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

Westfield 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
2025 Q3	–	Sell	-169,768	Closed	-$7.58M	–	281
2025 Q2	$7.58M	Sell	169,768 -16,246	-9%	-$684K	0.03%	194
2025 Q1	$8.29M	Sell	186,014 -8,899	-5%	-$376K	0.04%	189
2024 Q4	$8.52M	Sell	194,913 -6,854	-3%	-$336K	0.04%	192
2024 Q3	$9.74M	Buy	201,767 +3,481	+2%	+$160K	0.04%	197
2024 Q2	$8.07M	Buy	198,286 +13,331	+7%	+$508K	0.04%	201
2024 Q1	$7.05M	Buy	+184,955	New	+$6.33M	0.04%	208

Other funds holding WLY

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SCM

SG Capital Management Chicago, Illinois $1.51B AUM 49.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Westfield Capital Management's WLY Position: Q3 2025 in Review

Westfield Capital Management sold out of John Wiley & Sons Class A (WLY) in Q3 2025, closing a stake of 169,768 shares — an estimated $7.58M sold.

Westfield Capital Management first reported a position in WLY in Q1 2024 and held it in 6 quarters. The position peaked at $9.74M in Q3 2024. 251 funds tracked by Wall St. Rank hold WLY as of Q3 2025.

Westfield Capital Management reported no remaining John Wiley & Sons Class A position as of Q3 2025 after selling out during the quarter.
Westfield Capital Management sold 169,768 John Wiley & Sons Class A shares in Q3 2025, an estimated $7.58M.
Westfield Capital Management first reported a position in John Wiley & Sons Class A in Q1 2024 and held it in 6 quarters.
Westfield Capital Management's John Wiley & Sons Class A position peaked at $9.74M in Q3 2024.
251 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2025.

Based on Westfield Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.