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Penn Mutual Asset Management’s John Wiley & Sons Class A WLY Stock Holding History

Penn Mutual Asset 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
Q4 		– Sell
-10,000
Closed -$483K – 77
2024
Q3 		$483K Hold
10,000
– – 0.96% 24
2024
Q2 		$407K Buy
+10,000
New +$381K 0.87% 32

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State Street
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Dimensional Fund Advisors
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Bank of New York Mellon
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
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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Penn Mutual Asset Management's WLY Position: Q4 2024 in Review

Penn Mutual Asset Management sold out of John Wiley & Sons Class A (WLY) in Q4 2024, closing a stake of 10,000 shares — an estimated $483K sold.

Penn Mutual Asset Management first reported a position in WLY in Q2 2024 and held it in 2 quarters. The position peaked at $483K in Q3 2024. 243 funds tracked by Wall St. Rank hold WLY as of Q4 2024.

  • Penn Mutual Asset Management reported no remaining John Wiley & Sons Class A position as of Q4 2024 after selling out during the quarter.
  • Penn Mutual Asset Management sold 10,000 John Wiley & Sons Class A shares in Q4 2024, an estimated $483K.
  • Penn Mutual Asset Management first reported a position in John Wiley & Sons Class A in Q2 2024 and held it in 2 quarters.
  • Penn Mutual Asset Management's John Wiley & Sons Class A position peaked at $483K in Q3 2024.
  • 243 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2024.

Based on Penn Mutual Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.