock Holding History
Simplex Trading’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
$15.3K
Buy
+401
New
+$13K
﹤0.01%
6983
2025
Q4
–
Sell
-872
Closed
-$30.7K
–
11251
2025
Q3
$35K
Buy
872
+789
+951%
+$31.9K
﹤0.01%
6828
2025
Q2
$3K
Sell
83
-7
-8%
-$295
﹤0.01%
8047
2025
Q1
$4K
Buy
+90
New
+$3.8K
﹤0.01%
7747
2024
Q4
–
Hold
0
–
–
–
10815
2024
Q3
–
Hold
0
–
–
–
10805
2024
Q2
–
Sell
-964
Closed
-$36.7K
–
11019
2024
Q1
$36K
Sell
964
-820
-46%
-$28.1K
﹤0.01%
6594
2023
Q4
$56K
Buy
1,784
+310
+21%
+$9.7K
﹤0.01%
5981
2023
Q3
$54K
Sell
1,474
-1,553
-51%
-$55.1K
﹤0.01%
5744
2023
Q2
$103K
Buy
3,027
+2,997
+9,990%
+$109K
﹤0.01%
5056
2023
Q1
$1K
Buy
30
+23
+329%
+$980
﹤0.01%
8797
2022
Q4
$0
Sell
7
-100
-93%
-$4.19K
﹤0.01%
11616
2022
Q3
$4K
Buy
+107
New
+$5.08K
﹤0.01%
8984
2022
Q2
–
Hold
0
–
–
–
12176
2022
Q1
–
Hold
0
–
–
–
12308
2021
Q4
–
Sell
-114
Closed
-$6.16K
–
12284
2021
Q3
$6K
Hold
114
–
–
﹤0.01%
9234
2021
Q2
$6K
Buy
+114
New
+$6.78K
﹤0.01%
9411
Other funds holding WLY
BlackRock
New York
$5.7T 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
$245B 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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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