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Tidal Investments’s John Wiley & Sons Class A WLY Stock Holding History

Tidal Investments’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 		$669K Buy
17,564
+1,093
+7% +$35.4K ﹤0.01% 1699
2025
Q4 		$505K Sell
16,471
-668
-4% -$23.5K ﹤0.01% 1638
2025
Q3 		$694K Sell
17,139
-85
-0.5% -$3.43K ﹤0.01% 1391
2025
Q2 		$769K Sell
17,224
-5,558
-24% -$234K ﹤0.01% 1147
2025
Q1 		$1.02M Sell
22,782
-238
-1% -$10.1K 0.01% 977
2024
Q4 		$1.01M Sell
23,020
-672
-3% -$33K 0.01% 999
2024
Q3 		$1.14M Buy
23,692
+18
+0.1% +$826 0.01% 927
2024
Q2 		$964K Sell
23,674
-622
-3% -$23.7K 0.01% 922
2024
Q1 		$925K Buy
24,296
+17,504
+258% +$599K 0.02% 910
2023
Q4 		$216K Buy
6,792
+120
+2% +$3.75K 0.01% 1312
2023
Q3 		$248K Buy
+6,672
New +$237K 0.01% 1134

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

Tidal Investments's WLY Position: Q1 2026 in Review

Tidal Investments increased its John Wiley & Sons Class A (WLY) stake by 6.6% in Q1 2026, buying an estimated $35.4K and bringing the position to 17,564 shares worth $669K. The position accounts for ﹤0.01% of the portfolio, ranked #1699.

Tidal Investments first reported a position in WLY in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.14M in Q3 2024. 248 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

  • Tidal Investments held 17,564 shares of John Wiley & Sons Class A worth $669K as of Q1 2026.
  • Tidal Investments bought 1,093 John Wiley & Sons Class A shares in Q1 2026, an estimated $35.4K.
  • John Wiley & Sons Class A made up ﹤0.01% of Tidal Investments's portfolio in Q1 2026, its #1699 holding.
  • Tidal Investments first reported a position in John Wiley & Sons Class A in Q3 2023 and has held it in 11 quarters since.
  • Tidal Investments's John Wiley & Sons Class A position peaked at $1.14M in Q3 2024.
  • 248 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.