Simplex Trading
WLY icon

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
Q3 		$1.18M Buy
+24,700
New +$1.25M ﹤0.01% 2553
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% 7645
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

LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Access Investment Management
Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Kendall Capital Management
Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return

Simplex Trading's WLY Position: Q3 2026 in Review

Simplex Trading reduced its John Wiley & Sons Class A (WLY) stake by 13% in Q3 2026, selling an estimated $20.2K and leaving 2,667 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #5148.

Simplex Trading first reported a position in WLY in Q2 2021 and has held it in 15 quarters since. The position peaked at $149K in Q2 2026. 111 funds tracked by Wall St. Rank hold WLY as of Q3 2026.

  • Simplex Trading held 2,667 shares of John Wiley & Sons Class A worth $127K as of Q3 2026.
  • Simplex Trading sold 399 John Wiley & Sons Class A shares in Q3 2026, an estimated $20.2K.
  • John Wiley & Sons Class A made up ﹤0.01% of Simplex Trading's portfolio in Q3 2026, its #5148 holding.
  • Simplex Trading first reported a position in John Wiley & Sons Class A in Q2 2021 and has held it in 15 quarters since.
  • Simplex Trading's John Wiley & Sons Class A position peaked at $149K in Q2 2026.
  • 111 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2026.

Based on Simplex Trading's 13F filing for Q3 2026, filed 4 Nov 2026.