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

Mariner’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	-4,189	Closed	-$202K	–	3525
2024 Q3	$202K	Buy	+4,189	New	+$192K	﹤0.01%	2930

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

Mariner's WLY Position: Q4 2024 in Review

Mariner sold out of John Wiley & Sons Class A (WLY) in Q4 2024, closing a stake of 4,189 shares — an estimated $202K sold.

Mariner first reported a position in WLY in Q3 2024 and held it in 1 quarter. The position peaked at $202K in Q3 2024. 243 funds tracked by Wall St. Rank hold WLY as of Q4 2024.

Mariner reported no remaining John Wiley & Sons Class A position as of Q4 2024 after selling out during the quarter.
Mariner sold 4,189 John Wiley & Sons Class A shares in Q4 2024, an estimated $202K.
Mariner first reported a position in John Wiley & Sons Class A in Q3 2024 and held it in 1 quarter.
Mariner's John Wiley & Sons Class A position peaked at $202K in Q3 2024.
243 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2024.

Based on Mariner's 13F filing for Q4 2024, filed 13 Feb 2025.