Wipfli Financial Advisors’s John Wiley & Sons Class A WLY Stock Holding History

Wipfli Financial Advisors’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	$25K	Buy	+670	New	+$31.8K	﹤0.01%	1479

Other funds holding WLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wipfli Financial Advisors's WLY Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in John Wiley & Sons Class A (WLY) in Q3 2022: 670 shares worth $25K. The stake represents ﹤0.01% of the portfolio and ranks #1479 among its holdings.

228 funds tracked by Wall St. Rank hold WLY as of Q3 2022.

Wipfli Financial Advisors held 670 shares of John Wiley & Sons Class A worth $25K as of Q3 2022.
John Wiley & Sons Class A was a new Wipfli Financial Advisors position in Q3 2022.
John Wiley & Sons Class A made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1479 holding.
228 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.