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

Weld 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
2021
Q1 		– Sell
-6,895
Closed -$315K – 576
2020
Q4 		$315K Buy
+6,895
New +$250K 0.12% 275
2020
Q1 		– Sell
-16,001
Closed -$776K – 736
2019
Q4 		$776K Buy
+16,001
New +$744K 0.15% 238
2019
Q1 		– Sell
-8,673
Closed -$407K – 900
2018
Q4 		$407K Buy
+8,673
New +$467K 0.09% 420

Other funds holding WLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Weld Capital Management's WLY Position: Q1 2021 in Review

Weld Capital Management sold out of John Wiley & Sons Class A (WLY) in Q1 2021, closing a stake of 6,895 shares — an estimated $315K sold.

Weld Capital Management first reported a position in WLY in Q4 2018 and held it in 3 quarters. The position peaked at $776K in Q4 2019. 237 funds tracked by Wall St. Rank hold WLY as of Q1 2021.

  • Weld Capital Management reported no remaining John Wiley & Sons Class A position as of Q1 2021 after selling out during the quarter.
  • Weld Capital Management sold 6,895 John Wiley & Sons Class A shares in Q1 2021, an estimated $315K.
  • Weld Capital Management first reported a position in John Wiley & Sons Class A in Q4 2018 and held it in 3 quarters.
  • Weld Capital Management's John Wiley & Sons Class A position peaked at $776K in Q4 2019.
  • 237 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2021.

Based on Weld Capital Management's 13F filing for Q1 2021, filed 17 May 2021.