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

Verdence Capital Advisors’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 		– Sell
-11,510
Closed -$353K – 754
2025
Q4 		$353K Buy
11,510
+19
+0.2% +$669 0.02% 509
2025
Q3 		$424K Sell
11,491
-255
-2% -$10.3K 0.02% 498
2025
Q2 		$524K Buy
11,746
+287
+3% +$12.1K 0.04% 399
2025
Q1 		$511K Buy
11,459
+3,790
+49% +$160K 0.04% 377
2024
Q4 		$335K Buy
7,669
+52
+0.7% +$2.55K 0.03% 478
2024
Q3 		$368K Buy
7,617
+417
+6% +$19.1K 0.03% 458
2024
Q2 		$293K Hold
7,200
– – 0.03% 477
2024
Q1 		$275K Buy
+7,200
New +$246K 0.03% 504
2023
Q4 		– Sell
-7,239
Closed -$269K – 602
2023
Q3 		$269K Buy
7,239
+332
+5% +$11.8K 0.03% 469
2023
Q2 		$235K Sell
6,907
-532
-7% -$19.4K 0.03% 484
2023
Q1 		$288K Buy
+7,439
New +$317K 0.03% 429
2022
Q3 		– Sell
-4,256
Closed -$203K – 549
2022
Q2 		$203K Sell
4,256
-85
-2% -$4.34K 0.03% 486
2022
Q1 		$230K Buy
4,341
+332
+8% +$17.4K 0.03% 472
2021
Q4 		$230K Sell
4,009
-14
-0.3% -$757 0.03% 464
2021
Q3 		$210K Sell
4,023
-298
-7% -$17.1K 0.03% 468
2021
Q2 		$260K Sell
4,321
-1,340
-24% -$79.7K 0.04% 402
2021
Q1 		$307K Buy
5,661
+151
+3% +$7.68K 0.05% 349
2020
Q4 		$252K Buy
+5,510
New +$200K 0.05% 337
2020
Q3 		– Sell
-5,702
Closed -$222K – 387
2020
Q2 		$222K Buy
+5,702
New +$218K 0.05% 300

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
Silvercrest Asset Management
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Verdence Capital Advisors's WLY Position: Q1 2026 in Review

Verdence Capital Advisors sold out of John Wiley & Sons Class A (WLY) in Q1 2026, closing a stake of 11,510 shares — an estimated $353K sold.

Verdence Capital Advisors first reported a position in WLY in Q2 2020 and held it in 19 quarters. The position peaked at $524K in Q2 2025. 249 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

  • Verdence Capital Advisors reported no remaining John Wiley & Sons Class A position as of Q1 2026 after selling out during the quarter.
  • Verdence Capital Advisors sold 11,510 John Wiley & Sons Class A shares in Q1 2026, an estimated $353K.
  • Verdence Capital Advisors first reported a position in John Wiley & Sons Class A in Q2 2020 and held it in 19 quarters.
  • Verdence Capital Advisors's John Wiley & Sons Class A position peaked at $524K in Q2 2025.
  • 249 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.