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Westwood Holdings Group’s John Wiley & Sons Class A WLY Stock Holding History

Westwood Holdings Group’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
2022
Q4 		– Sell
-8,163
Closed -$307K – 603
2022
Q3 		$307K Buy
+8,163
New +$388K ﹤0.01% 420

Other funds holding WLY

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Westwood Holdings Group's WLY Position: Q4 2022 in Review

Westwood Holdings Group sold out of John Wiley & Sons Class A (WLY) in Q4 2022, closing a stake of 8,163 shares — an estimated $307K sold.

Westwood Holdings Group first reported a position in WLY in Q3 2022 and held it in 1 quarter. The position peaked at $307K in Q3 2022. 222 funds tracked by Wall St. Rank hold WLY as of Q4 2022.

  • Westwood Holdings Group reported no remaining John Wiley & Sons Class A position as of Q4 2022 after selling out during the quarter.
  • Westwood Holdings Group sold 8,163 John Wiley & Sons Class A shares in Q4 2022, an estimated $307K.
  • Westwood Holdings Group first reported a position in John Wiley & Sons Class A in Q3 2022 and held it in 1 quarter.
  • Westwood Holdings Group's John Wiley & Sons Class A position peaked at $307K in Q3 2022.
  • 222 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2022.

Based on Westwood Holdings Group's 13F filing for Q4 2022, filed 14 Feb 2023.