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Ethic Inc’s John Wiley & Sons Class A WLY Stock Holding History

Ethic Inc’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
Q3 		– Sell
-7,078
Closed -$241K – 1069
2023
Q2 		$241K Sell
7,078
-497
-7% -$18.1K 0.01% 861
2023
Q1 		$294K Sell
7,575
-291
-4% -$12.4K 0.01% 792
2022
Q4 		$315K Buy
+7,866
New +$329K 0.02% 702

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ethic Inc's WLY Position: Q3 2023 in Review

Ethic Inc sold out of John Wiley & Sons Class A (WLY) in Q3 2023, closing a stake of 7,078 shares — an estimated $241K sold.

Ethic Inc first reported a position in WLY in Q4 2022 and held it in 3 quarters. The position peaked at $315K in Q4 2022. 238 funds tracked by Wall St. Rank hold WLY as of Q3 2023.

  • Ethic Inc reported no remaining John Wiley & Sons Class A position as of Q3 2023 after selling out during the quarter.
  • Ethic Inc sold 7,078 John Wiley & Sons Class A shares in Q3 2023, an estimated $241K.
  • Ethic Inc first reported a position in John Wiley & Sons Class A in Q4 2022 and held it in 3 quarters.
  • Ethic Inc's John Wiley & Sons Class A position peaked at $315K in Q4 2022.
  • 238 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2023.

Based on Ethic Inc's 13F filing for Q3 2023, filed 14 Nov 2023.