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 		$53.3K Buy
+1,400
New +$45.4K ﹤0.01% 5815
2025
Q4 		– Sell
-3,300
Closed -$133K – 10261
2025
Q3 		$133K Buy
3,300
+3,000
+1,000% +$121K ﹤0.01% 5432
2025
Q2 		$13K Sell
300
-100
-25% -$4.21K ﹤0.01% 7144
2025
Q1 		$17K Sell
400
-2,900
-88% -$123K ﹤0.01% 6730
2024
Q4 		$144K Buy
+3,300
New +$162K ﹤0.01% 4830
2024
Q3 		– Sell
-100
Closed -$4K – 9715
2024
Q2 		$4K Buy
+100
New +$3.81K ﹤0.01% 8040
2024
Q1 		– Sell
-1,400
Closed -$44K – 10035
2023
Q4 		$44K Sell
1,400
-200
-13% -$6.25K ﹤0.01% 6213
2023
Q3 		$59K Sell
1,600
-2,800
-64% -$99.3K ﹤0.01% 5656
2023
Q2 		$149K Buy
4,400
+4,200
+2,100% +$153K ﹤0.01% 4633
2023
Q1 		$7K Buy
+200
New +$8.52K ﹤0.01% 7858
2022
Q4 		– Sell
-300
Closed -$11K – 10590
2022
Q3 		$11K Buy
+300
New +$14.3K ﹤0.01% 8179
2021
Q4 		– Sell
-100
Closed -$6K – 11575
2021
Q3 		$6K Hold
100
– – ﹤0.01% 9235
2021
Q2 		$6K Buy
+100
New +$5.95K ﹤0.01% 9412

Other funds holding WLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
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
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Brown Advisory
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.