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

IndexIQ 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
2021
Q1 		– Sell
-5,587
Closed -$255K – 1329
2020
Q4 		$255K Buy
5,587
+577
+12% +$20.9K 0.01% 790
2020
Q3 		$159K Buy
5,010
+271
+6% +$9.19K 0.01% 815
2020
Q2 		$185K Sell
4,739
-285
-6% -$10.9K 0.01% 667
2020
Q1 		$188K Buy
+5,024
New +$211K 0.01% 489

Other funds holding WLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $544B AUM 28.31% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

IndexIQ Advisors's WLY Position: Q1 2021 in Review

IndexIQ Advisors sold out of John Wiley & Sons Class A (WLY) in Q1 2021, closing a stake of 5,587 shares — an estimated $255K sold.

IndexIQ Advisors first reported a position in WLY in Q1 2020 and held it in 4 quarters. The position peaked at $255K in Q4 2020. 237 funds tracked by Wall St. Rank hold WLY as of Q1 2021.

  • IndexIQ Advisors reported no remaining John Wiley & Sons Class A position as of Q1 2021 after selling out during the quarter.
  • IndexIQ Advisors sold 5,587 John Wiley & Sons Class A shares in Q1 2021, an estimated $255K.
  • IndexIQ Advisors first reported a position in John Wiley & Sons Class A in Q1 2020 and held it in 4 quarters.
  • IndexIQ Advisors's John Wiley & Sons Class A position peaked at $255K in Q4 2020.
  • 237 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2021.

Based on IndexIQ Advisors's 13F filing for Q1 2021, filed 7 May 2021.