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Morningstar Investment Services’s John Wiley & Sons Class A WLY Stock Holding History

Morningstar Investment Services’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
Q1 		– Sell
-12,736
Closed -$406K – 416
2023
Q4 		$406K Buy
12,736
+5,872
+86% +$184K ﹤0.01% 310
2023
Q3 		$256K Sell
6,864
-4,336
-39% -$154K ﹤0.01% 252
2023
Q2 		$381K Buy
11,200
+4,502
+67% +$164K ﹤0.01% 203
2023
Q1 		$255K Buy
6,698
+323
+5% +$13.8K ﹤0.01% 213
2022
Q4 		$265K Buy
6,375
+141
+2% +$5.9K ﹤0.01% 200
2022
Q3 		$257K Buy
6,234
+353
+6% +$16.8K ﹤0.01% 201
2022
Q2 		$283K Buy
5,881
+464
+9% +$23.7K ﹤0.01% 199
2022
Q1 		$291K Buy
5,417
+1,195
+28% +$62.8K ﹤0.01% 214
2021
Q4 		$242K Buy
+4,222
New +$228K ﹤0.01% 225
2014
Q1 		– Sell
-4,645
Closed -$256K – 214
2013
Q4 		$256K Buy
4,645
+2
+0% +$101 0.02% 186
2013
Q3 		$227K Sell
4,643
-887
-16% -$39.7K 0.02% 186
2013
Q2 		$222K Buy
+5,530
New +$215K 0.02% 188

Other funds holding WLY

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
William Blair Investment Management
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

Morningstar Investment Services's WLY Position: Q1 2024 in Review

Morningstar Investment Services sold out of John Wiley & Sons Class A (WLY) in Q1 2024, closing a stake of 12,736 shares — an estimated $406K sold.

Morningstar Investment Services first reported a position in WLY in Q2 2013 and held it in 12 quarters. The position peaked at $406K in Q4 2023. 213 funds tracked by Wall St. Rank hold WLY as of Q1 2024.

  • Morningstar Investment Services reported no remaining John Wiley & Sons Class A position as of Q1 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 12,736 John Wiley & Sons Class A shares in Q1 2024, an estimated $406K.
  • Morningstar Investment Services first reported a position in John Wiley & Sons Class A in Q2 2013 and held it in 12 quarters.
  • Morningstar Investment Services's John Wiley & Sons Class A position peaked at $406K in Q4 2023.
  • 213 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2024.

Based on Morningstar Investment Services's 13F filing for Q1 2024, filed 15 May 2024.