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GHE LLC’s John Wiley & Sons Class A WLY Stock Holding History

GHE LLC’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
Q4 		– Sell
-2,900
Closed -$296K – 57
2024
Q3 		$296K Sell
2,900
-3,240
-53% -$149K 0.11% 49
2024
Q2 		$250K Sell
6,140
-150
-2% -$5.71K 0.1% 49
2024
Q1 		$240K Hold
6,290
– – 0.11% 49
2023
Q4 		$200K Hold
6,290
– – 0.12% 52
2023
Q3 		$234K Hold
6,290
– – 0.16% 50
2023
Q2 		$244K Hold
6,290
– – 0.16% 51
2023
Q1 		$244K Hold
6,290
– – 0.19% 50
2022
Q4 		$252K Hold
6,290
– – 0.24% 49
2022
Q3 		$236K Buy
6,290
+1,215
+24% +$57.7K 0.25% 50
2022
Q2 		$269K Sell
5,075
-715
-12% -$36.5K 0.29% 42
2022
Q1 		$307K Sell
5,790
-110
-2% -$5.78K 0.26% 48
2021
Q4 		$338K Buy
+5,900
New +$319K 0.26% 47

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
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

GHE LLC's WLY Position: Q4 2024 in Review

GHE LLC sold out of John Wiley & Sons Class A (WLY) in Q4 2024, closing a stake of 2,900 shares — an estimated $296K sold.

GHE LLC first reported a position in WLY in Q4 2021 and held it in 12 quarters. The position peaked at $338K in Q4 2021. 243 funds tracked by Wall St. Rank hold WLY as of Q4 2024.

  • GHE LLC reported no remaining John Wiley & Sons Class A position as of Q4 2024 after selling out during the quarter.
  • GHE LLC sold 2,900 John Wiley & Sons Class A shares in Q4 2024, an estimated $296K.
  • GHE LLC first reported a position in John Wiley & Sons Class A in Q4 2021 and held it in 12 quarters.
  • GHE LLC's John Wiley & Sons Class A position peaked at $338K in Q4 2021.
  • 243 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2024.

Based on GHE LLC's 13F filing for Q4 2024, filed 4 Feb 2025.