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TwinBeech Capital’s John Wiley & Sons Class A WLY Stock Holding History

TwinBeech Capital’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
Q2 		– Sell
-14,584
Closed -$650K – 1010
2025
Q1 		$650K Buy
14,584
+8,748
+150% +$370K 0.01% 547
2024
Q4 		$255K Buy
+5,836
New +$286K ﹤0.01% 537
2024
Q1 		– Sell
-16,896
Closed -$536K – 890
2023
Q4 		$536K Buy
+16,896
New +$528K 0.01% 546
2021
Q4 		– Sell
-18,909
Closed -$987K – 847
2021
Q3 		$987K Buy
+18,909
New +$1.08M 0.07% 330

Other funds holding WLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
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
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

TwinBeech Capital's WLY Position: Q2 2025 in Review

TwinBeech Capital sold out of John Wiley & Sons Class A (WLY) in Q2 2025, closing a stake of 14,584 shares — an estimated $650K sold.

TwinBeech Capital first reported a position in WLY in Q3 2021 and held it in 4 quarters. The position peaked at $987K in Q3 2021. 268 funds tracked by Wall St. Rank hold WLY as of Q2 2025.

  • TwinBeech Capital reported no remaining John Wiley & Sons Class A position as of Q2 2025 after selling out during the quarter.
  • TwinBeech Capital sold 14,584 John Wiley & Sons Class A shares in Q2 2025, an estimated $650K.
  • TwinBeech Capital first reported a position in John Wiley & Sons Class A in Q3 2021 and held it in 4 quarters.
  • TwinBeech Capital's John Wiley & Sons Class A position peaked at $987K in Q3 2021.
  • 268 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2025.

Based on TwinBeech Capital's 13F filing for Q2 2025, filed 14 Aug 2025.