GWS
WLY icon

Glassman Wealth Services’s John Wiley & Sons Class A WLY Stock Holding History

Glassman Wealth Services’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
-13
Closed -$413 – 1826
2023
Q4 		$413 Hold
13
– – ﹤0.01% 1761
2023
Q3 		$483 Hold
13
– – ﹤0.01% 1743
2023
Q2 		$442 Buy
+13
New +$474 ﹤0.01% 1664
2020
Q1 		– Sell
-11
Closed -$1K – 1609
2019
Q4 		$1K Hold
11
– – ﹤0.01% 1074
2019
Q3 		$0 Buy
+11
New +$491 ﹤0.01% 1400

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

Glassman Wealth Services's WLY Position: Q1 2024 in Review

Glassman Wealth Services sold out of John Wiley & Sons Class A (WLY) in Q1 2024, closing a stake of 13 shares — an estimated $413 sold.

Glassman Wealth Services first reported a position in WLY in Q3 2019 and held it in 5 quarters. The position peaked at $1K in Q4 2019. 213 funds tracked by Wall St. Rank hold WLY as of Q1 2024.

  • Glassman Wealth Services reported no remaining John Wiley & Sons Class A position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 13 John Wiley & Sons Class A shares in Q1 2024, an estimated $413.
  • Glassman Wealth Services first reported a position in John Wiley & Sons Class A in Q3 2019 and held it in 5 quarters.
  • Glassman Wealth Services's John Wiley & Sons Class A position peaked at $1K in Q4 2019.
  • 213 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.