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Summit Securities Group’s John Wiley & Sons Class A WLY Stock Holding History

Summit Securities Group’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
-235
Closed -$11K – 929
2024
Q3 		$11K Buy
+235
New +$10.8K ﹤0.01% 370
2023
Q3 		– Sell
-1
Closed – – 1062
2023
Q2 		$0 Buy
+1
New +$36 ﹤0.01% 1118

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Summit Securities Group's WLY Position: Q4 2024 in Review

Summit Securities Group sold out of John Wiley & Sons Class A (WLY) in Q4 2024, closing a stake of 235 shares — an estimated $11K sold.

Summit Securities Group first reported a position in WLY in Q2 2023 and held it in 2 quarters. The position peaked at $11K in Q3 2024. 243 funds tracked by Wall St. Rank hold WLY as of Q4 2024.

  • Summit Securities Group reported no remaining John Wiley & Sons Class A position as of Q4 2024 after selling out during the quarter.
  • Summit Securities Group sold 235 John Wiley & Sons Class A shares in Q4 2024, an estimated $11K.
  • Summit Securities Group first reported a position in John Wiley & Sons Class A in Q2 2023 and held it in 2 quarters.
  • Summit Securities Group's John Wiley & Sons Class A position peaked at $11K in Q3 2024.
  • 243 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2024.

Based on Summit Securities Group's 13F filing for Q4 2024, filed 12 Feb 2025.