HighTower Advisors
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HighTower Advisors’s John Wiley & Sons Class A WLY Stock Holding History

HighTower Advisors’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
-4,662
Closed -$224K – 4078
2024
Q3 		$224K Sell
4,662
-944
-17% -$43.3K ﹤0.01% 3056
2024
Q2 		$227K Buy
+5,606
New +$214K ﹤0.01% 2946
2023
Q2 		– Sell
-5,903
Closed -$224K – 3727
2023
Q1 		$224K Buy
+5,903
New +$252K ﹤0.01% 2672
2022
Q3 		– Sell
-5,141
Closed -$251K – 3429
2022
Q2 		$251K Sell
5,141
-7,627
-60% -$390K ﹤0.01% 2482
2022
Q1 		$680K Sell
12,768
-10,633
-45% -$558K ﹤0.01% 1979
2021
Q4 		$1.34M Sell
23,401
-5,053
-18% -$273K ﹤0.01% 1602
2021
Q3 		$1.48M Sell
28,454
-3,455
-11% -$198K ﹤0.01% 1433
2021
Q2 		$1.92M Sell
31,909
-6,960
-18% -$414K 0.01% 1247
2021
Q1 		$2.1M Sell
38,869
-14,418
-27% -$733K 0.01% 1107
2020
Q4 		$2.43M Buy
+53,287
New +$1.93M 0.01% 827
2013
Q4 		– Sell
-56,700
Closed -$2.7M – 1613
2013
Q3 		$2.7M Sell
56,700
-73
-0.1% -$3.27K 0.07% 338
2013
Q2 		$2.28M Buy
+56,773
New +$2.2M 0.06% 355

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

HighTower Advisors's WLY Position: Q4 2024 in Review

HighTower Advisors sold out of John Wiley & Sons Class A (WLY) in Q4 2024, closing a stake of 4,662 shares — an estimated $224K sold.

HighTower Advisors first reported a position in WLY in Q2 2013 and held it in 12 quarters. The position peaked at $2.7M in Q3 2013. 243 funds tracked by Wall St. Rank hold WLY as of Q4 2024.

  • HighTower Advisors reported no remaining John Wiley & Sons Class A position as of Q4 2024 after selling out during the quarter.
  • HighTower Advisors sold 4,662 John Wiley & Sons Class A shares in Q4 2024, an estimated $224K.
  • HighTower Advisors first reported a position in John Wiley & Sons Class A in Q2 2013 and held it in 12 quarters.
  • HighTower Advisors's John Wiley & Sons Class A position peaked at $2.7M in Q3 2013.
  • 243 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2024.

Based on HighTower Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.