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

Clarkston Capital 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	$35.9M	Sell	942,556 -1,675,389	-64%	-$54.3M	2.74%	11
2025 Q4	$80.2M	Buy	2,617,945 +410,121	+19%	+$14.4M	1.86%	19
2025 Q3	$89.4M	Buy	2,207,824 +315,329	+17%	+$12.7M	1.92%	16
2025 Q2	$84.5M	Sell	1,892,495 -1,161,005	-38%	-$48.9M	1.79%	18
2025 Q1	$136M	Buy	3,053,500 +4,618	+0.2%	+$195K	2.68%	13
2024 Q4	$133M	Sell	3,048,882 -234,449	-7%	-$11.5M	2.55%	14
2024 Q3	$158M	Sell	3,283,331 -116,511	-3%	-$5.35M	2.91%	12
2024 Q2	$138M	Sell	3,399,842 -706,516	-17%	-$26.9M	2.64%	14
2024 Q1	$157M	Sell	4,106,358 -127,710	-3%	-$4.37M	2.76%	14
2023 Q4	$134M	Buy	4,234,068 +1,380,460	+48%	+$43.2M	2.49%	14
2023 Q3	$106M	Sell	2,853,608 -23,090	-0.8%	-$819K	2.08%	19
2023 Q2	$97.9M	Sell	2,876,698 -5,922	-0.2%	-$216K	1.76%	20
2023 Q1	$112M	Buy	2,882,620 +135,936	+5%	+$5.79M	2.08%	19
2022 Q4	$110M	Sell	2,746,684 -11,245	-0.4%	-$471K	2.08%	18
2022 Q3	$104M	Buy	2,757,929 +1,415	+0.1%	+$67.2K	2.04%	17
2022 Q2	$132M	Sell	2,756,514 -47,995	-2%	-$2.45M	2.42%	17
2022 Q1	$149M	Sell	2,804,509 -40,501	-1%	-$2.13M	2.48%	17
2021 Q4	$163M	Sell	2,845,010 -41,475	-1%	-$2.24M	2.79%	14
2021 Q3	$151M	Sell	2,886,485 -109,719	-4%	-$6.29M	2.71%	16
2021 Q2	$180M	Sell	2,996,204 -68,550	-2%	-$4.08M	3.21%	13
2021 Q1	$166M	Sell	3,064,754 -16,592	-0.5%	-$844K	3.03%	13
2020 Q4	$141M	Buy	3,081,346 +653,818	+27%	+$23.7M	2.97%	15
2020 Q3	$77M	Buy	2,427,528 +173,379	+8%	+$5.88M	2.05%	20
2020 Q2	$87.9M	Buy	2,254,149 +23,559	+1%	+$900K	2.49%	18
2020 Q1	$83.6M	Buy	2,230,590 +516,548	+30%	+$21.7M	2.71%	14
2019 Q4	$83.2M	Buy	1,714,042 +30,308	+2%	+$1.41M	2.45%	15
2019 Q3	$74M	Buy	1,683,734 +156,615	+10%	+$6.99M	2.31%	13
2019 Q2	$70M	Buy	1,527,119 +204,984	+16%	+$9.32M	2.39%	14
2019 Q1	$58.5M	Buy	1,322,135 +41,319	+3%	+$2.03M	1.94%	18
2018 Q4	$60.2M	Sell	1,280,816 -5,850	-0.5%	-$315K	2.31%	14
2018 Q3	$78M	Sell	1,286,666 -30,473	-2%	-$1.9M	2.85%	10
2018 Q2	$82.2M	Sell	1,317,139 -186,137	-12%	-$12.4M	3.14%	11
2018 Q1	$95.8M	Sell	1,503,276 -130,991	-8%	-$8.49M	3.74%	10
2017 Q4	$107M	Sell	1,634,267 -18,114	-1%	-$1.05M	4.17%	9
2017 Q3	$88.4M	Buy	1,652,381 +91,375	+6%	+$4.9M	3.64%	8
2017 Q2	$82.3M	Buy	1,561,006 +46,983	+3%	+$2.46M	3.67%	7
2017 Q1	$81.5M	Sell	1,514,023 -7,942	-0.5%	-$431K	3.82%	7
2016 Q4	$82.9M	Sell	1,521,965 -4,195	-0.3%	-$224K	3.94%	7
2016 Q3	$78.8M	Buy	1,526,160 +120,680	+9%	+$6.61M	3.79%	7
2016 Q2	$73.3M	Buy	1,405,480 +79,330	+6%	+$4.01M	3.82%	6
2016 Q1	$64.8M	Buy	1,326,150 +413,379	+45%	+$18.1M	3.6%	7
2015 Q4	$41.1M	Buy	912,771 +717,351	+367%	+$35.5M	2.86%	9
2015 Q3	$9.78M	Buy	195,420 +107,335	+122%	+$5.58M	0.89%	44
2015 Q2	$4.79M	Buy	88,085 +37,830	+75%	+$2.2M	0.49%	50
2015 Q1	$3.07M	Buy	50,255 +19,819	+65%	+$1.22M	0.34%	58
2014 Q4	$1.8M	Buy	30,436 +1,428	+5%	+$82.1K	0.27%	70
2014 Q3	$1.63M	Buy	29,008 +4,330	+18%	+$258K	0.28%	73
2014 Q2	$1.5M	Sell	24,678 -1,595	-6%	-$90.7K	0.28%	72
2014 Q1	$1.51M	Buy	26,273 +1,700	+7%	+$94.5K	0.3%	74
2013 Q4	$1.36M	Buy	24,573 +1,900	+8%	+$96.1K	0.53%	52
2013 Q3	$1.08M	Buy	22,673 +4,023	+22%	+$180K	0.52%	54
2013 Q2	$748K	Buy	+18,650	New	+$724K	0.41%	61