LSV ASSET MANAGEMENT WLY John Wiley & Sons, Inc.

Ownership history in LSV ASSET MANAGEMENT  ·  5 quarters on record

AI Ownership Summary

LSV ASSET MANAGEMENT reported John Wiley & Sons, Inc. (WLY) in 5 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.09% in 2026 Q2. The latest visible filing shows WLY at 0.09% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LSV ASSET MANAGEMENT's position in John Wiley & 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 Q2

WLY was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2026 Q2

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

Time in book
Holding Window
2025 Q3 to 2026 Q2

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.

How LSV ASSET MANAGEMENT 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 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 1,022,604 +880,251 +618.4% 0.09% $50K 2026-08-06 $53.65
2026 Q1 ADDED 142,353 +14,653 +11.5% 0.01% $5K 2026-05-11 $40.13
2025 Q4 ADDED 127,700 +28,200 +28.3% 0.01% $3.9M 2026-02-06 $28.77
2025 Q3 ADDED 99,500 +92,810 +1387.3% 0.01% $4.0M 2025-11-06 $35.25
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LSV ASSET MANAGEMENT and WLY

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

How long has LSV ASSET MANAGEMENT reported owning WLY?

LSV ASSET MANAGEMENT reported WLY across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported WLY position in LSV ASSET MANAGEMENT's portfolio?

The largest reported portfolio weight for WLY was 0.09% in 2026 Q2.

What is the latest reported WLY position on this page?

The most recent filing on this page is 2026 Q2, when LSV ASSET MANAGEMENT reported 1,022,604 shares, equal to 0.09% of portfolio, with an estimated market value of $50K.

What does the chart on this WLY ownership page compare?

The chart compares LSV ASSET MANAGEMENT'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 LSV ASSET MANAGEMENT time their WLY position?

Based on 13F filing dates vs. subsequent WLY price moves, LSV ASSET MANAGEMENT correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on WLY relative to SPY over the holding period was +44.5%.

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