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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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