Walthausen & Co’s John Wiley & Sons Class A WLY Stock Holding History

Walthausen & Co’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
2020 Q1	–	Sell	-145,970	Closed	-$7.08M	–	139
2019 Q4	$7.08M	Sell	145,970 -17,920	-11%	-$833K	0.93%	49
2019 Q3	$7.2M	Buy	163,890 +24,530	+18%	+$1.09M	1%	53
2019 Q2	$6.39M	Sell	139,360 -15,890	-10%	-$723K	0.84%	56
2019 Q1	$6.87M	Buy	155,250 +65,364	+73%	+$3.21M	0.89%	52
2018 Q4	$4.22M	Sell	89,886 -14,804	-14%	-$797K	0.58%	84
2018 Q3	$6.34M	Buy	+104,690	New	+$6.51M	0.61%	87
2018 Q1	$7.75M	Sell	121,580 -5,270	-4%	-$342K	0.76%	57
2017 Q4	$8.34M	Buy	+126,850	New	+$7.34M	0.79%	54

Other funds holding WLY

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

CIP

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

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

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

CCP

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Walthausen & Co's WLY Position: Q1 2020 in Review

Walthausen & Co sold out of John Wiley & Sons Class A (WLY) in Q1 2020, closing a stake of 145,970 shares — an estimated $7.08M sold.

Walthausen & Co first reported a position in WLY in Q4 2017 and held it in 8 quarters. The position peaked at $8.34M in Q4 2017. 225 funds tracked by Wall St. Rank hold WLY as of Q1 2020.

Walthausen & Co reported no remaining John Wiley & Sons Class A position as of Q1 2020 after selling out during the quarter.
Walthausen & Co sold 145,970 John Wiley & Sons Class A shares in Q1 2020, an estimated $7.08M.
Walthausen & Co first reported a position in John Wiley & Sons Class A in Q4 2017 and held it in 8 quarters.
Walthausen & Co's John Wiley & Sons Class A position peaked at $8.34M in Q4 2017.
225 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2020.

Based on Walthausen & Co's 13F filing for Q1 2020, filed 13 May 2020.