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

Eschler 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
Q1 		– Sell
-6,868
Closed -$218K – 126
2023
Q4 		$218K Sell
6,868
-3,176
-32% -$99.3K 0.17% 71
2023
Q3 		$373K Buy
10,044
+2,147
+27% +$76.2K 0.44% 52
2023
Q2 		$269K Sell
7,897
-5,244
-40% -$191K 0.38% 40
2023
Q1 		$509K Buy
+13,141
New +$560K 0.4% 37

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

Eschler Asset Management's WLY Position: Q1 2024 in Review

Eschler Asset Management sold out of John Wiley & Sons Class A (WLY) in Q1 2024, closing a stake of 6,868 shares — an estimated $218K sold.

Eschler Asset Management first reported a position in WLY in Q1 2023 and held it in 4 quarters. The position peaked at $509K in Q1 2023. 213 funds tracked by Wall St. Rank hold WLY as of Q1 2024.

  • Eschler Asset Management reported no remaining John Wiley & Sons Class A position as of Q1 2024 after selling out during the quarter.
  • Eschler Asset Management sold 6,868 John Wiley & Sons Class A shares in Q1 2024, an estimated $218K.
  • Eschler Asset Management first reported a position in John Wiley & Sons Class A in Q1 2023 and held it in 4 quarters.
  • Eschler Asset Management's John Wiley & Sons Class A position peaked at $509K in Q1 2023.
  • 213 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2024.

Based on Eschler Asset Management's 13F filing for Q1 2024, filed 15 May 2024.