Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s John Wiley & Sons Class A WLY Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$2.04M Buy
42,117
+24,225
+135% +$1.02M ﹤0.01% 1308
2026
Q1 		$682K Sell
17,892
-26,180
-59% -$849K ﹤0.01% 1633
2025
Q4 		$1.36M Sell
44,072
-7,299
-14% -$257K ﹤0.01% 1393
2025
Q3 		$2.08M Sell
51,371
-19,229
-27% -$776K ﹤0.01% 1276
2025
Q2 		$3.15M Hold
70,600
– – 0.01% 1016
2025
Q1 		$3.15M Buy
+70,600
New +$2.98M 0.01% 978

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 $3.38T AUM 44.17% 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

Universal-Beteiligungs- und Servicegesellschaft's WLY Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its John Wiley & Sons Class A (WLY) stake by 135% in Q2 2026, buying an estimated $1.02M and bringing the position to 42,117 shares worth $2.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1308.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in WLY in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.15M in Q2 2025. 266 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 42,117 shares of John Wiley & Sons Class A worth $2.04M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 24,225 John Wiley & Sons Class A shares in Q2 2026, an estimated $1.02M.
  • John Wiley & Sons Class A made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1308 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in John Wiley & Sons Class A in Q1 2025 and has held it in 6 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's John Wiley & Sons Class A position peaked at $3.15M in Q2 2025.
  • 266 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.