SGM
WLY icon

Scalar Gauge Management’s John Wiley & Sons Class A WLY Stock Holding History

Scalar Gauge 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
Q3 		– Sell
-55,016
Closed -$2.24M – 35
2024
Q2 		$2.24M Hold
55,016
– – 1.3% 21
2024
Q1 		$2.1M Sell
55,016
-19,384
-26% -$663K 1.62% 22
2023
Q4 		$2.36M Buy
+74,400
New +$2.33M 2.24% 12

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
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Scalar Gauge Management's WLY Position: Q3 2024 in Review

Scalar Gauge Management sold out of John Wiley & Sons Class A (WLY) in Q3 2024, closing a stake of 55,016 shares — an estimated $2.24M sold.

Scalar Gauge Management first reported a position in WLY in Q4 2023 and held it in 3 quarters. The position peaked at $2.36M in Q4 2023. 235 funds tracked by Wall St. Rank hold WLY as of Q3 2024.

  • Scalar Gauge Management reported no remaining John Wiley & Sons Class A position as of Q3 2024 after selling out during the quarter.
  • Scalar Gauge Management sold 55,016 John Wiley & Sons Class A shares in Q3 2024, an estimated $2.24M.
  • Scalar Gauge Management first reported a position in John Wiley & Sons Class A in Q4 2023 and held it in 3 quarters.
  • Scalar Gauge Management's John Wiley & Sons Class A position peaked at $2.36M in Q4 2023.
  • 235 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2024.

Based on Scalar Gauge Management's 13F filing for Q3 2024, filed 14 Nov 2024.