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
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 $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's WLY Position: Q1 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its John Wiley & Sons Class A (WLY) stake by 59% in Q1 2026, selling an estimated $849K and leaving 17,892 shares worth $682K. The position accounts for ﹤0.01% of the portfolio, ranked #1633.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in WLY in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.15M in Q2 2025. 248 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 17,892 shares of John Wiley & Sons Class A worth $682K as of Q1 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 26,180 John Wiley & Sons Class A shares in Q1 2026, an estimated $849K.
  • John Wiley & Sons Class A made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q1 2026, its #1633 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in John Wiley & Sons Class A in Q1 2025 and has held it in 5 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's John Wiley & Sons Class A position peaked at $3.15M in Q2 2025.
  • 248 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q1 2026, filed 11 May 2026.