BA
WLY icon

BlackRock Advisors’s John Wiley & Sons Class A WLY Stock Holding History

BlackRock Advisors’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
2016
Q4 		$1.5M Buy
27,575
+3,120
+13% +$166K ﹤0.01% 1649
2016
Q3 		$1.26M Sell
24,455
-412
-2% -$22.6K ﹤0.01% 1697
2016
Q2 		$1.3M Buy
24,867
+2,225
+10% +$112K ﹤0.01% 1653
2016
Q1 		$1.11M Sell
22,642
-506
-2% -$22.1K ﹤0.01% 1693
2015
Q4 		$1.04M Buy
23,148
+12,181
+111% +$603K ﹤0.01% 1689
2015
Q3 		$549K Buy
10,967
+4,260
+64% +$221K ﹤0.01% 2134
2015
Q2 		$365K Sell
6,707
-1,510
-18% -$87.7K ﹤0.01% 2408
2015
Q1 		$502K Buy
8,217
+1,655
+25% +$102K ﹤0.01% 2069
2014
Q4 		$389K Hold
6,562
– – ﹤0.01% 2182
2014
Q3 		$368K Sell
6,562
-449
-6% -$26.7K ﹤0.01% 2200
2014
Q2 		$425K Sell
7,011
-9,200
-57% -$523K ﹤0.01% 2125
2014
Q1 		$934K Buy
16,211
+374
+2% +$20.8K ﹤0.01% 1592
2013
Q4 		$874K Buy
15,837
+505
+3% +$25.5K ﹤0.01% 1597
2013
Q3 		$731K Sell
15,332
-116
-0.8% -$5.19K ﹤0.01% 1630
2013
Q2 		$619K Buy
+15,448
New +$600K ﹤0.01% 1677

Other funds holding WLY

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock Advisors's WLY Position: Q4 2016 in Review

BlackRock Advisors increased its John Wiley & Sons Class A (WLY) stake by 13% in Q4 2016, buying an estimated $166K and bringing the position to 27,575 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1649.

BlackRock Advisors first reported a position in WLY in Q2 2013 and has held it in 15 quarters since. 228 funds tracked by Wall St. Rank hold WLY as of Q4 2016.

  • BlackRock Advisors held 27,575 shares of John Wiley & Sons Class A worth $1.5M as of Q4 2016.
  • BlackRock Advisors bought 3,120 John Wiley & Sons Class A shares in Q4 2016, an estimated $166K.
  • John Wiley & Sons Class A made up ﹤0.01% of BlackRock Advisors's portfolio in Q4 2016, its #1649 holding.
  • BlackRock Advisors first reported a position in John Wiley & Sons Class A in Q2 2013 and has held it in 15 quarters since.
  • 228 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2016.

Based on BlackRock Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.