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Van Hulzen Asset Management’s John Wiley & Sons Class A WLY Stock Holding History

Van Hulzen Asset Management’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
Q1 		– Sell
-16
Closed -$700 – 1125
2024
Q4 		$700 Buy
+16
New +$785 ﹤0.01% 1066

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State Street
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Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Dimensional Fund Advisors
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SCM
SG Capital Management Chicago, Illinois $1.51B AUM 49.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Van Hulzen Asset Management's WLY Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of John Wiley & Sons Class A (WLY) in Q1 2025, closing a stake of 16 shares — an estimated $700 sold.

Van Hulzen Asset Management first reported a position in WLY in Q4 2024 and held it in 1 quarter. The position peaked at $700 in Q4 2024. 255 funds tracked by Wall St. Rank hold WLY as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining John Wiley & Sons Class A position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 16 John Wiley & Sons Class A shares in Q1 2025, an estimated $700.
  • Van Hulzen Asset Management first reported a position in John Wiley & Sons Class A in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's John Wiley & Sons Class A position peaked at $700 in Q4 2024.
  • 255 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.