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

EARNEST 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
2023 Q4	–	Sell	-6	Closed	-$223	–	1096
2023 Q3	$223	Hold	6	–	–	﹤0.01%	1145
2023 Q2	$204	Hold	6	–	–	﹤0.01%	1158
2023 Q1	$233	Hold	6	–	–	﹤0.01%	1148
2022 Q4	$240	Hold	6	–	–	﹤0.01%	1152
2022 Q3	$0	Hold	6	–	–	﹤0.01%	1168
2022 Q2	$0	Hold	6	–	–	﹤0.01%	1192
2022 Q1	$0	Hold	6	–	–	﹤0.01%	1186
2021 Q4	$0	Hold	6	–	–	﹤0.01%	1204
2021 Q3	$0	Hold	6	–	–	﹤0.01%	1188
2021 Q2	$0	Hold	6	–	–	﹤0.01%	1185
2021 Q1	$0	Hold	6	–	–	﹤0.01%	1196
2020 Q4	$0	Hold	6	–	–	﹤0.01%	1201
2020 Q3	$0	Hold	6	–	–	﹤0.01%	1198
2020 Q2	$0	Hold	6	–	–	﹤0.01%	1202
2020 Q1	$0	Hold	6	–	–	﹤0.01%	1174
2019 Q4	$0	Hold	6	–	–	﹤0.01%	1193
2019 Q3	$0	Hold	6	–	–	﹤0.01%	1176
2019 Q2	$0	Hold	6	–	–	﹤0.01%	1204
2019 Q1	$0	Hold	6	–	–	﹤0.01%	1197
2018 Q4	$0	Hold	6	–	–	﹤0.01%	1219
2018 Q3	$0	Hold	6	–	–	﹤0.01%	1200
2018 Q2	$0	Hold	6	–	–	﹤0.01%	1230
2018 Q1	$0	Hold	6	–	–	﹤0.01%	1212
2017 Q4	$0	Buy	+6	New	+$347	﹤0.01%	1211
2017 Q1	–	Sell	-6	Closed	–	–	907
2016 Q4	$0	Buy	+6	New	+$320	﹤0.01%	1172

Other funds holding WLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PCM

Palisade Capital Management Fort Lee, New Jersey $2.3B AUM 29.92% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

EARNEST Partners's WLY Position: Q4 2023 in Review

EARNEST Partners sold out of John Wiley & Sons Class A (WLY) in Q4 2023, closing a stake of 6 shares — an estimated $223 sold.

EARNEST Partners first reported a position in WLY in Q4 2016 and held it in 25 quarters. The position peaked at $240 in Q4 2022. 236 funds tracked by Wall St. Rank hold WLY as of Q4 2023.

EARNEST Partners reported no remaining John Wiley & Sons Class A position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 6 John Wiley & Sons Class A shares in Q4 2023, an estimated $223.
EARNEST Partners first reported a position in John Wiley & Sons Class A in Q4 2016 and held it in 25 quarters.
EARNEST Partners's John Wiley & Sons Class A position peaked at $240 in Q4 2022.
236 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.