William Blair & Company
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William Blair & Company’s John Wiley & Sons Class A WLY Stock Holding History

William Blair & Company’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
Q3 		– Sell
-5,197
Closed -$248K – 1890
2022
Q2 		$248K Sell
5,197
-44
-0.8% -$2.25K ﹤0.01% 1334
2022
Q1 		$278K Sell
5,241
-160
-3% -$8.4K ﹤0.01% 1393
2021
Q4 		$309K Buy
+5,401
New +$292K ﹤0.01% 1410
2013
Q3 		– Sell
-10,515
Closed -$422K – 2086
2013
Q2 		$422K Buy
+10,515
New +$408K ﹤0.01% 1553

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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

William Blair & Company's WLY Position: Q3 2022 in Review

William Blair & Company sold out of John Wiley & Sons Class A (WLY) in Q3 2022, closing a stake of 5,197 shares — an estimated $248K sold.

William Blair & Company first reported a position in WLY in Q2 2013 and held it in 4 quarters. The position peaked at $422K in Q2 2013. 228 funds tracked by Wall St. Rank hold WLY as of Q3 2022.

  • William Blair & Company reported no remaining John Wiley & Sons Class A position as of Q3 2022 after selling out during the quarter.
  • William Blair & Company sold 5,197 John Wiley & Sons Class A shares in Q3 2022, an estimated $248K.
  • William Blair & Company first reported a position in John Wiley & Sons Class A in Q2 2013 and held it in 4 quarters.
  • William Blair & Company's John Wiley & Sons Class A position peaked at $422K in Q2 2013.
  • 228 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2022.

Based on William Blair & Company's 13F filing for Q3 2022, filed 9 Nov 2022.