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	–	Sell	-300	Closed	-$9.19K	–	10319
2025 Q4	$9.19K	Sell	300 -200	-40%	-$7.04K	﹤0.01%	7041
2025 Q3	$20K	Buy	500 +200	+67%	+$8.07K	﹤0.01%	7342
2025 Q2	$13K	Buy	+300	New	+$12.6K	﹤0.01%	7143
2025 Q1	–	Sell	-300	Closed	-$13K	–	9833
2024 Q4	$13K	Buy	+300	New	+$14.7K	﹤0.01%	7036
2024 Q2	–	Sell	-100	Closed	-$3K	–	9955
2024 Q1	$3K	Hold	100	–	–	﹤0.01%	8333
2023 Q4	$3K	Buy	+100	New	+$3.13K	﹤0.01%	8175
2023 Q3	–	Sell	-2,000	Closed	-$68K	–	9981
2023 Q2	$68K	Buy	2,000 +1,900	+1,900%	+$69.2K	﹤0.01%	5517
2023 Q1	$3K	Buy	+100	New	+$4.26K	﹤0.01%	8369
2022 Q4	–	Sell	-500	Closed	-$18K	–	10588
2022 Q3	$18K	Sell	500 -4,600	-90%	-$219K	﹤0.01%	7646
2022 Q2	$243K	Buy	+5,100	New	+$261K	﹤0.01%	4375
2021 Q3	–	Sell	-100	Closed	-$6K	–	9900
2021 Q2	$6K	Buy	+100	New	+$5.95K	﹤0.01%	9410

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

Simplex Trading's WLY Position: Q1 2026 in Review

Simplex Trading opened a new position in John Wiley & Sons Class A (WLY) in Q1 2026: 401 shares worth $15.3K. The stake represents ﹤0.01% of the portfolio and ranks #6983 among its holdings. This is a return to the name: Simplex Trading previously reported a position in WLY as recently as Q3 2025.

Simplex Trading first reported a position in WLY in Q2 2021 and has held it in 13 quarters since. The position peaked at $103K in Q2 2023. 248 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

Simplex Trading held 401 shares of John Wiley & Sons Class A worth $15.3K as of Q1 2026.
John Wiley & Sons Class A was a new Simplex Trading position in Q1 2026.
John Wiley & Sons Class A made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #6983 holding.
Simplex Trading first reported a position in John Wiley & Sons Class A in Q2 2021 and has held it in 13 quarters since.
Simplex Trading's John Wiley & Sons Class A position peaked at $103K in Q2 2023.
248 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.