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

Wealthfront’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
2015
Q4 		– Sell
-216
Closed -$11K – 1074
2015
Q3 		$11K Buy
216
+188
+671% +$9.77K ﹤0.01% 939
2015
Q2 		$2K Buy
28
+11
+65% +$639 ﹤0.01% 1202
2015
Q1 		$1K Buy
17
+16
+1,600% +$982 ﹤0.01% 1149
2014
Q4 		$0 Buy
+1
New +$58 ﹤0.01% 1013

Other funds holding WLY

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Wealthfront's WLY Position: Q4 2015 in Review

Wealthfront sold out of John Wiley & Sons Class A (WLY) in Q4 2015, closing a stake of 216 shares — an estimated $11K sold.

Wealthfront first reported a position in WLY in Q4 2014 and held it in 4 quarters. The position peaked at $11K in Q3 2015. 237 funds tracked by Wall St. Rank hold WLY as of Q4 2015.

  • Wealthfront reported no remaining John Wiley & Sons Class A position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 216 John Wiley & Sons Class A shares in Q4 2015, an estimated $11K.
  • Wealthfront first reported a position in John Wiley & Sons Class A in Q4 2014 and held it in 4 quarters.
  • Wealthfront's John Wiley & Sons Class A position peaked at $11K in Q3 2015.
  • 237 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.