XT
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XTX Topco’s John Wiley & Sons Class A WLY Stock Holding History

XTX Topco’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 		$1.38M Sell
36,263
-45,931
-56% -$1.49M 0.02% 1153
2025
Q4 		$2.52M Buy
+82,194
New +$2.9M 0.07% 428
2025
Q3 		– Sell
-11,718
Closed -$523K – 3374
2025
Q2 		$523K Buy
11,718
+7,046
+151% +$297K 0.02% 1068
2025
Q1 		$208K Buy
+4,672
New +$197K 0.01% 1674
2024
Q4 		– Sell
-22,246
Closed -$1.07M – 3003
2024
Q3 		$1.07M Buy
22,246
+8,981
+68% +$412K 0.08% 395
2024
Q2 		$540K Buy
13,265
+6,665
+101% +$254K 0.05% 625
2024
Q1 		$252K Sell
6,600
-4,239
-39% -$145K 0.03% 996
2023
Q4 		$344K Buy
+10,839
New +$339K 0.08% 514
2023
Q3 		– Sell
-16,983
Closed -$578K – 2057
2023
Q2 		$578K Buy
16,983
+11,620
+217% +$423K 0.1% 288
2023
Q1 		$208K Buy
+5,363
New +$229K 0.04% 933

Other funds holding WLY

BlackRock
BlackRock New York $5.7T 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 $245B 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