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

TrueMark 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
2025
Q3 		– Sell
-19,451
Closed -$868K – 234
2025
Q2 		$868K Buy
+19,451
New +$819K 0.19% 116

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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCP
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
SG Capital Management Chicago, Illinois $1.51B AUM 49.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

TrueMark Investments's WLY Position: Q3 2025 in Review

TrueMark Investments sold out of John Wiley & Sons Class A (WLY) in Q3 2025, closing a stake of 19,451 shares — an estimated $868K sold.

TrueMark Investments first reported a position in WLY in Q2 2025 and held it in 1 quarter. The position peaked at $868K in Q2 2025. 251 funds tracked by Wall St. Rank hold WLY as of Q3 2025.

  • TrueMark Investments reported no remaining John Wiley & Sons Class A position as of Q3 2025 after selling out during the quarter.
  • TrueMark Investments sold 19,451 John Wiley & Sons Class A shares in Q3 2025, an estimated $868K.
  • TrueMark Investments first reported a position in John Wiley & Sons Class A in Q2 2025 and held it in 1 quarter.
  • TrueMark Investments's John Wiley & Sons Class A position peaked at $868K in Q2 2025.
  • 251 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2025.

Based on TrueMark Investments's 13F filing for Q3 2025, filed 30 Oct 2025.