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WLY icon

Inspire Investing’s John Wiley & Sons Class A WLY Stock Holding History

Inspire Investing’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
Q3 		– Sell
-7,128
Closed -$429K – 940
2021
Q2 		$429K Buy
7,128
+216
+3% +$12.8K 0.06% 407
2021
Q1 		$375K Sell
6,912
-776
-10% -$39.5K 0.06% 438
2020
Q4 		$351K Buy
+7,688
New +$278K 0.08% 362
2020
Q3 		– Sell
-5,952
Closed -$232K – 579
2020
Q2 		$232K Sell
5,952
-119
-2% -$4.54K 0.08% 341
2020
Q1 		$228K Buy
+6,071
New +$255K 0.09% 332
2018
Q1 		– Sell
-875
Closed -$58K – 706
2017
Q4 		$58K Buy
+875
New +$50.6K 0.05% 424

Other funds holding WLY

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Inspire Investing's WLY Position: Q3 2021 in Review

Inspire Investing sold out of John Wiley & Sons Class A (WLY) in Q3 2021, closing a stake of 7,128 shares — an estimated $429K sold.

Inspire Investing first reported a position in WLY in Q4 2017 and held it in 6 quarters. The position peaked at $429K in Q2 2021. 231 funds tracked by Wall St. Rank hold WLY as of Q3 2021.

  • Inspire Investing reported no remaining John Wiley & Sons Class A position as of Q3 2021 after selling out during the quarter.
  • Inspire Investing sold 7,128 John Wiley & Sons Class A shares in Q3 2021, an estimated $429K.
  • Inspire Investing first reported a position in John Wiley & Sons Class A in Q4 2017 and held it in 6 quarters.
  • Inspire Investing's John Wiley & Sons Class A position peaked at $429K in Q2 2021.
  • 231 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2021.

Based on Inspire Investing's 13F filing for Q3 2021, filed 9 Nov 2021.