Access Investment Management LLC WLY — WILEY JOHN & SONS INC

Ownership history in Access Investment Management LLC  ·  9 quarters on record

AI Ownership Summary

Access Investment Management LLC reported WILEY JOHN & SONS INC (WLY) in 9 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.72% in 2026 Q1. The latest visible filing shows WLY at 3.72% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Access Investment Management LLC's position in WILEY JOHN & SONS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WLY was reported at 3.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.72% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WLY stock page Access Investment Management LLC fund profile Access Investment Management LLC full holdings
How Access Investment Management LLC held WLY — position size vs. price
% of Fund (quarterly)    WLY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 366,520 +210,580 +135.0% 3.72% $14.0M 2026-05-22 $42.34
2025 Q4 UNCHANGED — — — 155,940 — 0% 1.70% $6.3M 2026-02-02 $31.10
2025 Q3 ADDED — — — 155,940 +66,660 +74.7% 1.70% $6.3M 2025-11-04 $37.12
2025 Q2 ADDED — — — 89,280 +21,955 +32.6% 1.13% $4.0M 2025-08-05 $36.77
2024 Q4 ADDED — — — 67,325 +455 +0.7% 0.85% $2.9M 2025-02-04 $40.51
2024 Q3 ADDED — — — 66,870 +115 +0.2% 0.98% $3.2M 2024-11-04 $46.68
2024 Q2 ADDED — — — 66,755 +480 +0.7% 0.88% $2.7M 2024-07-26 $44.55
2024 Q1 ADDED — — — 66,275 +22,570 +51.6% 0.83% $2.5M 2024-05-01 $35.11
2023 Q4 INITIATED — — — 43,705 — — 0.52% $1.4M 2024-02-07 $30.98

🏢 Other funds also holding WLY

As of 2026 Q1 — sorted by position size

Clarkston Capital Partners, LLC 3Y 7Y 2.74% NEUMEIER POMA INVESTMENT COUNSEL LLC 3Y 7Y 1.29% Madison Avenue Partners, LP 3Y 1.12% PALISADE CAPITAL MANAGEMENT, LP 3Y 7Y 0.99% Brickwood Asset Management LLP 0.77% Kendall Capital Management 3Y 7Y 0.7% CLARK ESTATES INC/NY 3Y 7Y 0.61% CALDWELL SUTTER CAPITAL, INC. 3Y 0.49% Uncommon Cents Investing LLC 3Y 7Y 0.3% SILVERCREST ASSET MANAGEMENT GROUP LLC 3Y 7Y 0.27%

FAQ About Access Investment Management LLC and WLY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Access Investment Management LLC reported owning WLY?

Access Investment Management LLC reported WLY across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported WLY position in Access Investment Management LLC's portfolio?

The largest reported portfolio weight for WLY was 3.72% in 2026 Q1.

What is the latest reported WLY position on this page?

The most recent filing on this page is 2026 Q1, when Access Investment Management LLC reported 366,520 shares, equal to 3.72% of portfolio, with an estimated market value of $14.0M.

What does the chart on this WLY ownership page compare?

The chart compares Access Investment Management LLC's quarterly WLY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Access Investment Management LLC time their WLY position?

Based on 13F filing dates vs. subsequent WLY price moves, Access Investment Management LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on WLY relative to SPY over the holding period was -5.0%.

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