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Sterling Capital Management’s John Wiley & Sons Class A WLY Stock Holding History

Sterling Capital 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
Q2 		$24.5K Buy
506
+181
+56% +$7.61K ﹤0.01% 1796
2026
Q1 		$12.4K Sell
325
-99
-23% -$3.21K ﹤0.01% 2264
2025
Q4 		$13K Buy
424
+164
+63% +$5.78K ﹤0.01% 2476
2025
Q3 		$10.5K Buy
260
+101
+64% +$4.08K ﹤0.01% 2456
2025
Q2 		$7.1K Sell
159
-186
-54% -$7.83K ﹤0.01% 2322
2025
Q1 		$15.4K Sell
345
-276
-44% -$11.7K ﹤0.01% 1738
2024
Q4 		$27.1K Buy
621
+542
+686% +$26.6K ﹤0.01% 1785
2024
Q3 		$3.81K Buy
+79
New +$3.63K ﹤0.01% 1869

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

Sterling Capital Management's WLY Position: Q2 2026 in Review

Sterling Capital Management increased its John Wiley & Sons Class A (WLY) stake by 56% in Q2 2026, buying an estimated $7.61K and bringing the position to 506 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1796.

Sterling Capital Management first reported a position in WLY in Q3 2024 and has held it in 8 quarters since. The position peaked at $27.1K in Q4 2024. 267 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • Sterling Capital Management held 506 shares of John Wiley & Sons Class A worth $24.5K as of Q2 2026.
  • Sterling Capital Management bought 181 John Wiley & Sons Class A shares in Q2 2026, an estimated $7.61K.
  • John Wiley & Sons Class A made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #1796 holding.
  • Sterling Capital Management first reported a position in John Wiley & Sons Class A in Q3 2024 and has held it in 8 quarters since.
  • Sterling Capital Management's John Wiley & Sons Class A position peaked at $27.1K in Q4 2024.
  • 267 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.