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

Aperio 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
2020
Q4 		$2.58M Sell
56,450
-5,736
-9% -$208K 0.01% 1119
2020
Q3 		$1.97M Sell
62,186
-135,597
-69% -$4.6M 0.01% 1123
2020
Q2 		$7.71M Buy
197,783
+70,456
+55% +$2.69M 0.03% 556
2020
Q1 		$4.77M Buy
127,327
+99,131
+352% +$4.16M 0.02% 665
2019
Q4 		$1.37M Buy
28,196
+951
+3% +$44.2K ﹤0.01% 1273
2019
Q3 		$1.2M Buy
27,245
+15,337
+129% +$684K ﹤0.01% 1305
2019
Q2 		$546K Buy
11,908
+1,733
+17% +$78.8K ﹤0.01% 1738
2019
Q1 		$450K Sell
10,175
-9
-0.1% -$441 ﹤0.01% 1806
2018
Q4 		$478K Sell
10,184
-14,989
-60% -$807K ﹤0.01% 1703
2018
Q3 		$1.52M Sell
25,173
-15,019
-37% -$934K 0.01% 1175
2018
Q2 		$2.51M Buy
40,192
+15,122
+60% +$1M 0.01% 924
2018
Q1 		$1.6M Buy
25,070
+6,877
+38% +$446K 0.01% 1094
2017
Q4 		$1.2M Buy
18,193
+382
+2% +$22.1K 0.01% 1207
2017
Q3 		$953K Buy
17,811
+10,501
+144% +$563K 0.01% 1299
2017
Q2 		$386K Buy
7,310
+527
+8% +$27.6K ﹤0.01% 1772
2017
Q1 		$365K Sell
6,783
-2,893
-30% -$157K ﹤0.01% 1729
2016
Q4 		$527K Buy
9,676
+3,373
+54% +$180K ﹤0.01% 1475
2016
Q3 		$325K Buy
6,303
+1,390
+28% +$76.1K ﹤0.01% 1672
2016
Q2 		$256K Buy
4,913
+208
+4% +$10.5K ﹤0.01% 1730
2016
Q1 		$230K Sell
4,705
-920
-16% -$40.2K ﹤0.01% 1805
2015
Q4 		$253K Sell
5,625
-2,599
-32% -$129K ﹤0.01% 1711
2015
Q3 		$411K Buy
8,224
+1,465
+22% +$76.1K ﹤0.01% 1415
2015
Q2 		$367K Buy
6,759
+133
+2% +$7.72K ﹤0.01% 1504
2015
Q1 		$405K Buy
6,626
+259
+4% +$15.9K ﹤0.01% 1394
2014
Q4 		$377K Buy
6,367
+147
+2% +$8.46K ﹤0.01% 1373
2014
Q3 		$349K Sell
6,220
-678
-10% -$40.4K ﹤0.01% 1316
2014
Q2 		$418K Buy
6,898
+241
+4% +$13.7K 0.01% 1224
2014
Q1 		$384K Buy
+6,657
New +$370K 0.01% 1465
2013
Q4 		– Sell
-6,263
Closed -$317K – 1458
2013
Q3 		$299K Buy
+6,263
New +$280K 0.01% 1418

Other funds holding WLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Aperio Group's WLY Position: Q4 2020 in Review

Aperio Group reduced its John Wiley & Sons Class A (WLY) stake by 9.2% in Q4 2020, selling an estimated $208K and leaving 56,450 shares worth $2.58M. The position accounts for 0.01% of the portfolio, ranked #1119.

Aperio Group first reported a position in WLY in Q3 2013 and has held it in 29 quarters since. The position peaked at $7.71M in Q2 2020. 226 funds tracked by Wall St. Rank hold WLY as of Q4 2020.

  • Aperio Group held 56,450 shares of John Wiley & Sons Class A worth $2.58M as of Q4 2020.
  • Aperio Group sold 5,736 John Wiley & Sons Class A shares in Q4 2020, an estimated $208K.
  • John Wiley & Sons Class A made up 0.01% of Aperio Group's portfolio in Q4 2020, its #1119 holding.
  • Aperio Group first reported a position in John Wiley & Sons Class A in Q3 2013 and has held it in 29 quarters since.
  • Aperio Group's John Wiley & Sons Class A position peaked at $7.71M in Q2 2020.
  • 226 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.