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

Swiss Life 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
Q2 		$277K Sell
5,717
-257
-4% -$10.8K ﹤0.01% 1316
2026
Q1 		$228K Buy
+5,974
New +$194K ﹤0.01% 1306

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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 $3.38T AUM 44.17% 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

Swiss Life Asset Management's WLY Position: Q2 2026 in Review

Swiss Life Asset Management reduced its John Wiley & Sons Class A (WLY) stake by 4.3% in Q2 2026, selling an estimated $10.8K and leaving 5,717 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

Swiss Life Asset Management first reported a position in WLY in Q1 2026 and has held it in 2 quarters since. 266 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • Swiss Life Asset Management held 5,717 shares of John Wiley & Sons Class A worth $277K as of Q2 2026.
  • Swiss Life Asset Management sold 257 John Wiley & Sons Class A shares in Q2 2026, an estimated $10.8K.
  • John Wiley & Sons Class A made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #1316 holding.
  • Swiss Life Asset Management first reported a position in John Wiley & Sons Class A in Q1 2026 and has held it in 2 quarters since.
  • 266 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.