Teza Capital Management’s John Wiley & Sons Class A WLY Stock Holding History

Teza Capital 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
2023 Q3	–	Sell	-7,484	Closed	-$255K	–	788
2023 Q2	$255K	Buy	+7,484	New	+$273K	0.04%	444
2022 Q3	–	Sell	-7,498	Closed	-$358K	–	647
2022 Q2	$358K	Buy	+7,498	New	+$383K	0.14%	275
2021 Q3	–	Sell	-6,119	Closed	-$368K	–	615
2021 Q2	$368K	Sell	6,119 -1,107	-15%	-$65.9K	0.06%	392
2021 Q1	$392K	Buy	+7,226	New	+$368K	0.08%	324
2019 Q3	–	Sell	-10,718	Closed	-$492K	–	632
2019 Q2	$492K	Buy	+10,718	New	+$488K	0.29%	118
2018 Q1	–	Sell	-11,398	Closed	-$749K	–	502
2017 Q4	$749K	Buy	+11,398	New	+$659K	0.45%	102

Other funds holding WLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

CIP

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

PCM

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Teza Capital Management's WLY Position: Q3 2023 in Review

Teza Capital Management sold out of John Wiley & Sons Class A (WLY) in Q3 2023, closing a stake of 7,484 shares — an estimated $255K sold.

Teza Capital Management first reported a position in WLY in Q4 2017 and held it in 6 quarters. The position peaked at $749K in Q4 2017. 238 funds tracked by Wall St. Rank hold WLY as of Q3 2023.

Teza Capital Management reported no remaining John Wiley & Sons Class A position as of Q3 2023 after selling out during the quarter.
Teza Capital Management sold 7,484 John Wiley & Sons Class A shares in Q3 2023, an estimated $255K.
Teza Capital Management first reported a position in John Wiley & Sons Class A in Q4 2017 and held it in 6 quarters.
Teza Capital Management's John Wiley & Sons Class A position peaked at $749K in Q4 2017.
238 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2023.

Based on Teza Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.