EAM
WLY icon

Eagle Asset Management’s John Wiley & Sons Class A WLY Stock Holding History

Eagle Asset 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
2024
Q3 		$21.3M Buy
407,997
+116,772
+40% +$5.36M 0.11% 181
2024
Q2 		$11.8M Buy
291,225
+84,863
+41% +$3.23M 0.06% 258
2024
Q1 		$7.93M Buy
206,362
+52,628
+34% +$1.8M 0.04% 326
2023
Q4 		$4.88M Sell
153,734
-1,255
-0.8% -$39.3K 0.03% 372
2023
Q3 		$5.76M Buy
154,989
+878
+0.6% +$31.1K 0.03% 335
2023
Q2 		$5.24M Buy
154,111
+9,713
+7% +$354K 0.03% 348
2023
Q1 		$5.6M Buy
144,398
+5,514
+4% +$235K 0.03% 330
2022
Q4 		$5.7M Sell
138,884
-96,122
-41% -$4.02M 0.03% 313
2022
Q3 		$8.83M Sell
235,006
-70,460
-23% -$3.35M 0.06% 253
2022
Q2 		$14.6M Sell
305,466
-1,884
-0.6% -$96.3K 0.09% 203
2022
Q1 		$16.3M Sell
307,350
-12,958
-4% -$681K 0.08% 218
2021
Q4 		$18.2M Sell
320,308
-11,469
-3% -$620K 0.08% 223
2021
Q3 		$17.3M Sell
331,777
-95,026
-22% -$5.45M 0.08% 234
2021
Q2 		$25.7M Buy
426,803
+3,843
+0.9% +$229K 0.11% 212
2021
Q1 		$23.5M Buy
422,960
+26,452
+7% +$1.35M 0.1% 227
2020
Q4 		$18.1M Buy
396,508
+5,631
+1% +$204K 0.1% 229
2020
Q3 		$12.2M Sell
390,877
-3,781
-1% -$128K 0.06% 255
2020
Q2 		$15.5M Sell
394,658
-261,713
-40% -$10M 0.09% 237
2020
Q1 		$28M Buy
656,371
+352,205
+116% +$14.8M 0.17% 183
2019
Q4 		$14.8M Buy
304,166
+8,728
+3% +$406K 0.07% 259
2019
Q3 		$13M Buy
295,438
+96,896
+49% +$4.32M 0.07% 268
2019
Q2 		$9.11M Sell
198,542
-4,125
-2% -$188K 0.05% 324
2019
Q1 		$8.96M Buy
202,667
+2,044
+1% +$100K 0.05% 315
2018
Q4 		$9.42M Buy
200,623
+4,580
+2% +$247K 0.06% 301
2018
Q3 		$11.9M Buy
196,043
+40,130
+26% +$2.5M 0.06% 324
2018
Q2 		$9.73M Buy
155,913
+6,765
+5% +$449K 0.05% 328
2018
Q1 		$9.5M Sell
149,148
-2,610
-2% -$169K 0.05% 323
2017
Q4 		$9.88M Buy
151,758
+52,069
+52% +$3.01M 0.05% 321
2017
Q3 		$5.32M Buy
99,689
+43,023
+76% +$2.31M 0.03% 426
2017
Q2 		$2.99M Buy
+56,666
New +$2.96M 0.02% 491
2013
Q3 		– Sell
-48,383
Closed -$1.94M – 713
2013
Q2 		$1.94M Buy
+48,383
New +$1.88M 0.01% 610

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Eagle Asset Management's WLY Position: Q3 2024 in Review

Eagle Asset Management increased its John Wiley & Sons Class A (WLY) stake by 40% in Q3 2024, buying an estimated $5.36M and bringing the position to 407,997 shares worth $21.3M. The position accounts for 0.11% of the portfolio, ranked #181.

Eagle Asset Management first reported a position in WLY in Q2 2013 and has held it in 31 quarters since. The position peaked at $28M in Q1 2020. 235 funds tracked by Wall St. Rank hold WLY as of Q3 2024.

  • Eagle Asset Management held 407,997 shares of John Wiley & Sons Class A worth $21.3M as of Q3 2024.
  • Eagle Asset Management bought 116,772 John Wiley & Sons Class A shares in Q3 2024, an estimated $5.36M.
  • John Wiley & Sons Class A made up 0.11% of Eagle Asset Management's portfolio in Q3 2024, its #181 holding.
  • Eagle Asset Management first reported a position in John Wiley & Sons Class A in Q2 2013 and has held it in 31 quarters since.
  • Eagle Asset Management's John Wiley & Sons Class A position peaked at $28M in Q1 2020.
  • 235 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2024.

Based on Eagle Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.