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Whittier Trust’s John Wiley & Sons Class A WLY Stock Holding History

Whittier Trust’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
-750
Closed -$33.5K – 1628
2025
Q2 		$33.5K Buy
+750
New +$31.6K ﹤0.01% 1023
2023
Q4 		– Sell
-6
Closed -$222 – 1690
2023
Q3 		$222 Buy
+6
New +$213 ﹤0.01% 1627
2017
Q2 		– Sell
-100
Closed -$5K – 1336
2017
Q1 		$5K Hold
100
– – ﹤0.01% 1156
2016
Q4 		$5K Hold
100
– – ﹤0.01% 1053
2016
Q3 		$5K Hold
100
– – ﹤0.01% 1046
2016
Q2 		$5K Hold
100
– – ﹤0.01% 1060
2016
Q1 		$5K Hold
100
– – ﹤0.01% 1046
2015
Q4 		$5K Sell
100
-500
-83% -$24.8K ﹤0.01% 1044
2015
Q3 		$30K Hold
600
– – ﹤0.01% 799
2015
Q2 		$33K Hold
600
– – ﹤0.01% 816
2015
Q1 		$37K Buy
+600
New +$36.8K ﹤0.01% 774

Other funds holding WLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Dimensional Fund Advisors
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Whittier Trust's WLY Position: Q3 2025 in Review

Whittier Trust sold out of John Wiley & Sons Class A (WLY) in Q3 2025, closing a stake of 750 shares — an estimated $33.5K sold.

Whittier Trust first reported a position in WLY in Q1 2015 and held it in 11 quarters. The position peaked at $37K in Q1 2015. 251 funds tracked by Wall St. Rank hold WLY as of Q3 2025.

  • Whittier Trust reported no remaining John Wiley & Sons Class A position as of Q3 2025 after selling out during the quarter.
  • Whittier Trust sold 750 John Wiley & Sons Class A shares in Q3 2025, an estimated $33.5K.
  • Whittier Trust first reported a position in John Wiley & Sons Class A in Q1 2015 and held it in 11 quarters.
  • Whittier Trust's John Wiley & Sons Class A position peaked at $37K in Q1 2015.
  • 251 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2025.

Based on Whittier Trust's 13F filing for Q3 2025, filed 31 Oct 2025.