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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
Q2 		$498K Sell
10,259
-7,305
-42% -$307K ﹤0.01% 2107
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 $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

Tidal Investments's WLY Position: Q2 2026 in Review

Tidal Investments reduced its John Wiley & Sons Class A (WLY) stake by 42% in Q2 2026, selling an estimated $307K and leaving 10,259 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #2107.

Tidal Investments first reported a position in WLY in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.14M in Q3 2024. 266 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • Tidal Investments held 10,259 shares of John Wiley & Sons Class A worth $498K as of Q2 2026.
  • Tidal Investments sold 7,305 John Wiley & Sons Class A shares in Q2 2026, an estimated $307K.
  • John Wiley & Sons Class A made up ﹤0.01% of Tidal Investments's portfolio in Q2 2026, its #2107 holding.
  • Tidal Investments first reported a position in John Wiley & Sons Class A in Q3 2023 and has held it in 12 quarters since.
  • Tidal Investments's John Wiley & Sons Class A position peaked at $1.14M in Q3 2024.
  • 266 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.