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Winton Group’s John Wiley & Sons Class A WLY Stock Holding History

Winton Group’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
-8,500
Closed -$324K – 1535
2026
Q1 		$324K Buy
+8,500
New +$275K 0.01% 838
2025
Q4 		– Sell
-79,871
Closed -$3.23M – 1137
2025
Q3 		$3.23M Buy
79,871
+71,815
+891% +$2.9M 0.12% 228
2025
Q2 		$360K Buy
+8,056
New +$339K 0.02% 663
2023
Q2 		– Sell
-9,525
Closed -$369K – 1148
2023
Q1 		$369K Buy
9,525
+1,552
+19% +$66.1K 0.02% 774
2022
Q4 		$319K Buy
7,973
+347
+5% +$14.5K 0.02% 773
2022
Q3 		$286K Buy
7,626
+888
+13% +$42.2K 0.02% 809
2022
Q2 		$322K Buy
6,738
+2,355
+54% +$120K 0.02% 793
2022
Q1 		$232K Sell
4,383
-189
-4% -$9.93K 0.01% 871
2021
Q4 		$262K Buy
+4,572
New +$247K 0.02% 869
2021
Q3 		– Sell
-3,752
Closed -$226K – 1496
2021
Q2 		$226K Sell
3,752
-3,270
-47% -$195K 0.01% 1303
2021
Q1 		$381K Sell
7,022
-8,506
-55% -$433K 0.02% 1031
2020
Q4 		$709K Buy
15,528
+3,409
+28% +$123K 0.05% 602
2020
Q3 		$384K Buy
+12,119
New +$411K 0.01% 1178
2019
Q3 		– Sell
-26,418
Closed -$1.21M – 1704
2019
Q2 		$1.21M Buy
+26,418
New +$1.2M 0.02% 365
2018
Q3 		– Sell
-5,867
Closed -$366K – 1155
2018
Q2 		$366K Buy
5,867
+1,843
+46% +$122K 0.01% 749
2018
Q1 		$256K Buy
+4,024
New +$261K 0.01% 1038
2015
Q1 		– Sell
-25,487
Closed -$1.51M – 552
2014
Q4 		$1.51M Sell
25,487
-15,124
-37% -$870K 0.02% 403
2014
Q3 		$2.28M Buy
40,611
+6,980
+21% +$416K 0.02% 439
2014
Q2 		$2.04M Buy
+33,631
New +$1.91M 0.01% 453

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

Winton Group's WLY Position: Q2 2026 in Review

Winton Group sold out of John Wiley & Sons Class A (WLY) in Q2 2026, closing a stake of 8,500 shares — an estimated $324K sold.

Winton Group first reported a position in WLY in Q2 2014 and held it in 19 quarters. The position peaked at $3.23M in Q3 2025. 266 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • Winton Group reported no remaining John Wiley & Sons Class A position as of Q2 2026 after selling out during the quarter.
  • Winton Group sold 8,500 John Wiley & Sons Class A shares in Q2 2026, an estimated $324K.
  • Winton Group first reported a position in John Wiley & Sons Class A in Q2 2014 and held it in 19 quarters.
  • Winton Group's John Wiley & Sons Class A position peaked at $3.23M in Q3 2025.
  • 266 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.