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Smartleaf Asset Management’s John Wiley & Sons Class A WLY Stock Holding History

Smartleaf Asset Management’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 		$1.78K Sell
47
-543
-92% -$17.6K ﹤0.01% 2989
2025
Q4 		$18.3K Sell
590
-2,627
-82% -$92.5K ﹤0.01% 2074
2025
Q3 		$128K Sell
3,217
-106
-3% -$4.28K 0.01% 935
2025
Q2 		$150K Sell
3,323
-107
-3% -$4.51K 0.01% 684
2025
Q1 		$152K Sell
3,430
-34
-1% -$1.44K 0.01% 662
2024
Q4 		$151K Buy
3,464
+603
+21% +$29.6K 0.02% 647
2024
Q3 		$138K Buy
2,861
+546
+24% +$25.1K 0.02% 608
2024
Q2 		$92.7K Buy
2,315
+860
+59% +$32.8K 0.02% 592
2024
Q1 		$55.2K Buy
+1,455
New +$49.8K 0.01% 659

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

Smartleaf Asset Management's WLY Position: Q1 2026 in Review

Smartleaf Asset Management reduced its John Wiley & Sons Class A (WLY) stake by 92% in Q1 2026, selling an estimated $17.6K and leaving 47 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #2989.

Smartleaf Asset Management first reported a position in WLY in Q1 2024 and has held it in 9 quarters since. The position peaked at $152K in Q1 2025. 248 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

  • Smartleaf Asset Management held 47 shares of John Wiley & Sons Class A worth $1.78K as of Q1 2026.
  • Smartleaf Asset Management sold 543 John Wiley & Sons Class A shares in Q1 2026, an estimated $17.6K.
  • John Wiley & Sons Class A made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2989 holding.
  • Smartleaf Asset Management first reported a position in John Wiley & Sons Class A in Q1 2024 and has held it in 9 quarters since.
  • Smartleaf Asset Management's John Wiley & Sons Class A position peaked at $152K in Q1 2025.
  • 248 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.