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Vident Advisory’s John Wiley & Sons Class A WLY Stock Holding History

Vident Advisory’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 		– Sell
-21,331
Closed -$813K – 2051
2026
Q1 		$813K Buy
21,331
+4,875
+30% +$158K 0.01% 974
2025
Q4 		$504K Buy
16,456
+1,465
+10% +$51.6K ﹤0.01% 1169
2025
Q3 		$607K Buy
14,991
+2,507
+20% +$101K 0.01% 1089
2025
Q2 		$557K Sell
12,484
-143
-1% -$6.02K 0.01% 986
2025
Q1 		$563K Buy
+12,627
New +$534K 0.01% 975
2024
Q4 		– Sell
-11,288
Closed -$545K – 1550
2024
Q3 		$545K Sell
11,288
-4,198
-27% -$193K 0.01% 878
2024
Q2 		$630K Buy
+15,486
New +$590K 0.02% 782
2024
Q1 		– Sell
-28,293
Closed -$898K – 1443
2023
Q4 		$898K Sell
28,293
-5,155
-15% -$161K 0.02% 593
2023
Q3 		$1.24M Buy
+33,448
New +$1.19M 0.04% 450

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

Vident Advisory's WLY Position: Q2 2026 in Review

Vident Advisory sold out of John Wiley & Sons Class A (WLY) in Q2 2026, closing a stake of 21,331 shares — an estimated $813K sold.

Vident Advisory first reported a position in WLY in Q3 2023 and held it in 9 quarters. The position peaked at $1.24M in Q3 2023. 266 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • Vident Advisory reported no remaining John Wiley & Sons Class A position as of Q2 2026 after selling out during the quarter.
  • Vident Advisory sold 21,331 John Wiley & Sons Class A shares in Q2 2026, an estimated $813K.
  • Vident Advisory first reported a position in John Wiley & Sons Class A in Q3 2023 and held it in 9 quarters.
  • Vident Advisory's John Wiley & Sons Class A position peaked at $1.24M in Q3 2023.
  • 266 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.