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Kula Investments’s John Wiley & Sons Class A WLY Stock Holding History

Kula Investments’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
2023
Q1 		– Sell
-7,129
Closed -$286K – 876
2022
Q4 		$286K Buy
+7,129
New +$298K 0.08% 404

Other funds holding WLY

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
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
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kula Investments's WLY Position: Q1 2023 in Review

Kula Investments sold out of John Wiley & Sons Class A (WLY) in Q1 2023, closing a stake of 7,129 shares — an estimated $286K sold.

Kula Investments first reported a position in WLY in Q4 2022 and held it in 1 quarter. The position peaked at $286K in Q4 2022. 229 funds tracked by Wall St. Rank hold WLY as of Q1 2023.

  • Kula Investments reported no remaining John Wiley & Sons Class A position as of Q1 2023 after selling out during the quarter.
  • Kula Investments sold 7,129 John Wiley & Sons Class A shares in Q1 2023, an estimated $286K.
  • Kula Investments first reported a position in John Wiley & Sons Class A in Q4 2022 and held it in 1 quarter.
  • Kula Investments's John Wiley & Sons Class A position peaked at $286K in Q4 2022.
  • 229 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.