Toronto Dominion Bank
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Toronto Dominion Bank’s John Wiley & Sons Class A WLY Stock Holding History

Toronto Dominion Bank’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
Q4 		– Sell
-20
Closed -$743 – 1828
2023
Q3 		$743 Hold
20
– – ﹤0.01% 1455
2023
Q2 		$1K Buy
+20
New +$729 ﹤0.01% 1466
2019
Q1 		– Sell
-102
Closed -$5K – 1754
2018
Q4 		$5K Buy
+102
New +$5.49K ﹤0.01% 1345
2018
Q3 		– Sell
-1
Closed – – 1598
2018
Q2 		$0 Buy
+1
New +$66 ﹤0.01% 1572
2015
Q2 		– Sell
-3,155
Closed -$193K – 1149
2015
Q1 		$193K Sell
3,155
-1,226
-28% -$75.3K ﹤0.01% 782
2014
Q4 		$259K Sell
4,381
-840
-16% -$48.3K ﹤0.01% 753
2014
Q3 		$0 Sell
5,221
-3,930
-43% -$234K ﹤0.01% 1046
2014
Q2 		$553K Sell
9,151
-5,990
-40% -$340K ﹤0.01% 478
2014
Q1 		$906K Sell
15,141
-150
-1% -$8.34K ﹤0.01% 375
2013
Q4 		$843K Sell
15,291
-1,000
-6% -$50.6K ﹤0.01% 365
2013
Q3 		$775K Buy
16,291
+433
+3% +$19.4K ﹤0.01% 336
2013
Q2 		$638K Buy
+15,858
New +$616K ﹤0.01% 355

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
SG Capital Management Chicago, Illinois $1.51B AUM 49.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Toronto Dominion Bank's WLY Position: Q4 2023 in Review

Toronto Dominion Bank sold out of John Wiley & Sons Class A (WLY) in Q4 2023, closing a stake of 20 shares — an estimated $743 sold.

Toronto Dominion Bank first reported a position in WLY in Q2 2013 and held it in 12 quarters. The position peaked at $906K in Q1 2014. 236 funds tracked by Wall St. Rank hold WLY as of Q4 2023.

  • Toronto Dominion Bank reported no remaining John Wiley & Sons Class A position as of Q4 2023 after selling out during the quarter.
  • Toronto Dominion Bank sold 20 John Wiley & Sons Class A shares in Q4 2023, an estimated $743.
  • Toronto Dominion Bank first reported a position in John Wiley & Sons Class A in Q2 2013 and held it in 12 quarters.
  • Toronto Dominion Bank's John Wiley & Sons Class A position peaked at $906K in Q1 2014.
  • 236 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2023.

Based on Toronto Dominion Bank's 13F filing for Q4 2023, filed 13 Feb 2024.