HIIFS
WLY icon

Harel Insurance Investments & Financial Services’s John Wiley & Sons Class A WLY Stock Holding History

Harel Insurance Investments & Financial 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
2021
Q1 		– Sell
-1,669
Closed -$245K – 885
2020
Q4 		$245K Hold
1,669
– – 0.01% 467
2020
Q3 		$53K Buy
+1,669
New +$56.6K ﹤0.01% 453

Other funds holding WLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Harel Insurance Investments & Financial Services's WLY Position: Q1 2021 in Review

Harel Insurance Investments & Financial Services sold out of John Wiley & Sons Class A (WLY) in Q1 2021, closing a stake of 1,669 shares — an estimated $245K sold.

Harel Insurance Investments & Financial Services first reported a position in WLY in Q3 2020 and held it in 2 quarters. The position peaked at $245K in Q4 2020. 237 funds tracked by Wall St. Rank hold WLY as of Q1 2021.

  • Harel Insurance Investments & Financial Services reported no remaining John Wiley & Sons Class A position as of Q1 2021 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 1,669 John Wiley & Sons Class A shares in Q1 2021, an estimated $245K.
  • Harel Insurance Investments & Financial Services first reported a position in John Wiley & Sons Class A in Q3 2020 and held it in 2 quarters.
  • Harel Insurance Investments & Financial Services's John Wiley & Sons Class A position peaked at $245K in Q4 2020.
  • 237 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2021.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2021, filed 27 Apr 2021.