Robeco Institutional Asset Management

Robeco Institutional Asset Management’s John Wiley & Sons Class A WLY Stock Holding History

Robeco Institutional 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
2021 Q4	–	Sell	-6,323	Closed	-$330K	–	954
2021 Q3	$330K	Hold	6,323	–	–	﹤0.01%	805
2021 Q2	$381K	Buy	+6,323	New	+$376K	﹤0.01%	831
2018 Q4	–	Sell	-43,307	Closed	-$2.62M	–	1002
2018 Q3	$2.62M	Hold	43,307	–	–	0.01%	654
2018 Q2	$2.7M	Hold	43,307	–	–	0.01%	617
2018 Q1	$2.76M	Buy	+43,307	New	+$2.81M	0.01%	618

Other funds holding WLY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return