UBS Group’s John Wiley & Sons Class A WLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10M | Buy |
263,277
+98,874
| +60% | +$3.2M | ﹤0.01% | 3349 |
|
|
2025
Q4 | $5.04M | Sell |
164,403
-47,448
| -22% | -$1.67M | ﹤0.01% | 4025 |
|
|
2025
Q3 | $8.57M | Buy |
211,851
+39,135
| +23% | +$1.58M | ﹤0.01% | 3479 |
|
|
2025
Q2 | $7.71M | Sell |
172,716
-79,147
| -31% | -$3.33M | ﹤0.01% | 3392 |
|
|
2025
Q1 | $11.2M | Sell |
251,863
-59,854
| -19% | -$2.53M | ﹤0.01% | 2911 |
|
|
2024
Q4 | $13.6M | Buy |
311,717
+195,671
| +169% | +$9.6M | ﹤0.01% | 2733 |
|
|
2024
Q3 | $5.6M | Buy |
116,046
+39,001
| +51% | +$1.79M | ﹤0.01% | 2961 |
|
|
2024
Q2 | $3.14M | Buy |
77,045
+33,100
| +75% | +$1.26M | ﹤0.01% | 3305 |
|
|
2024
Q1 | $1.68M | Buy |
43,945
+32,656
| +289% | +$1.12M | ﹤0.01% | 4112 |
|
|
2023
Q4 | $358K | Sell |
11,289
-6,192
| -35% | -$194K | ﹤0.01% | 5365 |
|
|
2023
Q3 | $650K | Buy |
17,481
+7,411
| +74% | +$263K | ﹤0.01% | 4455 |
|
|
2023
Q2 | $343K | Sell |
10,070
-21,079
| -68% | -$768K | ﹤0.01% | 5124 |
|
|
2023
Q1 | $1.21M | Buy |
31,149
+11,211
| +56% | +$478K | ﹤0.01% | 3939 |
|
|
2022
Q4 | $799K | Sell |
19,938
-89,669
| -82% | -$3.75M | ﹤0.01% | 4284 |
|
|
2022
Q3 | $4.12M | Buy |
109,607
+55,825
| +104% | +$2.65M | ﹤0.01% | 2530 |
|
|
2022
Q2 | $2.57M | Sell |
53,782
-15,856
| -23% | -$810K | ﹤0.01% | 2930 |
|
|
2022
Q1 | $3.69M | Buy |
69,638
+58,087
| +503% | +$3.05M | ﹤0.01% | 2839 |
|
|
2021
Q4 | $662K | Sell |
11,551
-2,189
| -16% | -$118K | ﹤0.01% | 4750 |
|
|
2021
Q3 | $717K | Sell |
13,740
-9,995
| -42% | -$573K | ﹤0.01% | 4466 |
|
|
2021
Q2 | $1.43M | Sell |
23,735
-390
| -2% | -$23.2K | ﹤0.01% | 3875 |
|
|
2021
Q1 | $1.31M | Sell |
24,125
-742
| -3% | -$37.7K | ﹤0.01% | 3981 |
|
|
2020
Q4 | $1.14M | Buy |
24,867
+1,046
| +4% | +$37.9K | ﹤0.01% | 3910 |
|
|
2020
Q3 | $755K | Sell |
23,821
-4,387
| -16% | -$149K | ﹤0.01% | 3850 |
|
|
2020
Q2 | $1.1M | Sell |
28,208
-7,203
| -20% | -$275K | ﹤0.01% | 3426 |
|
|
2020
Q1 | $1.33M | Buy |
35,411
+4,101
| +13% | +$172K | ﹤0.01% | 3120 |
|
|
2019
Q4 | $1.52M | Sell |
31,310
-37,284
| -54% | -$1.73M | ﹤0.01% | 3824 |
|
|
2019
Q3 | $3.01M | Sell |
68,594
-5,152
| -7% | -$230K | ﹤0.01% | 2885 |
|
|
2019
Q2 | $3.38M | Sell |
73,746
-62,691
| -46% | -$2.85M | ﹤0.01% | 2666 |
|
|
2019
Q1 | $6.03M | Buy |
136,437
+4,819
| +4% | +$236K | ﹤0.01% | 2062 |
|
|
2018
Q4 | $6.18M | Buy |
131,618
+85,825
| +187% | +$4.62M | ﹤0.01% | 1978 |
|
|
2018
Q3 | $2.77M | Sell |
45,793
-3,707
| -7% | -$231K | ﹤0.01% | 2904 |
|
|
2018
Q2 | $3.09M | Sell |
49,500
-5,340
| -10% | -$355K | ﹤0.01% | 2770 |
|
|
2018
Q1 | $3.49M | Sell |
54,840
-15,474
| -22% | -$1M | ﹤0.01% | 2639 |
|
|
2017
Q4 | $4.62M | Buy |
70,314
+25,654
| +57% | +$1.48M | ﹤0.01% | 2428 |
|
|
2017
Q3 | $2.39M | Buy |
44,660
+4,403
| +11% | +$236K | ﹤0.01% | 2967 |
|
|
2017
Q2 | $2.12M | Sell |
40,257
-6,286
| -14% | -$329K | ﹤0.01% | 2956 |
|
|
2017
Q1 | $2.5M | Sell |
46,543
-8,059
| -15% | -$438K | ﹤0.01% | 2731 |
|
|
2016
Q4 | $2.98M | Buy |
54,602
+5,723
| +12% | +$305K | ﹤0.01% | 2553 |
|
|
2016
Q3 | $2.52M | Sell |
48,879
-3,613
| -7% | -$198K | ﹤0.01% | 2631 |
|
|
2016
Q2 | $2.74M | Sell |
52,492
-1,797
| -3% | -$90.7K | ﹤0.01% | 2503 |
|
|
2016
Q1 | $2.65M | Sell |
54,289
-14,264
| -21% | -$623K | ﹤0.01% | 2414 |
|
|
2015
Q4 | $3.09M | Buy |
68,553
+14,130
| +26% | +$700K | ﹤0.01% | 2397 |
|
|
2015
Q3 | $2.72M | Sell |
54,423
-20,753
| -28% | -$1.08M | ﹤0.01% | 2469 |
|
|
2015
Q2 | $4.09M | Buy |
75,176
+14,862
| +25% | +$863K | ﹤0.01% | 2285 |
|
|
2015
Q1 | $3.69M | Sell |
60,314
-51,439
| -46% | -$3.16M | ﹤0.01% | 2345 |
|
|
2014
Q4 | $6.62M | Buy |
+111,753
| New | +$6.43M | 0.01% | 1849 |
|
Other funds holding WLY
VPM
VCM
SAM