Blue Trust Inc’s John Wiley & Sons Class A WLY Stock Holding History

Blue Trust Inc’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
2024 Q4	–	Sell	-349	Closed	-$14.2K	–	3009
2024 Q3	$14.2K	Buy	349 +89	+34%	+$4.09K	﹤0.01%	2078
2024 Q2	$9.91K	Buy	+260	New	+$9.91K	﹤0.01%	1929
2024 Q1	–	Sell	-52	Closed	-$2K	–	2733
2023 Q4	$2K	Buy	+52	New	+$1.63K	﹤0.01%	2228
2023 Q2	–	Sell	-1,474	Closed	-$59K	–	2571
2023 Q1	$59K	Buy	1,474 +240	+19%	+$10.2K	﹤0.01%	966
2022 Q4	$46K	Buy	1,234 +477	+63%	+$20K	﹤0.01%	960
2022 Q3	$36K	Buy	757 +601	+385%	+$28.6K	﹤0.01%	877
2022 Q2	$8K	Buy	+156	New	+$7.97K	﹤0.01%	1307

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

MAP

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

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

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

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

OAM

Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Blue Trust Inc's WLY Position: Q4 2024 in Review

Blue Trust Inc sold out of John Wiley & Sons Class A (WLY) in Q4 2024, closing a stake of 349 shares — an estimated $14.2K sold.

Blue Trust Inc first reported a position in WLY in Q2 2022 and held it in 7 quarters. The position peaked at $59K in Q1 2023. 243 funds tracked by Wall St. Rank hold WLY as of Q4 2024.

Blue Trust Inc reported no remaining John Wiley & Sons Class A position as of Q4 2024 after selling out during the quarter.
Blue Trust Inc sold 349 John Wiley & Sons Class A shares in Q4 2024, an estimated $14.2K.
Blue Trust Inc first reported a position in John Wiley & Sons Class A in Q2 2022 and held it in 7 quarters.
Blue Trust Inc's John Wiley & Sons Class A position peaked at $59K in Q1 2023.
243 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.