Hunter Perkins Capital Management’s John Wiley & Sons Class A WLY Stock Holding History

Hunter Perkins Capital Management’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	-8,495	Closed	-$410K	–	112
2024 Q3	$410K	Sell	8,495 -4,230	-33%	-$194K	0.08%	96
2024 Q2	$518K	Buy	12,725 +3,150	+33%	+$120K	0.11%	91
2024 Q1	$365K	Buy	+9,575	New	+$328K	0.07%	97
2023 Q4	–	Sell	-13,774	Closed	-$512K	–	124
2023 Q3	$512K	Sell	13,774 -2,900	-17%	-$103K	0.11%	86
2023 Q2	$567K	Hold	16,674	–	–	0.12%	93
2023 Q1	$646K	Buy	16,674 +10,599	+174%	+$452K	0.15%	77
2022 Q4	$245K	Buy	+6,075	New	+$254K	0.06%	89

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

MAP

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Hunter Perkins Capital Management's WLY Position: Q4 2024 in Review

Hunter Perkins Capital Management sold out of John Wiley & Sons Class A (WLY) in Q4 2024, closing a stake of 8,495 shares — an estimated $410K sold.

Hunter Perkins Capital Management first reported a position in WLY in Q4 2022 and held it in 7 quarters. The position peaked at $646K in Q1 2023. 243 funds tracked by Wall St. Rank hold WLY as of Q4 2024.

Hunter Perkins Capital Management reported no remaining John Wiley & Sons Class A position as of Q4 2024 after selling out during the quarter.
Hunter Perkins Capital Management sold 8,495 John Wiley & Sons Class A shares in Q4 2024, an estimated $410K.
Hunter Perkins Capital Management first reported a position in John Wiley & Sons Class A in Q4 2022 and held it in 7 quarters.
Hunter Perkins Capital Management's John Wiley & Sons Class A position peaked at $646K in Q1 2023.
243 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2024.

Based on Hunter Perkins Capital Management's 13F filing for Q4 2024, filed 22 Jan 2025.