Voloridge Investment Management
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Voloridge Investment Management’s John Wiley & Sons Class A WLY Stock Holding History

Voloridge Investment 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
Q1 		$5.31M Buy
139,349
+40,056
+40% +$1.3M 0.02% 657
2025
Q4 		$3.04M Buy
+99,293
New +$3.5M 0.01% 856
2024
Q3 		– Sell
-8,133
Closed -$331K – 1383
2024
Q2 		$331K Sell
8,133
-48,031
-86% -$1.83M ﹤0.01% 1145
2024
Q1 		$2.14M Sell
56,164
-136,173
-71% -$4.66M 0.01% 843
2023
Q4 		$6.1M Buy
192,337
+71,640
+59% +$2.24M 0.02% 575
2023
Q3 		$4.49M Sell
120,697
-9,360
-7% -$332K 0.02% 694
2023
Q2 		$4.43M Buy
130,057
+30,930
+31% +$1.13M 0.02% 714
2023
Q1 		$3.84M Buy
99,127
+12,729
+15% +$542K 0.02% 763
2022
Q4 		$3.46M Buy
86,398
+48,196
+126% +$2.02M 0.02% 786
2022
Q3 		$1.44M Buy
+38,202
New +$1.82M 0.01% 1076
2021
Q1 		– Sell
-21,060
Closed -$962K – 1695
2020
Q4 		$962K Sell
21,060
-23,015
-52% -$834K 0.01% 979
2020
Q3 		$1.4M Buy
+44,075
New +$1.49M 0.01% 830
2020
Q1 		– Sell
-27,924
Closed -$1.35M – 1440
2019
Q4 		$1.35M Buy
27,924
+4,404
+19% +$205K 0.03% 578
2019
Q3 		$1.03M Buy
23,520
+5,323
+29% +$237K 0.02% 631
2019
Q2 		$835K Buy
18,197
+10,427
+134% +$474K 0.02% 489
2019
Q1 		$344K Buy
+7,770
New +$381K 0.01% 767

Other funds holding WLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
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
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Brown Advisory
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

Voloridge Investment Management's WLY Position: Q1 2026 in Review

Voloridge Investment Management increased its John Wiley & Sons Class A (WLY) stake by 40% in Q1 2026, buying an estimated $1.3M and bringing the position to 139,349 shares worth $5.31M. The position accounts for 0.02% of the portfolio, ranked #657.

Voloridge Investment Management first reported a position in WLY in Q1 2019 and has held it in 16 quarters since. The position peaked at $6.1M in Q4 2023. 249 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

  • Voloridge Investment Management held 139,349 shares of John Wiley & Sons Class A worth $5.31M as of Q1 2026.
  • Voloridge Investment Management bought 40,056 John Wiley & Sons Class A shares in Q1 2026, an estimated $1.3M.
  • John Wiley & Sons Class A made up 0.02% of Voloridge Investment Management's portfolio in Q1 2026, its #657 holding.
  • Voloridge Investment Management first reported a position in John Wiley & Sons Class A in Q1 2019 and has held it in 16 quarters since.
  • Voloridge Investment Management's John Wiley & Sons Class A position peaked at $6.1M in Q4 2023.
  • 249 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on Voloridge Investment Management's 13F filing for Q1 2026, filed 15 May 2026.