Steve Schonfeld’s John Wiley & Sons Class A WLY Stock Holding History

Steve Schonfeld’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
2025 Q4	–	Sell	-7,090	Closed	-$287K	–	2648
2025 Q3	$287K	Buy	+7,090	New	+$286K	﹤0.01%	1851
2025 Q1	–	Sell	-4,785	Closed	-$209K	–	2517
2024 Q4	$209K	Buy	+4,785	New	+$235K	﹤0.01%	1754
2023 Q4	–	Sell	-33,359	Closed	-$1.24M	–	2264
2023 Q3	$1.24M	Buy	+33,359	New	+$1.18M	0.01%	954
2020 Q1	–	Sell	-6,749	Closed	-$328K	–	1568
2019 Q4	$328K	Buy	+6,749	New	+$314K	0.01%	923
2019 Q3	–	Sell	-6,700	Closed	-$308K	–	1268
2019 Q2	$308K	Sell	6,700 -4,300	-39%	-$196K	0.01%	772
2019 Q1	$487K	Sell	11,000 -15,919	-59%	-$781K	0.02%	700
2018 Q4	$1.26M	Sell	26,919 -7,581	-22%	-$408K	0.05%	421
2018 Q3	$2.09M	Sell	34,500 -37,290	-52%	-$2.32M	0.09%	272
2018 Q2	$4.48M	Buy	71,790 +65,349	+1,015%	+$4.34M	0.24%	141
2018 Q1	$411K	Buy	+6,441	New	+$418K	0.03%	522
2017 Q4	–	Sell	-6,985	Closed	-$374K	–	896
2017 Q3	$374K	Buy	+6,985	New	+$375K	0.03%	423

Other funds holding WLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Steve Schonfeld's WLY Position: Q4 2025 in Review

Steve Schonfeld sold out of John Wiley & Sons Class A (WLY) in Q4 2025, closing a stake of 7,090 shares — an estimated $287K sold.

Steve Schonfeld first reported a position in WLY in Q3 2017 and held it in 11 quarters. The position peaked at $4.48M in Q2 2018. 235 funds tracked by Wall St. Rank hold WLY as of Q4 2025.

Steve Schonfeld reported no remaining John Wiley & Sons Class A position as of Q4 2025 after selling out during the quarter.
Steve Schonfeld sold 7,090 John Wiley & Sons Class A shares in Q4 2025, an estimated $287K.
Steve Schonfeld first reported a position in John Wiley & Sons Class A in Q3 2017 and held it in 11 quarters.
Steve Schonfeld's John Wiley & Sons Class A position peaked at $4.48M in Q2 2018.
235 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2025.

Based on Schonfeld Strategic Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.