J. Goldman & Co’s John Wiley & Sons Class A WLY Stock Holding History

J. Goldman & Co’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 Q3	–	Sell	-329,058	Closed	-$13.4M	–	636
2024 Q2	$13.4M	Sell	329,058 -56,829	-15%	-$2.17M	0.38%	87
2024 Q1	$14.7M	Sell	385,887 -362,565	-48%	-$12.4M	0.47%	67
2023 Q4	$23.8M	Buy	748,452 +142,586	+24%	+$4.46M	0.96%	26
2023 Q3	$22.5M	Buy	605,866 +525,970	+658%	+$18.7M	0.79%	34
2023 Q2	$2.72M	Buy	+79,896	New	+$2.91M	0.1%	185

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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

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

J. Goldman & Co's WLY Position: Q3 2024 in Review

J. Goldman & Co sold out of John Wiley & Sons Class A (WLY) in Q3 2024, closing a stake of 329,058 shares — an estimated $13.4M sold.

J. Goldman & Co first reported a position in WLY in Q2 2023 and held it in 5 quarters. The position peaked at $23.8M in Q4 2023. 235 funds tracked by Wall St. Rank hold WLY as of Q3 2024.

J. Goldman & Co reported no remaining John Wiley & Sons Class A position as of Q3 2024 after selling out during the quarter.
J. Goldman & Co sold 329,058 John Wiley & Sons Class A shares in Q3 2024, an estimated $13.4M.
J. Goldman & Co first reported a position in John Wiley & Sons Class A in Q2 2023 and held it in 5 quarters.
J. Goldman & Co's John Wiley & Sons Class A position peaked at $23.8M in Q4 2023.
235 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2024.

Based on J. Goldman & Co's 13F filing for Q3 2024, filed 14 Nov 2024.