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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Vident Advisory's WLY Position: Q1 2026 in Review

Vident Advisory increased its John Wiley & Sons Class A (WLY) stake by 30% in Q1 2026, buying an estimated $158K and bringing the position to 21,331 shares worth $813K. The position accounts for 0.01% of the portfolio, ranked #974.

Vident Advisory first reported a position in WLY in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.24M in Q3 2023. 248 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

Vident Advisory held 21,331 shares of John Wiley & Sons Class A worth $813K as of Q1 2026.
Vident Advisory bought 4,875 John Wiley & Sons Class A shares in Q1 2026, an estimated $158K.
John Wiley & Sons Class A made up 0.01% of Vident Advisory's portfolio in Q1 2026, its #974 holding.
Vident Advisory first reported a position in John Wiley & Sons Class A in Q3 2023 and has held it in 9 quarters since.
Vident Advisory's John Wiley & Sons Class A position peaked at $1.24M in Q3 2023.
248 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.