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Versant Capital Management’s John Wiley & Sons Class A WLY Stock Holding History

Versant Capital 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
2026
Q3 		$115K Hold
2,410
– – 0.01% 857
2026
Q2 		$117K Hold
2,410
– – 0.01% 849
2026
Q1 		$91.8K Buy
2,410
+921
+62% +$29.9K 0.01% 904
2025
Q4 		$45.6K Buy
1,489
+1,241
+500% +$43.7K 0.01% 1142
2025
Q3 		$10K Buy
248
+47
+23% +$1.9K ﹤0.01% 1936
2025
Q2 		$8.97K Sell
201
-47
-19% -$1.98K ﹤0.01% 1934
2025
Q1 		$11.1K Buy
248
+47
+23% +$1.99K ﹤0.01% 1676
2024
Q4 		$8.79K Buy
201
+140
+230% +$6.87K ﹤0.01% 1475
2024
Q3 		$2.94K Hold
61
– – ﹤0.01% 1456
2024
Q2 		$2.48K Sell
61
-58
-49% -$2.21K ﹤0.01% 1448
2024
Q1 		$4.54K Hold
119
– – ﹤0.01% 1067
2023
Q4 		$3.78K Buy
119
+61
+105% +$1.91K ﹤0.01% 1071
2023
Q3 		$2.16K Buy
58
+39
+205% +$1.38K ﹤0.01% 1282
2023
Q2 		$647 Buy
19
+14
+280% +$510 ﹤0.01% 1749
2023
Q1 		$194 Hold
5
– – ﹤0.01% 1722
2022
Q4 		$200 Buy
+5
New +$209 ﹤0.01% 1603
2020
Q2 		– Sell
-7
Closed – – 1579
2020
Q1 		$0 Buy
+7
New +$294 ﹤0.01% 1720
2019
Q2 		– Sell
-5
Closed – – 1731
2019
Q1 		$0 Hold
5
– – ﹤0.01% 1757
2018
Q4 		$0 Hold
5
– – ﹤0.01% 1670
2018
Q3 		$0 Hold
5
– – ﹤0.01% 1672
2018
Q2 		$0 Hold
5
– – ﹤0.01% 1661
2018
Q1 		$0 Hold
5
– – ﹤0.01% 1678
2017
Q4 		$0 Hold
5
– – ﹤0.01% 1658
2017
Q3 		$0 Hold
5
– – ﹤0.01% 1588
2017
Q2 		$0 Hold
5
– – ﹤0.01% 1558
2017
Q1 		$0 Hold
5
– – ﹤0.01% 1552
2016
Q4 		$0 Sell
5
-14
-74% -$746 ﹤0.01% 1547
2016
Q3 		$0 Sell
19
-5
-21% -$274 ﹤0.01% 1507
2016
Q2 		$1K Sell
24
-29
-55% -$1.46K ﹤0.01% 1295
2016
Q1 		$2K Hold
53
– – ﹤0.01% 1170
2015
Q4 		$2K Buy
+53
New +$2.63K ﹤0.01% 1174

Other funds holding WLY

SBCM
Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Versant Capital Management's WLY Position: Q3 2026 in Review

Versant Capital Management held its John Wiley & Sons Class A (WLY) position steady in Q3 2026 at 2,410 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #857.

Versant Capital Management first reported a position in WLY in Q4 2015 and has held it in 31 quarters since. The position peaked at $117K in Q2 2026. 10 funds tracked by Wall St. Rank hold WLY as of Q3 2026.

  • Versant Capital Management held 2,410 shares of John Wiley & Sons Class A worth $115K as of Q3 2026.
  • Versant Capital Management left its John Wiley & Sons Class A share count unchanged in Q3 2026.
  • John Wiley & Sons Class A made up 0.01% of Versant Capital Management's portfolio in Q3 2026, its #857 holding.
  • Versant Capital Management first reported a position in John Wiley & Sons Class A in Q4 2015 and has held it in 31 quarters since.
  • Versant Capital Management's John Wiley & Sons Class A position peaked at $117K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2026.

Based on Versant Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.