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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.58M Sell
169,768
-16,246
-9% -$725K 0.03% 194
2025
Q1
$8.29M Sell
186,014
-8,899
-5% -$397K 0.04% 189
2024
Q4
$8.52M Sell
194,913
-6,854
-3% -$300K 0.04% 192
2024
Q3
$9.74M Buy
201,767
+3,481
+2% +$168K 0.04% 197
2024
Q2
$8.07M Buy
198,286
+13,331
+7% +$543K 0.04% 201
2024
Q1
$7.05M Buy
+184,955
New +$7.05M 0.04% 208