FourThought Financial’s John Wiley & Sons Class A WLY Stock Holding History

FourThought Financial’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
2022 Q3	$3K	Buy	90 +48	+114%	+$2.28K	﹤0.01%	1288
2022 Q2	$2K	Hold	42	–	–	﹤0.01%	1371
2022 Q1	$2K	Hold	42	–	–	﹤0.01%	1366
2021 Q4	$2K	Sell	42 -48	-53%	-$2.6K	﹤0.01%	1396
2021 Q3	$4K	Hold	90	–	–	﹤0.01%	1280
2021 Q2	$5K	Hold	90	–	–	﹤0.01%	1232
2021 Q1	$4K	Sell	90 -44	-33%	-$2.24K	﹤0.01%	1220
2020 Q4	$6K	Buy	+134	New	+$4.85K	﹤0.01%	1124

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

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

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

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

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

FourThought Financial's WLY Position: Q3 2022 in Review

FourThought Financial increased its John Wiley & Sons Class A (WLY) stake by 114% in Q3 2022, buying an estimated $2.28K and bringing the position to 90 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1288.

FourThought Financial first reported a position in WLY in Q4 2020 and has held it in 8 quarters since. The position peaked at $6K in Q4 2020. 228 funds tracked by Wall St. Rank hold WLY as of Q3 2022.

FourThought Financial held 90 shares of John Wiley & Sons Class A worth $3K as of Q3 2022.
FourThought Financial bought 48 John Wiley & Sons Class A shares in Q3 2022, an estimated $2.28K.
John Wiley & Sons Class A made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1288 holding.
FourThought Financial first reported a position in John Wiley & Sons Class A in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's John Wiley & Sons Class A position peaked at $6K in Q4 2020.
228 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.