Simplex Trading
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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 		– 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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Simplex Trading's WLY Position: Q2 2026 in Review

Simplex Trading increased its John Wiley & Sons Class A (WLY) stake by 665% in Q2 2026, buying an estimated $112K and bringing the position to 3,066 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #5087.

Simplex Trading first reported a position in WLY in Q2 2021 and has held it in 14 quarters since. 267 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • Simplex Trading held 3,066 shares of John Wiley & Sons Class A worth $149K as of Q2 2026.
  • Simplex Trading bought 2,665 John Wiley & Sons Class A shares in Q2 2026, an estimated $112K.
  • John Wiley & Sons Class A made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #5087 holding.
  • Simplex Trading first reported a position in John Wiley & Sons Class A in Q2 2021 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 Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.