Mission Wealth Management’s John Wiley & Sons Class A WLY Stock Holding History

Mission Wealth Management’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 Q2	–	Sell	-11,629	Closed	-$443K	–	738
2024 Q1	$443K	Buy	11,629 +350	+3%	+$12K	0.01%	467
2023 Q4	$358K	Buy	11,279 +1,363	+14%	+$42.6K	0.01%	441
2023 Q3	$369K	Buy	9,916 +240	+2%	+$8.51K	0.01%	407
2023 Q2	$329K	Buy	9,676 +399	+4%	+$14.5K	0.01%	435
2023 Q1	$360K	Buy	9,277 +161	+2%	+$6.86K	0.02%	408
2022 Q4	$365K	Buy	9,116 +723	+9%	+$30.3K	0.02%	388
2022 Q3	$315K	Buy	8,393 +1,458	+21%	+$69.3K	0.02%	384
2022 Q2	$331K	Buy	+6,935	New	+$354K	0.02%	378

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

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

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Mission Wealth Management's WLY Position: Q2 2024 in Review

Mission Wealth Management sold out of John Wiley & Sons Class A (WLY) in Q2 2024, closing a stake of 11,629 shares — an estimated $443K sold.

Mission Wealth Management first reported a position in WLY in Q2 2022 and held it in 8 quarters. The position peaked at $443K in Q1 2024. 241 funds tracked by Wall St. Rank hold WLY as of Q2 2024.

Mission Wealth Management reported no remaining John Wiley & Sons Class A position as of Q2 2024 after selling out during the quarter.
Mission Wealth Management sold 11,629 John Wiley & Sons Class A shares in Q2 2024, an estimated $443K.
Mission Wealth Management first reported a position in John Wiley & Sons Class A in Q2 2022 and held it in 8 quarters.
Mission Wealth Management's John Wiley & Sons Class A position peaked at $443K in Q1 2024.
241 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2024.

Based on Mission Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.