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

Appleton 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
2023 Q3	$281K	Buy	+7,567	New	+$268K	0.98%	20

Other funds holding WLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Appleton Group's WLY Position: Q3 2023 in Review

Appleton Group opened a new position in John Wiley & Sons Class A (WLY) in Q3 2023: 7,567 shares worth $281K. The stake represents 0.98% of the portfolio and ranks #20 among its holdings.

238 funds tracked by Wall St. Rank hold WLY as of Q3 2023.

Appleton Group held 7,567 shares of John Wiley & Sons Class A worth $281K as of Q3 2023.
John Wiley & Sons Class A was a new Appleton Group position in Q3 2023.
John Wiley & Sons Class A made up 0.98% of Appleton Group's portfolio in Q3 2023, its #20 holding.
238 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2023.

Based on Appleton Group's 13F filing for Q3 2023, filed 8 Nov 2023.