First Manhattan’s John Wiley & Sons Class A WLY Stock Holding History

First Manhattan’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	-1,150	Closed	-$36.5K	–	1503
2023 Q4	$36.5K	Hold	1,150	–	–	﹤0.01%	931
2023 Q3	$42.7K	Hold	1,150	–	–	﹤0.01%	899
2023 Q2	$39.1K	Hold	1,150	–	–	﹤0.01%	931
2023 Q1	$44.6K	Hold	1,150	–	–	﹤0.01%	930
2022 Q4	$46.1K	Sell	1,150 -2,800	-71%	-$117K	﹤0.01%	960
2022 Q3	$148K	Hold	3,950	–	–	﹤0.01%	743
2022 Q2	$188K	Hold	3,950	–	–	﹤0.01%	730
2022 Q1	$209K	Hold	3,950	–	–	﹤0.01%	749
2021 Q4	$226K	Buy	3,950 +2,800	+243%	+$151K	﹤0.01%	716
2021 Q3	$60K	Hold	1,150	–	–	﹤0.01%	951
2021 Q2	$69K	Hold	1,150	–	–	﹤0.01%	917
2021 Q1	$62K	Hold	1,150	–	–	﹤0.01%	917
2020 Q4	$52K	Hold	1,150	–	–	﹤0.01%	901
2020 Q3	$36K	Hold	1,150	–	–	﹤0.01%	929
2020 Q2	$44K	Sell	1,150 -3,340	-74%	-$128K	﹤0.01%	895
2020 Q1	$168K	Sell	4,490 -516	-10%	-$21.6K	﹤0.01%	654
2019 Q4	$242K	Hold	5,006	–	–	﹤0.01%	654
2019 Q3	$219K	Sell	5,006 -8,000	-62%	-$357K	﹤0.01%	673
2019 Q2	$596K	Buy	13,006 +516	+4%	+$23.5K	﹤0.01%	525
2019 Q1	$552K	Hold	12,490	–	–	﹤0.01%	541
2018 Q4	$586K	Sell	12,490 -200	-2%	-$10.8K	﹤0.01%	523
2018 Q3	$769K	Sell	12,690 -9,000	-41%	-$560K	﹤0.01%	505
2018 Q2	$1.35M	Hold	21,690	–	–	0.01%	402
2018 Q1	$1.38M	Hold	21,690	–	–	0.01%	394
2017 Q4	$1.43M	Hold	21,690	–	–	0.01%	400
2017 Q3	$1.16M	Sell	21,690 -4,800	-18%	-$258K	0.01%	417
2017 Q2	$1.4M	Hold	26,490	–	–	0.01%	387
2017 Q1	$1.43M	Hold	26,490	–	–	0.01%	382
2016 Q4	$1.44M	Hold	26,490	–	–	0.01%	373
2016 Q3	$1.37M	Hold	26,490	–	–	0.01%	375
2016 Q2	$1.38M	Hold	26,490	–	–	0.01%	383
2016 Q1	$1.29M	Hold	26,490	–	–	0.01%	384
2015 Q4	$1.19M	Hold	26,490	–	–	0.01%	402
2015 Q3	$1.32M	Hold	26,490	–	–	0.01%	382
2015 Q2	$1.44M	Hold	26,490	–	–	0.01%	383
2015 Q1	$1.62M	Hold	26,490	–	–	0.01%	364
2014 Q4	$1.57M	Hold	26,490	–	–	0.01%	372
2014 Q3	$1.49M	Hold	26,490	–	–	0.01%	371
2014 Q2	$1.6M	Hold	26,490	–	–	0.01%	355
2014 Q1	$1.53M	Hold	26,490	–	–	0.01%	361
2013 Q4	$1.46M	Sell	26,490 -5,444	-17%	-$275K	0.01%	367
2013 Q3	$1.52M	Buy	31,934 +5,000	+19%	+$224K	0.01%	359
2013 Q2	$1.2M	Buy	+26,934	New	+$1.05M	0.01%	384

Other funds holding WLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

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

First Manhattan's WLY Position: Q1 2024 in Review

First Manhattan sold out of John Wiley & Sons Class A (WLY) in Q1 2024, closing a stake of 1,150 shares — an estimated $36.5K sold.

First Manhattan first reported a position in WLY in Q2 2013 and held it in 43 quarters. The position peaked at $1.62M in Q1 2015. 213 funds tracked by Wall St. Rank hold WLY as of Q1 2024.

First Manhattan reported no remaining John Wiley & Sons Class A position as of Q1 2024 after selling out during the quarter.
First Manhattan sold 1,150 John Wiley & Sons Class A shares in Q1 2024, an estimated $36.5K.
First Manhattan first reported a position in John Wiley & Sons Class A in Q2 2013 and held it in 43 quarters.
First Manhattan's John Wiley & Sons Class A position peaked at $1.62M in Q1 2015.
213 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2024.

Based on First Manhattan's 13F filing for Q1 2024, filed 15 May 2024.