Cerity Partners
WLY icon

Cerity Partners’s John Wiley & Sons Class A WLY Stock Holding History

Cerity Partners’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
2026
Q1 		$584K Sell
15,316
-3,722
-20% -$121K ﹤0.01% 2184
2025
Q4 		$583K Buy
+19,038
New +$671K ﹤0.01% 2007
2025
Q1 		– Sell
-8,579
Closed -$412K – 2644
2024
Q4 		$412K Sell
8,579
-7,181
-46% -$352K ﹤0.01% 1879
2024
Q3 		$760K Buy
15,760
+7,222
+85% +$332K ﹤0.01% 1543
2024
Q2 		$347K Sell
8,538
-11,400
-57% -$434K ﹤0.01% 1737
2024
Q1 		$760K Buy
19,938
+11,003
+123% +$377K ﹤0.01% 1406
2023
Q4 		$284K Buy
+8,935
New +$279K ﹤0.01% 1551
2023
Q3 		– Sell
-9,187
Closed -$313K – 1729
2023
Q2 		$313K Buy
9,187
+1,815
+25% +$66.1K ﹤0.01% 1377
2023
Q1 		$285K Buy
7,372
+2,238
+44% +$95.4K ﹤0.01% 1550
2022
Q4 		$206K Sell
5,134
-3,139
-38% -$131K ﹤0.01% 1333
2022
Q3 		$311K Sell
8,273
-79
-0.9% -$3.75K ﹤0.01% 877
2022
Q2 		$399K Sell
8,352
-77
-0.9% -$3.94K ﹤0.01% 814
2022
Q1 		$447K Buy
+8,429
New +$443K 0.01% 615

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