CS
WLY icon

Credit Suisse’s John Wiley & Sons Class A WLY Stock Holding History

Credit Suisse’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
Q1 		$2.11M Buy
55,299
+3,639
+7% +$125K ﹤0.01% 1823
2023
Q4 		$1.64M Sell
51,660
-3,604
-7% -$113K ﹤0.01% 2016
2023
Q3 		$2.05M Sell
55,264
-10,177
-16% -$361K ﹤0.01% 1820
2023
Q2 		$2.23M Buy
65,441
+11,103
+20% +$404K ﹤0.01% 1838
2023
Q1 		$2.11M Buy
54,338
+2,207
+4% +$94K ﹤0.01% 1837
2022
Q4 		$2.09M Buy
52,131
+10,121
+24% +$424K ﹤0.01% 1843
2022
Q3 		$1.58M Buy
42,010
+1,277
+3% +$60.7K ﹤0.01% 2009
2022
Q2 		$1.95M Sell
40,733
-1,020
-2% -$52.1K ﹤0.01% 1942
2022
Q1 		$2.21M Sell
41,753
-3,172
-7% -$167K ﹤0.01% 2006
2021
Q4 		$2.57M Sell
44,925
-1,713
-4% -$92.6K ﹤0.01% 2596
2021
Q3 		$2.44M Buy
46,638
+4,903
+12% +$281K ﹤0.01% 2675
2021
Q2 		$2.46M Sell
41,735
-9,193
-18% -$547K ﹤0.01% 2705
2021
Q1 		$2.76M Sell
50,928
-4,491
-8% -$228K ﹤0.01% 2572
2020
Q4 		$2.53M Buy
55,419
+16,019
+41% +$580K ﹤0.01% 2645
2020
Q3 		$1.25M Buy
39,400
+1,439
+4% +$48.8K ﹤0.01% 2770
2020
Q2 		$1.48M Buy
37,961
+614
+2% +$23.5K ﹤0.01% 2621
2020
Q1 		$1.4M Sell
37,347
-11,589
-24% -$486K ﹤0.01% 2390
2019
Q4 		$2.37M Buy
48,936
+18,309
+60% +$851K ﹤0.01% 2462
2019
Q3 		$1.35M Sell
30,627
-14,951
-33% -$667K ﹤0.01% 2786
2019
Q2 		$2.09M Sell
45,578
-7,552
-14% -$344K ﹤0.01% 2418
2019
Q1 		$2.35M Sell
53,130
-14,126
-21% -$693K ﹤0.01% 2259
2018
Q4 		$3.16M Buy
67,256
+787
+1% +$42.4K ﹤0.01% 1921
2018
Q3 		$4.03M Buy
66,469
+10,461
+19% +$651K ﹤0.01% 1842
2018
Q2 		$3.5M Buy
56,008
+2,056
+4% +$137K ﹤0.01% 2009
2018
Q1 		$3.44M Buy
53,952
+610
+1% +$39.5K ﹤0.01% 1986
2017
Q4 		$3.51M Buy
53,342
+2,521
+5% +$146K ﹤0.01% 2020
2017
Q3 		$2.72M Buy
50,821
+11,010
+28% +$591K ﹤0.01% 2280
2017
Q2 		$2.1M Sell
39,811
-8,687
-18% -$454K ﹤0.01% 2201
2017
Q1 		$2.61M Buy
48,498
+1,902
+4% +$103K ﹤0.01% 2153
2016
Q4 		$2.54M Sell
46,596
-62,274
-57% -$3.32M ﹤0.01% 2242
2016
Q3 		$5.62M Buy
108,870
+48,229
+80% +$2.64M 0.01% 1574
2016
Q2 		$3.17M Buy
60,641
+23,754
+64% +$1.2M ﹤0.01% 1995
2016
Q1 		$1.8M Sell
36,887
-27,079
-42% -$1.18M ﹤0.01% 2279
2015
Q4 		$2.88M Buy
63,966
+29,444
+85% +$1.46M ﹤0.01% 2022
2015
Q3 		$1.73M Sell
34,522
-57,068
-62% -$2.97M ﹤0.01% 2367
2015
Q2 		$4.98M Buy
91,590
+37,470
+69% +$2.18M ﹤0.01% 1739
2015
Q1 		$3.31M Buy
54,120
+20,519
+61% +$1.26M ﹤0.01% 1997
2014
Q4 		$1.99M Sell
33,601
-44,329
-57% -$2.55M ﹤0.01% 2536
2014
Q3 		$4.37M Sell
77,930
-131,426
-63% -$7.83M ﹤0.01% 1857
2014
Q2 		$12.7M Buy
209,356
+97,316
+87% +$5.53M 0.01% 1229
2014
Q1 		$6.46M Sell
112,040
-49,249
-31% -$2.74M 0.01% 1553
2013
Q4 		$8.9M Buy
161,289
+9,975
+7% +$504K 0.01% 1368
2013
Q3 		$7.22M Sell
151,314
-62,182
-29% -$2.78M 0.01% 1355
2013
Q2 		$8.56M Buy
+213,496
New +$8.29M 0.01% 1224

Other funds holding WLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Credit Suisse's WLY Position: Q1 2024 in Review

Credit Suisse increased its John Wiley & Sons Class A (WLY) stake by 7% in Q1 2024, buying an estimated $125K and bringing the position to 55,299 shares worth $2.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1823.

Credit Suisse first reported a position in WLY in Q2 2013 and has held it in 44 quarters since. The position peaked at $12.7M in Q2 2014. 213 funds tracked by Wall St. Rank hold WLY as of Q1 2024.

  • Credit Suisse held 55,299 shares of John Wiley & Sons Class A worth $2.11M as of Q1 2024.
  • Credit Suisse bought 3,639 John Wiley & Sons Class A shares in Q1 2024, an estimated $125K.
  • John Wiley & Sons Class A made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #1823 holding.
  • Credit Suisse first reported a position in John Wiley & Sons Class A in Q2 2013 and has held it in 44 quarters since.
  • Credit Suisse's John Wiley & Sons Class A position peaked at $12.7M in Q2 2014.
  • 213 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.