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Contravisory Investment Management’s John Wiley & Sons Class A WLY Stock Holding History

Contravisory Investment Management’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
2025
Q1 		– Sell
-4,890
Closed -$214K – 461
2024
Q4 		$214K Hold
4,890
– – 0.05% 218
2024
Q3 		$236K Buy
+4,890
New +$225K 0.05% 201

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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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
SG Capital Management Chicago, Illinois $1.51B AUM 49.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Contravisory Investment Management's WLY Position: Q1 2025 in Review

Contravisory Investment Management sold out of John Wiley & Sons Class A (WLY) in Q1 2025, closing a stake of 4,890 shares — an estimated $214K sold.

Contravisory Investment Management first reported a position in WLY in Q3 2024 and held it in 2 quarters. The position peaked at $236K in Q3 2024. 255 funds tracked by Wall St. Rank hold WLY as of Q1 2025.

  • Contravisory Investment Management reported no remaining John Wiley & Sons Class A position as of Q1 2025 after selling out during the quarter.
  • Contravisory Investment Management sold 4,890 John Wiley & Sons Class A shares in Q1 2025, an estimated $214K.
  • Contravisory Investment Management first reported a position in John Wiley & Sons Class A in Q3 2024 and held it in 2 quarters.
  • Contravisory Investment Management's John Wiley & Sons Class A position peaked at $236K in Q3 2024.
  • 255 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2025.

Based on Contravisory Investment Management's 13F filing for Q1 2025, filed 10 Apr 2025.