Grantham, Mayo, Van Otterloo & Co (GMO)’s John Wiley & Sons Class A WLY Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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	-6,475	Closed	-$220K	–	697
2023 Q2	$220K	Sell	6,475 -5,725	-47%	-$209K	﹤0.01%	632
2023 Q1	$473K	Buy	12,200 +1,000	+9%	+$42.6K	﹤0.01%	566
2022 Q4	$449K	Buy	11,200 +2,100	+23%	+$87.9K	﹤0.01%	596
2022 Q3	$342K	Buy	+9,100	New	+$432K	﹤0.01%	615
2018 Q4	–	Sell	-5,100	Closed	-$309K	–	592
2018 Q3	$309K	Sell	5,100 -16,504	-76%	-$1.03M	﹤0.01%	479
2018 Q2	$1.35M	Sell	21,604 -7,496	-26%	-$498K	0.01%	348
2018 Q1	$1.85M	Buy	+29,100	New	+$1.89M	0.01%	322
2014 Q1	–	Sell	-13,733	Closed	-$758K	–	644
2013 Q4	$758K	Buy	13,733 +794	+6%	+$40.1K	﹤0.01%	487
2013 Q3	$617K	Buy	12,939 +1,613	+14%	+$72.2K	﹤0.01%	520
2013 Q2	$454K	Buy	+11,326	New	+$440K	﹤0.01%	546

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s WLY Position: Q3 2023 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of John Wiley & Sons Class A (WLY) in Q3 2023, closing a stake of 6,475 shares — an estimated $220K sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in WLY in Q2 2013 and held it in 10 quarters. The position peaked at $1.85M in Q1 2018. 238 funds tracked by Wall St. Rank hold WLY as of Q3 2023.

Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining John Wiley & Sons Class A position as of Q3 2023 after selling out during the quarter.
Grantham, Mayo, Van Otterloo & Co (GMO) sold 6,475 John Wiley & Sons Class A shares in Q3 2023, an estimated $220K.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in John Wiley & Sons Class A in Q2 2013 and held it in 10 quarters.
Grantham, Mayo, Van Otterloo & Co (GMO)'s John Wiley & Sons Class A position peaked at $1.85M in Q1 2018.
238 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2023.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q3 2023, filed 13 Nov 2023.